STT monthly performance report
Explore STT's monthly returns, drawdown, and seasonality trends — updated every month.
STT monthly report
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Key takeaways
- State Street Corporation (STT) closed September 2026 at $182.90, down 4.43% for the month and +65.54% over the trailing 12 months.
- Year-to-date, STT is +41.77%, outperforming the S&P 500 which has returned +10.58% YTD.
- The stock is trading +21.64% versus its 200-day moving average ($150.36), a bullish technical signal.
- Over the past three years, STT has outperformed the S&P 500 by +84.49%, with a relative strength index reading of 151.
- Win rate over the trailing 39 months stands at 59% — 23 positive months versus 16 negative months.
State Street Corporation ended September 2026 at $182.90, posting a monthly return of −4.43%. The S&P 500 returned −1.69% over the same window, leaving relative performance at −2.74%.
The current quarter stands at +7.84% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +21.64% versus the 200-day moving average ($150.36).
Year-to-date, STT is +41.77% against SPY +10.58%, a gap of +31.19%. The stock is currently −6.65% below its 52-week high, with maximum 3-year drawdown at −26.31%.
| Period | STT | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −1.20% | −0.44% | −0.76% |
| 1 Week | −4.68% | −1.10% | −3.59% |
| 1 Month | −4.43% | −1.69% | −2.74% |
| 3 Months | +9.11% | −0.10% | +9.21% |
| 6 Months | +45.16% | +13.21% | +31.95% |
| YTD | +41.77% | +10.58% | +31.19% |
| 12 Months | +65.54% | +14.25% | +51.29% |
| 3 Years | +154.56% | +70.07% | +84.49% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2026 | +20.76% |
| #2 | Jul 2024 | +14.82% |
| #3 | Nov 2023 | +12.67% |
| #4 | Jun 2025 | +10.45% |
| #5 | May 2025 | +9.28% |
| Rank | Month | Return |
|---|---|---|
| #1 | Mar 2025 | −9.78% |
| #2 | Apr 2024 | −6.25% |
| #3 | Aug 2023 | −5.11% |
| #4 | Jan 2024 | −4.63% |
| #5 | Sep 2026 | −4.43% |
| Quarter | Return |
|---|---|
| Q2 2025 | +18.78% |
| Q3 2025 | +9.09% |
| Q4 2025 | +11.21% |
| Q1 2026 | −1.90% |
| Q2 2026 | +34.01% |
| Q3 2026 (QTD) | +7.84% |
| Year | Return |
|---|---|
| 2023 | −0.14% |
| 2024 | +26.71% |
| 2025 | +31.44% |
| 2026 | +41.77% |
| Metric | Value |
|---|---|
| 52-Week High | $195.93 (2026-08-27) |
| 52-Week Low | $104.64 (2025-10-17) |
| Current Price | $182.90 |
| 200-Day Moving Average | $150.36 |
| Price vs 200DMA | +21.64% |
| 3-Year Maximum Drawdown | −26.31% (2025-04-08) |
| Current Drawdown from 52W High | −6.65% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 151 |
| 3-Year Excess Return vs S&P 500 | +84.49% |
| RS Peak | 157.5 (Sep 2026) |
| RS Trough | 81.3 (Jun 2024) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was STT's return for this report period?
STT returned −4.43% in the latest monthly window ending 2026-09-16.
Has STT outperformed SPY year to date?
YTD STT: +41.77% vs SPY: +10.58%.
What is STT's 12-month return?
+65.54% over the trailing 12 months.
Is STT above or below its 200-day moving average?
Price is +21.64% versus 200DMA ($150.36).
What is the maximum drawdown in the 3-year window?
−26.31% on 2025-04-08.