BLK monthly performance report
View BLK's monthly returns, drawdown, and seasonality trends — updated every month.
BLK monthly report
—
Key takeaways
- BlackRock (BLK) closed September 2026 at $1,037.24, down 10.24% for the month and −7.30% over the trailing 12 months.
- Year-to-date, BLK is −3.09%, underperforming the S&P 500 which has returned +10.58% YTD.
- The stock is trading −2.15% versus its 200-day moving average ($1,060.07), a cautious technical signal.
- Over the past three years, BLK has underperformed the S&P 500 by −21.34%, with a relative strength index reading of 87.8.
- Win rate over the trailing 39 months stands at 61.5% — 24 positive months versus 15 negative months.
BlackRock ended September 2026 at $1,037.24, posting a monthly return of −10.24%. The S&P 500 returned −1.69% over the same window, leaving relative performance at −8.55%.
The current quarter stands at +7.87% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −2.15% versus the 200-day moving average ($1,060.07).
Year-to-date, BLK is −3.09% against SPY +10.58%, a gap of −13.67%. The stock is currently −14.98% below its 52-week high, with maximum 3-year drawdown at −24.15%.
| Period | BLK | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −2.02% | −0.44% | −1.58% |
| 1 Week | −3.25% | −1.10% | −2.15% |
| 1 Month | −10.24% | −1.69% | −8.55% |
| 3 Months | +0.51% | −0.10% | +0.61% |
| 6 Months | +9.05% | +13.21% | −4.16% |
| YTD | −3.09% | +10.58% | −13.67% |
| 12 Months | −7.30% | +14.25% | −21.55% |
| 3 Years | +48.73% | +70.07% | −21.34% |
| 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 | Sep 2026 | −10.24% |
| #2 | Mar 2026 | −9.55% |
| #3 | Apr 2024 | −9.48% |
| #4 | Feb 2025 | −9.09% |
| #5 | Jun 2026 | −8.15% |
| 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) | +7.87% |
| Year | Return |
|---|---|
| 2023 | +14.56% |
| 2024 | +26.28% |
| 2025 | +4.41% |
| 2026 | −3.09% |
| Metric | Value |
|---|---|
| 52-Week High | $1,219.94 (2025-10-15) |
| 52-Week Low | $917.39 (2026-03-12) |
| Current Price | $1,037.24 |
| 200-Day Moving Average | $1,060.07 |
| Price vs 200DMA | −2.15% |
| 3-Year Maximum Drawdown | −24.15% (2025-04-08) |
| Current Drawdown from 52W High | −14.98% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 87.8 |
| 3-Year Excess Return vs S&P 500 | −21.34% |
| RS Peak | 115.4 (Oct 2025) |
| RS Trough | 81.9 (Jun 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was BLK's return for this report period?
BLK returned −10.24% in the latest monthly window ending 2026-09-16.
Has BLK outperformed SPY year to date?
YTD BLK: −3.09% vs SPY: +10.58%.
What is BLK's 12-month return?
−7.30% over the trailing 12 months.
Is BLK above or below its 200-day moving average?
Price is −2.15% versus 200DMA ($1,060.07).
What is the maximum drawdown in the 3-year window?
−24.15% on 2025-04-08.