BAC monthly performance report
Check BAC's monthly returns, drawdown, and seasonality trends — updated every month.
BAC monthly report
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Key takeaways
- Bank of America (BAC) closed September 2026 at $57.73, down 6.80% for the month and +10.74% over the trailing 12 months.
- Year-to-date, BAC is +4.96%, underperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading +4.70% versus its 200-day moving average ($55.14), a bullish technical signal.
- Over the past three years, BAC has outperformed the S&P 500 by +29.04%, with a relative strength index reading of 116.9.
- Win rate over the trailing 39 months stands at 56.4% — 22 positive months versus 17 negative months.
Bank of America ended September 2026 at $57.73, posting a monthly return of −6.80%. The S&P 500 returned −0.70% over the same window, leaving relative performance at −6.10%.
The current quarter stands at +1.32% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +4.70% versus the 200-day moving average ($55.14).
Year-to-date, BAC is +4.96% against SPY +11.70%, a gap of −6.73%. The stock is currently −11.48% below its 52-week high, with maximum 3-year drawdown at −28.01%.
| Period | BAC | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.77% | −0.12% | −0.65% |
| 1 Week | −7.91% | −0.34% | −7.57% |
| 1 Month | −6.80% | −0.70% | −6.10% |
| 3 Months | +1.57% | +2.80% | −1.23% |
| 6 Months | +23.57% | +13.85% | +9.72% |
| YTD | +4.96% | +11.70% | −6.73% |
| 12 Months | +10.74% | +15.01% | −4.27% |
| 3 Years | +100.73% | +71.69% | +29.04% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2023 | +15.76% |
| #2 | Nov 2024 | +13.61% |
| #3 | Jul 2023 | +11.54% |
| #4 | May 2025 | +10.66% |
| #5 | Dec 2023 | +10.43% |
| Rank | Month | Return |
|---|---|---|
| #1 | Aug 2023 | −10.41% |
| #2 | Mar 2025 | −9.48% |
| #3 | Dec 2024 | −7.49% |
| #4 | Sep 2026 | −6.80% |
| #5 | Feb 2026 | −6.33% |
| Quarter | Return |
|---|---|
| Q2 2025 | +13.40% |
| Q3 2025 | +9.02% |
| Q4 2025 | +6.61% |
| Q1 2026 | −11.36% |
| Q2 2026 | +16.88% |
| Q3 2026 (QTD) | +1.32% |
| Year | Return |
|---|---|
| 2023 | +1.66% |
| 2024 | +30.53% |
| 2025 | +25.14% |
| 2026 | +4.96% |
| Metric | Value |
|---|---|
| 52-Week High | $65.22 (2026-08-17) |
| 52-Week Low | $46.12 (2026-03-19) |
| Current Price | $57.73 |
| 200-Day Moving Average | $55.14 |
| Price vs 200DMA | +4.70% |
| 3-Year Maximum Drawdown | −28.01% (2025-04-04) |
| Current Drawdown from 52W High | −11.48% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 116.9 |
| 3-Year Excess Return vs S&P 500 | +29.04% |
| RS Peak | 130.4 (Jul 2026) |
| RS Trough | 92.7 (Oct 2023) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was BAC's return for this report period?
BAC returned −6.80% in the latest monthly window ending 2026-09-18.
Has BAC outperformed SPY year to date?
YTD BAC: +4.96% vs SPY: +11.70%.
What is BAC's 12-month return?
+10.74% over the trailing 12 months.
Is BAC above or below its 200-day moving average?
Price is +4.70% versus 200DMA ($55.14).
What is the maximum drawdown in the 3-year window?
−28.01% on 2025-04-04.