BAC monthly performance report
Monthly BAC research: returns, drawdown, relative strength, seasonality, and key stats.
BAC monthly report
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Key takeaways
- Bank of America (BAC) closed August 2026 at $63.25, up 2.10% for the month and +38.83% over the trailing 12 months.
- Year-to-date, BAC is +15.00%, outperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +17.84% versus its 200-day moving average ($53.67), a bullish technical signal.
- Over the past three years, BAC has outperformed the S&P 500 by +29.79%, with a relative strength index reading of 116.2.
- Win rate over the trailing 39 months stands at 66.7% — 26 positive months versus 13 negative months.
Bank of America ended August 2026 at $63.25, posting a monthly return of +2.10%. The S&P 500 returned +3.05% over the same window, leaving relative performance at −0.95%.
The current quarter stands at +9.79% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +17.84% versus the 200-day moving average ($53.67).
Year-to-date, BAC is +15.00% against SPY +12.89%, a gap of +2.11%. The stock is currently −0.49% below its 52-week high, with maximum 3-year drawdown at −28.01%.
| Period | BAC | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.56% | −0.20% | +0.76% |
| 1 Week | +1.01% | +3.90% | −2.90% |
| 1 Month | +2.10% | +3.05% | −0.95% |
| 3 Months | +18.31% | +7.11% | +11.20% |
| 6 Months | +17.06% | +10.70% | +6.37% |
| YTD | +15.00% | +12.89% | +2.11% |
| 12 Months | +38.83% | +22.58% | +16.24% |
| 3 Years | +102.08% | +72.29% | +29.79% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2023 | +15.32% |
| #2 | Nov 2024 | +12.72% |
| #3 | Jul 2023 | +11.50% |
| #4 | Jun 2026 | +11.05% |
| #5 | May 2025 | +10.82% |
| Rank | Month | Return |
|---|---|---|
| #1 | Aug 2023 | −9.96% |
| #2 | Mar 2025 | −9.69% |
| #3 | Dec 2024 | −7.94% |
| #4 | Feb 2026 | −6.33% |
| #5 | Sep 2023 | −4.80% |
| Quarter | Return |
|---|---|
| Q2 2025 | +15.35% |
| Q3 2025 | +13.03% |
| Q4 2025 | +7.90% |
| Q1 2026 | −9.51% |
| Q2 2026 | +14.80% |
| Q3 2026 (QTD) | +9.79% |
| Year | Return |
|---|---|
| 2023 | +2.26% |
| 2024 | +29.53% |
| 2025 | +35.25% |
| 2026 | +14.06% |
| Metric | Value |
|---|---|
| 52-Week High | $63.56 (2026-08-05) |
| 52-Week Low | $44.75 (2025-08-05) |
| Current Price | $63.25 |
| 200-Day Moving Average | $53.67 |
| Price vs 200DMA | +17.84% |
| 3-Year Maximum Drawdown | −28.01% (2025-04-04) |
| Current Drawdown from 52W High | −0.49% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 116.2 |
| 3-Year Excess Return vs S&P 500 | +29.79% |
| RS Peak | 119.5 (Jul 2026) |
| RS Trough | 85 (Oct 2023) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was BAC's return for this report period?
BAC returned +2.10% in the latest monthly window ending 2026-08-05.
Has BAC outperformed SPY year to date?
YTD BAC: +15.00% vs SPY: +12.89%.
What is BAC's 12-month return?
+38.83% over the trailing 12 months.
Is BAC above or below its 200-day moving average?
Price is +17.84% versus 200DMA ($53.67).
What is the maximum drawdown in the 3-year window?
−28.01% on 2025-04-04.