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 September 2026 at $163.13, down 10.55% for the month and −32.75% over the trailing 12 months.
- Year-to-date, BR is −26.90%, underperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading −7.17% versus its 200-day moving average ($175.73), a cautious technical signal.
- Over the past three years, BR has underperformed the S&P 500 by −83.50%, with a relative strength index reading of 51.4.
- Win rate over the trailing 39 months stands at 48.7% — 19 positive months versus 20 negative months.
Broadridge Financial Solutions ended September 2026 at $163.13, posting a monthly return of −10.55%. The S&P 500 returned −0.70% over the same window, leaving relative performance at −9.86%.
The current quarter stands at +19.12% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −7.17% versus the 200-day moving average ($175.73).
Year-to-date, BR is −26.90% against SPY +11.70%, a gap of −38.60%. The stock is currently −36.21% 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% | −0.12% | −0.60% |
| 1 Week | −2.75% | −0.34% | −2.41% |
| 1 Month | −10.55% | −0.70% | −9.86% |
| 3 Months | +13.38% | +2.80% | +10.58% |
| 6 Months | −8.52% | +13.85% | −22.37% |
| YTD | −26.90% | +11.70% | −38.60% |
| 12 Months | −32.75% | +15.01% | −47.76% |
| 3 Years | −11.80% | +71.69% | −83.50% |
| Rank | Month | Return |
|---|---|---|
| #1 | Aug 2026 | +18.47% |
| #2 | Nov 2023 | +13.58% |
| #3 | Jul 2026 | +12.41% |
| #4 | Nov 2024 | +11.93% |
| #5 | Aug 2023 | +10.89% |
| Rank | Month | Return |
|---|---|---|
| #1 | Mar 2026 | −12.58% |
| #2 | Jan 2026 | −11.68% |
| #3 | Jun 2026 | −10.91% |
| #4 | Sep 2026 | −10.55% |
| #5 | Oct 2025 | −7.46% |
| Quarter | Return |
|---|---|
| Q2 2025 | +0.24% |
| Q3 2025 | −2.00% |
| Q4 2025 | −6.30% |
| Q1 2026 | −27.19% |
| Q2 2026 | −15.71% |
| Q3 2026 (QTD) | +19.12% |
| Year | Return |
|---|---|
| 2023 | +53.40% |
| 2024 | +9.89% |
| 2025 | −1.29% |
| 2026 | −26.90% |
| Metric | Value |
|---|---|
| 52-Week High | $255.74 (2025-09-12) |
| 52-Week Low | $133.83 (2026-06-22) |
| Current Price | $163.13 |
| 200-Day Moving Average | $175.73 |
| Price vs 200DMA | −7.17% |
| 3-Year Maximum Drawdown | −49.25% (2026-06-29) |
| Current Drawdown from 52W High | −36.21% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 51.4 |
| 3-Year Excess Return vs S&P 500 | −83.50% |
| RS Peak | 107.5 (Apr 2025) |
| RS Trough | 43.8 (Jun 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was BR's return for this report period?
BR returned −10.55% in the latest monthly window ending 2026-09-18.
Has BR outperformed SPY year to date?
YTD BR: −26.90% vs SPY: +11.70%.
What is BR's 12-month return?
−32.75% over the trailing 12 months.
Is BR above or below its 200-day moving average?
Price is −7.17% versus 200DMA ($175.73).
What is the maximum drawdown in the 3-year window?
−49.25% on 2026-06-29.