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 | −17.61% | +10.70% | −28.31% |
| YTD | −26.78% | +12.89% | −39.66% |
| 12 Months | −38.41% | +22.58% | −61.00% |
| 3 Years | −1.39% | +72.29% | −73.68% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2023 | +13.71% |
| #2 | Jul 2026 | +13.00% |
| #3 | Jun 2023 | +12.39% |
| #4 | Nov 2024 | +11.74% |
| #5 | Aug 2023 | +11.14% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jan 2026 | −11.68% |
| #2 | Jun 2026 | −11.67% |
| #3 | Mar 2026 | −11.02% |
| #4 | Oct 2025 | −6.88% |
| #5 | Sep 2025 | −6.54% |
| Quarter | Return |
|---|---|
| Q2 2025 | +3.24% |
| Q3 2025 | −1.06% |
| Q4 2025 | −4.79% |
| Q1 2026 | −26.06% |
| Q2 2026 | −18.39% |
| Q3 2026 (QTD) | +9.72% |
| Year | Return |
|---|---|
| 2023 | +56.02% |
| 2024 | +12.43% |
| 2025 | +4.25% |
| 2026 | −33.80% |
| Metric | Value |
|---|---|
| 52-Week High | $271.91 (2025-08-07) |
| 52-Week Low | $133.83 (2026-06-22) |
| Current Price | $163.41 |
| 200-Day Moving Average | $183.20 |
| Price vs 200DMA | −10.80% |
| 3-Year Maximum Drawdown | −49.25% (2026-06-29) |
| Current Drawdown from 52W High | −39.90% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 57.6 |
| 3-Year Excess Return vs S&P 500 | −73.68% |
| RS Peak | 121.5 (Apr 2025) |
| RS Trough | 49.6 (Jun 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was BR's return for this report period?
BR returned +6.14% in the latest monthly window ending 2026-08-05.
Has BR outperformed SPY year to date?
YTD BR: −26.78% vs SPY: +12.89%.
What is BR's 12-month return?
−38.41% over the trailing 12 months.
Is BR above or below its 200-day moving average?
Price is −10.80% versus 200DMA ($183.20).
What is the maximum drawdown in the 3-year window?
−49.25% on 2026-06-29.