NTRS monthly performance report
Check NTRS's monthly returns, drawdown, and seasonality trends — updated every month.
NTRS monthly report
—
Key takeaways
- Northern Trust (NTRS) closed November 2026 at $178.24, up 5.37% for the month and +38.27% over the trailing 12 months.
- Year-to-date, NTRS is +30.49%, outperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading +6.90% versus its 200-day moving average ($166.73), a bullish technical signal.
- Over the past three years, NTRS has outperformed the S&P 500 by +79.74%, with a relative strength index reading of 146.5.
- Win rate over the trailing 39 months stands at 59% — 23 positive months versus 16 negative months.
Northern Trust ended November 2026 at $178.24, posting a monthly return of +5.37%. The S&P 500 returned −0.18% over the same window, leaving relative performance at +5.55%.
The current quarter stands at +5.24% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +6.90% versus the 200-day moving average ($166.73).
Year-to-date, NTRS is +30.49% against SPY +10.62%, a gap of +19.87%. The stock is currently −8.06% below its 52-week high, with maximum 3-year drawdown at −25.80%.
| Period | NTRS | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.32% | −0.36% | +0.68% |
| 1 Week | +3.17% | +2.59% | +0.58% |
| 1 Month | +5.37% | −0.18% | +5.55% |
| 3 Months | −6.91% | −2.37% | −4.54% |
| 6 Months | +8.48% | +0.83% | +7.66% |
| YTD | +30.49% | +10.62% | +19.87% |
| 12 Months | +38.27% | +12.25% | +26.02% |
| 3 Years | +151.11% | +71.37% | +79.74% |
| 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 2026 | −8.73% |
| #3 | Sep 2023 | −8.66% |
| #4 | Dec 2024 | −7.79% |
| #5 | Apr 2024 | −7.34% |
| Quarter | Return |
|---|---|
| Q3 2025 | +6.16% |
| Q4 2025 | +1.48% |
| Q1 2026 | +2.18% |
| Q2 2026 | +24.55% |
| Q3 2026 | −2.58% |
| Q4 2026 (QTD) | +5.24% |
| Year | Return |
|---|---|
| 2023 | −4.64% |
| 2024 | +21.47% |
| 2025 | +33.26% |
| 2026 | +30.49% |
| Metric | Value |
|---|---|
| 52-Week High | $193.87 (2026-08-17) |
| 52-Week Low | $121.53 (2025-11-18) |
| Current Price | $178.24 |
| 200-Day Moving Average | $166.73 |
| Price vs 200DMA | +6.90% |
| 3-Year Maximum Drawdown | −25.80% (2025-04-08) |
| Current Drawdown from 52W High | −8.06% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 146.5 |
| 3-Year Excess Return vs S&P 500 | +79.74% |
| RS Peak | 157 (Jul 2026) |
| RS Trough | 92.2 (Jun 2024) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was NTRS's return for this report period?
NTRS returned +5.37% in the latest monthly window ending 2026-11-13.
Has NTRS outperformed SPY year to date?
YTD NTRS: +30.49% vs SPY: +10.62%.
What is NTRS's 12-month return?
+38.27% over the trailing 12 months.
Is NTRS above or below its 200-day moving average?
Price is +6.90% versus 200DMA ($166.73).
What is the maximum drawdown in the 3-year window?
−25.80% on 2025-04-08.