BR monthly performance report
View BR's monthly returns, drawdown, and seasonality trends — updated every month.
BR monthly report
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Key takeaways
- Broadridge Financial Solutions (BR) closed November 2026 at $191.47, up 7.07% for the month and −14.39% over the trailing 12 months.
- Year-to-date, BR is −14.20%, underperforming the S&P 500 which has returned +11.03% YTD.
- The stock is trading +15.82% versus its 200-day moving average ($165.32), a bullish technical signal.
- Over the past three years, BR has underperformed the S&P 500 by −63.73%, with a relative strength index reading of 62.6.
- Win rate over the trailing 39 months stands at 48.7% — 19 positive months versus 20 negative months.
Broadridge Financial Solutions ended November 2026 at $191.47, posting a monthly return of +7.07%. The S&P 500 returned +0.19% over the same window, leaving relative performance at +6.89%.
The current quarter stands at +18.85% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +15.82% versus the 200-day moving average ($165.32).
Year-to-date, BR is −14.20% against SPY +11.03%, a gap of −25.23%. The stock is currently −17.86% below its 52-week high, with maximum 3-year drawdown at −49.25%.
| Period | BR | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.72% | −0.35% | −0.36% |
| 1 Week | −1.26% | +3.29% | −4.55% |
| 1 Month | +7.07% | +0.19% | +6.89% |
| 3 Months | +11.96% | −2.48% | +14.44% |
| 6 Months | +33.03% | +2.00% | +31.03% |
| YTD | −14.20% | +11.03% | −25.23% |
| 12 Months | −14.39% | +10.79% | −25.18% |
| 3 Years | +8.10% | +71.83% | −63.73% |
| Rank | Month | Return |
|---|---|---|
| #1 | Aug 2026 | +18.47% |
| #2 | Nov 2023 | +13.58% |
| #3 | Jul 2026 | +12.41% |
| #4 | Nov 2024 | +11.93% |
| #5 | Oct 2026 | +11.00% |
| Rank | Month | Return |
|---|---|---|
| #1 | Mar 2026 | −12.58% |
| #2 | Jan 2026 | −11.68% |
| #3 | Sep 2026 | −11.67% |
| #4 | Jun 2026 | −10.91% |
| #5 | Oct 2025 | −7.46% |
| Quarter | Return |
|---|---|
| Q3 2025 | −2.00% |
| Q4 2025 | −6.30% |
| Q1 2026 | −27.19% |
| Q2 2026 | −15.71% |
| Q3 2026 | +17.63% |
| Q4 2026 (QTD) | +18.85% |
| Year | Return |
|---|---|
| 2023 | +53.40% |
| 2024 | +9.89% |
| 2025 | −1.29% |
| 2026 | −14.20% |
| Metric | Value |
|---|---|
| 52-Week High | $233.10 (2025-12-05) |
| 52-Week Low | $133.83 (2026-06-22) |
| Current Price | $191.47 |
| 200-Day Moving Average | $165.32 |
| Price vs 200DMA | +15.82% |
| 3-Year Maximum Drawdown | −49.25% (2026-06-29) |
| Current Drawdown from 52W High | −17.86% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 62.6 |
| 3-Year Excess Return vs S&P 500 | −63.73% |
| RS Peak | 110.9 (Apr 2025) |
| RS Trough | 45.3 (Jun 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was BR's return for this report period?
BR returned +7.07% in the latest monthly window ending 2026-11-12.
Has BR outperformed SPY year to date?
YTD BR: −14.20% vs SPY: +11.03%.
What is BR's 12-month return?
−14.39% over the trailing 12 months.
Is BR above or below its 200-day moving average?
Price is +15.82% versus 200DMA ($165.32).
What is the maximum drawdown in the 3-year window?
−49.25% on 2026-06-29.