BK monthly performance report
Monthly BK research: returns, drawdown, relative strength, seasonality, and key stats.
BK monthly report
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Key takeaways
- BNY Mellon (BK) closed August 2026 at $146.44, up 5.24% for the month and +59.83% over the trailing 12 months.
- Year-to-date, BK is +26.14%, outperforming the S&P 500 which has returned +9.16% YTD.
- The stock is trading +25.64% versus its 200-day moving average ($116.56), a bullish technical signal.
- Over the past three years, BK has outperformed the S&P 500 by +168.06%, with a relative strength index reading of 198.5.
- Win rate over the trailing 39 months stands at 71.8% — 28 positive months versus 11 negative months.
BNY Mellon ended August 2026 at $146.44, posting a monthly return of +5.24%. The S&P 500 returned −1.60% over the same window, leaving relative performance at +6.84%.
The current quarter stands at +16.42% (Q2 2026 (QTD)), while medium-term trend remains constructive: price is +25.64% versus the 200-day moving average ($116.56).
Year-to-date, BK is +26.14% against SPY +9.16%, a gap of +16.98%. The stock is currently −0.09% below its 52-week high, with maximum 3-year drawdown at −17.58%.
| Period | BK | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +5.24% | −0.31% | +5.55% |
| 1 Week | +7.22% | +0.36% | +6.86% |
| 1 Month | +5.24% | −1.60% | +6.84% |
| 3 Months | +21.72% | +12.54% | +9.18% |
| 6 Months |