BLK monthly performance report
Monthly BLK research: returns, drawdown, relative strength, seasonality, and key stats.
BLK monthly report
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Key takeaways
- BlackRock (BLK) closed September 2026 at $1,079.65, down 6.57% for the month and −4.81% over the trailing 12 months.
- Year-to-date, BLK is +0.87%, underperforming the S&P 500 which has returned +12.08% YTD.
- The stock is trading +1.91% versus its 200-day moving average ($1,059.37), a bullish technical signal.
- Over the past three years, BLK has underperformed the S&P 500 by −15.29%, with a relative strength index reading of 91.
- Win rate over the trailing 39 months stands at 61.5% — 24 positive months versus 15 negative months.
BlackRock ended September 2026 at $1,079.65, posting a monthly return of −6.57%. The S&P 500 returned −0.36% over the same window, leaving relative performance at −6.21%.
The current quarter stands at +12.28% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +1.91% versus the 200-day moving average ($1,059.37).
Year-to-date, BLK is +0.87% against SPY +12.08%, a gap of −11.21%. The stock is currently −11.50% below its 52-week high, with maximum 3-year drawdown at −24.15%.
| Period | BLK | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +1.62% | +0.85% | +0.77% |
| 1 Week | −2.48% | −0.11% | −2.36% |
| 1 Month | −6.57% | −0.36% | −6.21% |
| 3 Months | +6.69% | +5.36% | +1.33% |
| 6 Months | +13.00% | +12.68% | +0.32% |
| YTD | +0.87% | +12.08% | −11.21% |
| 12 Months | −4.81% | +16.22% | −21.03% |
| 3 Years | +55.14% | +70.43% | −15.29% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2023 | +22.69% |
| #2 | Jul 2026 | +13.40% |
| #3 | Jul 2024 | +11.33% |
| #4 | Apr 2026 | +10.80% |
| #5 | Dec 2023 | +8.06% |
| Rank | Month | Return |
|---|---|---|
| #1 | Mar 2026 | −9.55% |
| #2 | Apr 2024 | −9.48% |
| #3 | Feb 2025 | −9.09% |
| #4 | Jun 2026 | −8.15% |
| #5 | Sep 2023 | −7.72% |
| Quarter | Return |
|---|---|
| Q2 2025 | +10.86% |
| Q3 2025 | +11.11% |
| Q4 2025 | −8.19% |
| Q1 2026 | −10.15% |
| Q2 2026 | −0.02% |
| Q3 2026 (QTD) | +12.28% |
| Year | Return |
|---|---|
| 2023 | +14.56% |
| 2024 | +26.28% |
| 2025 | +4.41% |
| 2026 | +0.87% |
| Metric | Value |
|---|---|
| 52-Week High | $1,219.94 (2025-10-15) |
| 52-Week Low | $917.39 (2026-03-12) |
| Current Price | $1,079.65 |
| 200-Day Moving Average | $1,059.37 |
| Price vs 200DMA | +1.91% |
| 3-Year Maximum Drawdown | −24.15% (2025-04-08) |
| Current Drawdown from 52W High | −11.50% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 91 |
| 3-Year Excess Return vs S&P 500 | −15.29% |
| RS Peak | 116.5 (Oct 2025) |
| RS Trough | 82.6 (Jun 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was BLK's return for this report period?
BLK returned −6.57% in the latest monthly window ending 2026-09-11.
Has BLK outperformed SPY year to date?
YTD BLK: +0.87% vs SPY: +12.08%.
What is BLK's 12-month return?
−4.81% over the trailing 12 months.
Is BLK above or below its 200-day moving average?
Price is +1.91% versus 200DMA ($1,059.37).
What is the maximum drawdown in the 3-year window?
−24.15% on 2025-04-08.