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 September 2026 at $164.75, down 7.53% for the month and −5.28% over the trailing 12 months.
- Year-to-date, RJF is +2.59%, underperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading +2.44% versus its 200-day moving average ($160.83), a bullish technical signal.
- Over the past three years, RJF has underperformed the S&P 500 by −17.95%, with a relative strength index reading of 89.5.
- Win rate over the trailing 39 months stands at 59% — 23 positive months versus 16 negative months.
Raymond James Financial ended September 2026 at $164.75, posting a monthly return of −7.53%. The S&P 500 returned −0.70% over the same window, leaving relative performance at −6.83%.
The current quarter stands at +8.37% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +2.44% versus the 200-day moving average ($160.83).
Year-to-date, RJF is +2.59% against SPY +11.70%, a gap of −9.11%. The stock is currently −9.84% below its 52-week high, with maximum 3-year drawdown at −28.38%.
| Period | RJF | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.60% | −0.12% | +0.72% |
| 1 Week | −5.02% | −0.34% | −4.68% |
| 1 Month | −7.53% | −0.70% | −6.83% |
| 3 Months | +4.07% | +2.80% | +1.27% |
| 6 Months | +12.87% | +13.85% | −0.98% |
| YTD | +2.59% | +11.70% | −9.11% |
| 12 Months | −5.28% | +15.01% | −20.29% |
| 3 Years | +53.74% | +71.69% | −17.95% |
| 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 | Mar 2025 | −10.19% |
| #2 | May 2026 | −9.42% |
| #3 | Dec 2024 | −8.24% |
| #4 | Feb 2025 | −8.20% |
| #5 | Oct 2025 | −8.07% |
| Quarter | Return |
|---|---|
| Q2 2025 | +10.41% |
| Q3 2025 | +12.54% |
| Q4 2025 | −6.96% |
| Q1 2026 | −9.84% |
| Q2 2026 | +5.00% |
| Q3 2026 (QTD) | +8.37% |
| Year | Return |
|---|---|
| 2023 | +4.35% |
| 2024 | +39.31% |
| 2025 | +3.39% |
| 2026 | +2.59% |
| Metric | Value |
|---|---|
| 52-Week High | $182.73 (2026-08-06) |
| 52-Week Low | $138.82 (2026-04-02) |
| Current Price | $164.75 |
| 200-Day Moving Average | $160.83 |
| Price vs 200DMA | +2.44% |
| 3-Year Maximum Drawdown | −28.38% (2025-04-04) |
| Current Drawdown from 52W High | −9.84% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 89.5 |
| 3-Year Excess Return vs S&P 500 | −17.95% |
| RS Peak | 118.3 (Jan 2025) |
| RS Trough | 77.9 (May 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was RJF's return for this report period?
RJF returned −7.53% in the latest monthly window ending 2026-09-18.
Has RJF outperformed SPY year to date?
YTD RJF: +2.59% vs SPY: +11.70%.
What is RJF's 12-month return?
−5.28% over the trailing 12 months.
Is RJF above or below its 200-day moving average?
Price is +2.44% versus 200DMA ($160.83).
What is the maximum drawdown in the 3-year window?
−28.38% on 2025-04-04.