BK monthly performance report
Check BK's monthly returns, drawdown, and seasonality trends — updated every month.
BK monthly report
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Key takeaways
- BNY Mellon (BK) closed October 2026 at $162.24, up 10.79% for the month and +54.47% over the trailing 12 months.
- Year-to-date, BK is +39.75%, outperforming the S&P 500 which has returned +13.08% YTD.
- The stock is trading +37.98% versus its 200-day moving average ($117.58), a bullish technical signal.
- Over the past three years, BK has outperformed the S&P 500 by +195.74%, with a relative strength index reading of 210.5.
- Win rate over the trailing 39 months stands at 71.8% — 28 positive months versus 11 negative months.
BNY Mellon ended October 2026 at $162.24, posting a monthly return of +10.79%. The S&P 500 returned +3.22% over the same window, leaving relative performance at +7.57%.
The current quarter stands at +10.79% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +37.98% versus the 200-day moving average ($117.58).
Year-to-date, BK is +39.75% against SPY +13.08%, a gap of +26.68%. The stock is currently −1.15% below its 52-week high, with maximum 3-year drawdown at −17.58%.
| Period | BK | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.52% | +0.66% | −1.17% |
| 1 Week | +16.59% | +1.11% | +15.48% |
| 1 Month | +10.79% | +3.22% | +7.57% |
| 3 Months | +35.80% | +2.75% | +33.05% |
| 6 Months | +45.65% | +12.18% | +33.47% |
| YTD | +39.75% | +13.08% | +26.68% |
| 12 Months | +54.47% | +19.25% | +35.22% |
| 3 Years | +271.00% | +75.26% | +195.74% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2023 | +13.69% |
| #2 | Apr 2026 | +13.27% |
| #3 | Jan 2025 | +11.84% |
| #4 | Jul 2025 | +11.35% |
| #5 | Aug 2026 | +10.79% |
| Rank | Month | Return |
|---|---|---|
| #1 | Dec 2024 | −6.16% |
| #2 | Mar 2025 | −5.71% |
| #3 | May 2023 | −5.61% |
| #4 | Sep 2023 | −4.95% |
| #5 | Apr 2025 | −4.13% |
| Quarter | Return |
|---|---|
| Q2 2025 | +8.63% |
| Q3 2025 | +19.59% |
| Q4 2025 | +6.54% |
| Q1 2026 | +2.19% |
| Q2 2026 | +23.44% |
| Q3 2026 (QTD) | +10.79% |
| Year | Return |
|---|---|
| 2023 | +14.35% |
| 2024 | +47.61% |
| 2025 | +51.10% |
| 2026 | +39.75% |
| Metric | Value |
|---|---|
| 52-Week High | $164.13 (2026-08-26) |
| 52-Week Low | $87.41 (2025-06-23) |
| Current Price | $162.24 |
| 200-Day Moving Average | $117.58 |
| Price vs 200DMA | +37.98% |
| 3-Year Maximum Drawdown | −17.58% (2025-04-04) |
| Current Drawdown from 52W High | −1.15% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 210.5 |
| 3-Year Excess Return vs S&P 500 | +195.74% |
| RS Peak | 213.8 (Aug 2026) |
| RS Trough | 95.2 (Oct 2023) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was BK's return for this report period?
BK returned +10.79% in the latest monthly window ending 2026-08-27.
Has BK outperformed SPY year to date?
YTD BK: +39.75% vs SPY: +13.08%.
What is BK's 12-month return?
+54.47% over the trailing 12 months.
Is BK above or below its 200-day moving average?
Price is +37.98% versus 200DMA ($117.58).
What is the maximum drawdown in the 3-year window?
−17.58% on 2025-04-04.