RJF monthly performance report
Monthly RJF research: returns, drawdown, relative strength, seasonality, and key stats.
RJF monthly report
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Key takeaways
- Raymond James Financial (RJF) closed August 2026 at $180.55, up 2.60% for the month and +8.36% over the trailing 12 months.
- Year-to-date, RJF is +12.43%, underperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +13.90% versus its 200-day moving average ($158.51), a bullish technical signal.
- Over the past three years, RJF has underperformed the S&P 500 by −4.86%, with a relative strength index reading of 97.
- Win rate over the trailing 39 months stands at 61.5% — 24 positive months versus 15 negative months.
Raymond James Financial ended August 2026 at $180.55, posting a monthly return of +2.60%. The S&P 500 returned +3.05% over the same window, leaving relative performance at −0.45%.
The current quarter stands at +17.47% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +13.90% versus the 200-day moving average ($158.51).
Year-to-date, RJF is +12.43% against SPY +12.89%, a gap of −0.46%. The stock is currently −0.73% below its 52-week high, with maximum 3-year drawdown at −28.38%.
| Period | RJF | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +1.11% | −0.20% | +1.31% |
| 1 Week | +1.90% | +3.90% | −2.00% |
| 1 Month | +2.60% | +3.05% | −0.45% |
| 3 Months | +14.04% | +7.11% | +6.93% |
| 6 Months |