BR monthly performance report
Monthly BR research: returns, drawdown, relative strength, seasonality, and key stats.
BR monthly report
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Key takeaways
- Broadridge Financial Solutions (BR) closed August 2026 at $163.41, up 6.14% for the month and −38.41% over the trailing 12 months.
- Year-to-date, BR is −26.78%, underperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading −10.80% versus its 200-day moving average ($183.20), a cautious technical signal.
- Over the past three years, BR has underperformed the S&P 500 by −73.68%, with a relative strength index reading of 57.6.
- Win rate over the trailing 39 months stands at 53.8% — 21 positive months versus 18 negative months.
Broadridge Financial Solutions ended August 2026 at $163.41, posting a monthly return of +6.14%. The S&P 500 returned +3.05% over the same window, leaving relative performance at +3.10%.
The current quarter stands at +9.72% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −10.80% versus the 200-day moving average ($183.20).
Year-to-date, BR is −26.78% against SPY +12.89%, a gap of −39.66%. The stock is currently −39.90% below its 52-week high, with maximum 3-year drawdown at −49.25%.
| Period | BR | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −2.97% | −0.20% | −2.77% |
| 1 Week | +3.31% | +3.90% | −0.60% |
| 1 Month | +6.14% | +3.05% | +3.10% |
| 3 Months | +6.12% | +7.11% | −0.99% |
| 6 Months |