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 August 2026 at $1,133.58, up 3.96% for the month and +2.16% over the trailing 12 months.
- Year-to-date, BLK is +5.91%, underperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +7.53% versus its 200-day moving average ($1,054.22), a bullish technical signal.
- Over the past three years, BLK has underperformed the S&P 500 by −12.69%, with a relative strength index reading of 93.1.
- Win rate over the trailing 39 months stands at 59% — 23 positive months versus 16 negative months.
BlackRock ended August 2026 at $1,133.58, posting a monthly return of +3.96%. The S&P 500 returned +3.05% over the same window, leaving relative performance at +0.91%.
The current quarter stands at +13.04% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +7.53% versus the 200-day moving average ($1,054.22).
Year-to-date, BLK is +5.91% against SPY +12.89%, a gap of −6.98%. The stock is currently −7.08% below its 52-week high, with maximum 3-year drawdown at −24.15%.
| Period | BLK | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.22% | −0.20% | +0.42% |
| 1 Week | +3.28% | +3.90% | −0.62% |
| 1 Month | +3.96% | +3.05% | +0.91% |
| 3 Months | +6.38% | +7.11% | −0.74% |
| 6 Months |