BDX monthly performance report
Monthly BDX research: returns, drawdown, relative strength, seasonality, and key stats.
BDX monthly report
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Key takeaways
- Becton Dickinson (BDX) closed September 2026 at $182.91, down 2.76% for the month and +24.52% over the trailing 12 months.
- Year-to-date, BDX is +19.89%, outperforming the S&P 500 which has returned +11.58% YTD.
- The stock is trading +14.10% versus its 200-day moving average ($160.30), a bullish technical signal.
- Over the past three years, BDX has underperformed the S&P 500 by −81.02%, with a relative strength index reading of 52.
- Win rate over the trailing 39 months stands at 48.7% — 19 positive months versus 20 negative months.
Becton Dickinson ended September 2026 at $182.91, posting a monthly return of −2.76%. The S&P 500 returned −0.80% over the same window, leaving relative performance at −1.96%.
The current quarter stands at +20.87% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +14.10% versus the 200-day moving average ($160.30).
Year-to-date, BDX is +19.89% against SPY +11.58%, a gap of +8.31%. The stock is currently −5.26% below its 52-week high, with maximum 3-year drawdown at −38.20%.
| Period | BDX | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +2.85% | −0.45% | +3.29% |
| 1 Week | −0.99% | −1.21% | +0.22% |
| 1 Month | −2.76% | −0.80% | −1.96% |
| 3 Months | +23.76% | +3.13% | +20.63% |
| 6 Months | +10.55% | +12.36% | −1.81% |
| YTD | +19.89% | +11.58% | +8.31% |
| 12 Months | +24.52% | +15.74% | +8.78% |
| 3 Years | −12.08% | +68.95% | −81.02% |
| Rank | Month | Return |
|---|---|---|
| #1 | Aug 2026 | +13.58% |
| #2 | Feb 2026 | +10.32% |
| #3 | Jul 2026 | +9.44% |
| #4 | Jan 2025 | +9.13% |
| #5 | Nov 2025 | +8.56% |
| Rank | Month | Return |
|---|---|---|
| #1 | May 2025 | −16.66% |
| #2 | Mar 2026 | −10.91% |
| #3 | Apr 2025 | −9.59% |
| #4 | Feb 2025 | −8.91% |
| #5 | Sep 2023 | −7.48% |
| Quarter | Return |
|---|---|
| Q2 2025 | −24.80% |
| Q3 2025 | +8.66% |
| Q4 2025 | +3.68% |
| Q1 2026 | +3.05% |
| Q2 2026 | −3.75% |
| Q3 2026 (QTD) | +20.87% |
| Year | Return |
|---|---|
| 2023 | −4.12% |
| 2024 | −6.95% |
| 2025 | −14.46% |
| 2026 | +19.89% |
| Metric | Value |
|---|---|
| 52-Week High | $193.07 (2026-08-24) |
| 52-Week Low | $127.59 (2025-11-06) |
| Current Price | $182.91 |
| 200-Day Moving Average | $160.30 |
| Price vs 200DMA | +14.10% |
| 3-Year Maximum Drawdown | −38.20% (2025-05-06) |
| Current Drawdown from 52W High | −5.26% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 52 |
| 3-Year Excess Return vs S&P 500 | −81.02% |
| RS Peak | 105 (Sep 2023) |
| RS Trough | 40.9 (Jun 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was BDX's return for this report period?
BDX returned −2.76% in the latest monthly window ending 2026-09-14.
Has BDX outperformed SPY year to date?
YTD BDX: +19.89% vs SPY: +11.58%.
What is BDX's 12-month return?
+24.52% over the trailing 12 months.
Is BDX above or below its 200-day moving average?
Price is +14.10% versus 200DMA ($160.30).
What is the maximum drawdown in the 3-year window?
−38.20% on 2025-05-06.