NTRS monthly performance report
Check NTRS's monthly returns, drawdown, and seasonality trends — updated every month.
NTRS monthly report
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Key takeaways
- Northern Trust (NTRS) closed September 2026 at $177.89, down 4.13% for the month and +34.54% over the trailing 12 months.
- Year-to-date, NTRS is +30.24%, outperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading +11.17% versus its 200-day moving average ($160.02), a bullish technical signal.
- Over the past three years, NTRS has outperformed the S&P 500 by +76.20%, with a relative strength index reading of 144.4.
- Win rate over the trailing 39 months stands at 59% — 23 positive months versus 16 negative months.
Northern Trust ended September 2026 at $177.89, posting a monthly return of −4.13%. The S&P 500 returned −0.70% over the same window, leaving relative performance at −3.43%.
The current quarter stands at +2.33% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +11.17% versus the 200-day moving average ($160.02).
Year-to-date, NTRS is +30.24% against SPY +11.70%, a gap of +18.54%. The stock is currently −8.24% below its 52-week high, with maximum 3-year drawdown at −25.80%.
| Period | NTRS | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.54% | −0.12% | +0.66% |
| 1 Week | −5.97% | −0.34% | −5.63% |
| 1 Month | −4.13% | −0.70% | −3.43% |
| 3 Months | +1.74% | +2.80% | −1.05% |
| 6 Months | +29.92% | +13.85% | +16.07% |
| YTD | +30.24% | +11.70% | +18.54% |
| 12 Months | +34.54% | +15.01% | +19.53% |
| 3 Years | +147.90% | +71.69% | +76.20% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2023 | +20.24% |
| #2 | Apr 2026 | +19.18% |
| #3 | Jun 2025 | +18.78% |
| #4 | May 2025 | +13.58% |
| #5 | Oct 2024 | +11.65% |
| Rank | Month | Return |
|---|---|---|
| #1 | Mar 2025 | −10.50% |
| #2 | Sep 2023 | −8.66% |
| #3 | Dec 2024 | −7.79% |
| #4 | Apr 2024 | −7.34% |
| #5 | Jan 2024 | −5.62% |
| Quarter | Return |
|---|---|
| Q2 2025 | +28.53% |
| Q3 2025 | +6.16% |
| Q4 2025 | +1.48% |
| Q1 2026 | +2.18% |
| Q2 2026 | +24.55% |
| Q3 2026 (QTD) | +2.33% |
| Year | Return |
|---|---|
| 2023 | −4.64% |
| 2024 | +21.47% |
| 2025 | +33.26% |
| 2026 | +30.24% |
| Metric | Value |
|---|---|
| 52-Week High | $193.87 (2026-08-17) |
| 52-Week Low | $121.12 (2025-10-17) |
| Current Price | $177.89 |
| 200-Day Moving Average | $160.02 |
| Price vs 200DMA | +11.17% |
| 3-Year Maximum Drawdown | −25.80% (2025-04-08) |
| Current Drawdown from 52W High | −8.24% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 144.4 |
| 3-Year Excess Return vs S&P 500 | +76.20% |
| RS Peak | 156.5 (Jul 2026) |
| RS Trough | 91.9 (Jun 2024) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was NTRS's return for this report period?
NTRS returned −4.13% in the latest monthly window ending 2026-09-18.
Has NTRS outperformed SPY year to date?
YTD NTRS: +30.24% vs SPY: +11.70%.
What is NTRS's 12-month return?
+34.54% over the trailing 12 months.
Is NTRS above or below its 200-day moving average?
Price is +11.17% versus 200DMA ($160.02).
What is the maximum drawdown in the 3-year window?
−25.80% on 2025-04-08.