RJF monthly performance report
View RJF's monthly returns, drawdown, and seasonality trends — updated every month.
RJF monthly report
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Key takeaways
- Raymond James Financial (RJF) closed November 2026 at $168.64, up 7.26% for the month and +4.63% over the trailing 12 months.
- Year-to-date, RJF is +5.01%, underperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading +5.39% versus its 200-day moving average ($160.02), a bullish technical signal.
- Over the past three years, RJF has underperformed the S&P 500 by −3.67%, with a relative strength index reading of 97.9.
- Win rate over the trailing 39 months stands at 59% — 23 positive months versus 16 negative months.
Raymond James Financial ended November 2026 at $168.64, posting a monthly return of +7.26%. The S&P 500 returned −0.18% over the same window, leaving relative performance at +7.44%.
The current quarter stands at +6.72% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +5.39% versus the 200-day moving average ($160.02).
Year-to-date, RJF is +5.01% against SPY +10.62%, a gap of −5.61%. The stock is currently −7.71% below its 52-week high, with maximum 3-year drawdown at −28.38%.
| Period | RJF | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.81% | −0.36% | +1.17% |
| 1 Week | +3.58% | +2.59% | +0.99% |
| 1 Month | +7.26% | −0.18% | +7.44% |
| 3 Months | −6.04% | −2.37% | −3.67% |
| 6 Months | +8.40% | +0.83% | +7.57% |
| YTD | +5.01% | +10.62% | −5.61% |
| 12 Months | +4.63% | +12.25% | −7.62% |
| 3 Years | +67.70% | +71.37% | −3.67% |
| Rank | Month | Return |
|---|---|---|
| #1 | Oct 2024 | +21.04% |
| #2 | Jul 2026 | +15.75% |
| #3 | Nov 2024 | +14.21% |
| #4 | Nov 2023 | +10.17% |
| #5 | Apr 2026 | +9.34% |
| Rank | Month | Return |
|---|---|---|
| #1 | Sep 2026 | −11.31% |
| #2 | Mar 2025 | −10.19% |
| #3 | May 2026 | −9.42% |
| #4 | Dec 2024 | −8.24% |
| #5 | Feb 2025 | −8.20% |
| Quarter | Return |
|---|---|
| Q3 2025 | +12.54% |
| Q4 2025 | −6.96% |
| Q1 2026 | −9.84% |
| Q2 2026 | +5.00% |
| Q3 2026 | +3.94% |
| Q4 2026 (QTD) | +6.72% |
| Year | Return |
|---|---|
| 2023 | +4.35% |
| 2024 | +39.31% |
| 2025 | +3.39% |
| 2026 | +5.01% |
| Metric | Value |
|---|---|
| 52-Week High | $182.73 (2026-08-06) |
| 52-Week Low | $138.82 (2026-04-02) |
| Current Price | $168.64 |
| 200-Day Moving Average | $160.02 |
| Price vs 200DMA | +5.39% |
| 3-Year Maximum Drawdown | −28.38% (2025-04-04) |
| Current Drawdown from 52W High | −7.71% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 97.9 |
| 3-Year Excess Return vs S&P 500 | −3.67% |
| RS Peak | 125.1 (Jan 2025) |
| RS Trough | 82.4 (May 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was RJF's return for this report period?
RJF returned +7.26% in the latest monthly window ending 2026-11-13.
Has RJF outperformed SPY year to date?
YTD RJF: +5.01% vs SPY: +10.62%.
What is RJF's 12-month return?
+4.63% over the trailing 12 months.
Is RJF above or below its 200-day moving average?
Price is +5.39% versus 200DMA ($160.02).
What is the maximum drawdown in the 3-year window?
−28.38% on 2025-04-04.