USB monthly performance report
Monthly USB research: returns, drawdown, relative strength, seasonality, and key stats.
USB monthly report
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Key takeaways
- U.S. Bancorp (USB) closed August 2026 at $64.21, up 1.90% for the month and +44.10% over the trailing 12 months.
- Year-to-date, USB is +20.33%, outperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +17.06% versus its 200-day moving average ($54.85), a bullish technical signal.
- Over the past three years, USB has underperformed the S&P 500 by −11.20%, with a relative strength index reading of 93.7.
- Win rate over the trailing 39 months stands at 53.8% — 21 positive months versus 18 negative months.
U.S. Bancorp ended August 2026 at $64.21, posting a monthly return of +1.90%. The S&P 500 returned +3.05% over the same window, leaving relative performance at −1.14%.
The current quarter stands at +5.44% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +17.06% versus the 200-day moving average ($54.85).
Year-to-date, USB is +20.33% against SPY +12.89%, a gap of +7.45%. The stock is currently −0.99% below its 52-week high, with maximum 3-year drawdown at −32.17%.
| Period | USB | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.03% | −0.20% | +0.17% |
| 1 Week | −0.34% | +3.90% | −4.25% |
| 1 Month | +1.90% | +3.05% | −1.14% |
| 3 Months | +13.33% | +7.11% | +6.21% |
| 6 Months | +11.94% | +10.70% | +1.25% |
| YTD | +20.33% | +12.89% | +7.45% |
| 12 Months | +44.10% | +22.58% | +21.51% |
| 3 Years | +61.09% | +72.29% | −11.20% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jul 2023 | +19.66% |
| #2 | Nov 2023 | +19.61% |
| #3 | Dec 2023 | +14.20% |
| #4 | Jul 2024 | +12.74% |
| #5 | Jun 2026 | +12.10% |
| Rank | Month | Return |
|---|---|---|
| #1 | Dec 2024 | −10.60% |
| #2 | Mar 2025 | −10.38% |
| #3 | Sep 2023 | −10.26% |
| #4 | Apr 2024 | −8.86% |
| #5 | Aug 2023 | −7.38% |
| Quarter | Return |
|---|---|
| Q2 2025 | +9.28% |
| Q3 2025 | +10.13% |
| Q4 2025 | +11.31% |
| Q1 2026 | −0.69% |
| Q2 2026 | +16.50% |
| Q3 2026 (QTD) | +5.44% |
| Year | Return |
|---|---|
| 2023 | +0.52% |
| 2024 | +10.56% |
| 2025 | +19.22% |
| 2026 | +21.99% |
| Metric | Value |
|---|---|
| 52-Week High | $64.85 (2026-08-04) |
| 52-Week Low | $43.83 (2025-08-05) |
| Current Price | $64.21 |
| 200-Day Moving Average | $54.85 |
| Price vs 200DMA | +17.06% |
| 3-Year Maximum Drawdown | −32.17% (2025-04-08) |
| Current Drawdown from 52W High | −0.99% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 93.7 |
| 3-Year Excess Return vs S&P 500 | −11.20% |
| RS Peak | 107.9 (Dec 2023) |
| RS Trough | 76.2 (Oct 2025) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was USB's return for this report period?
USB returned +1.90% in the latest monthly window ending 2026-08-05.
Has USB outperformed SPY year to date?
YTD USB: +20.33% vs SPY: +12.89%.
What is USB's 12-month return?
+44.10% over the trailing 12 months.
Is USB above or below its 200-day moving average?
Price is +17.06% versus 200DMA ($54.85).
What is the maximum drawdown in the 3-year window?
−32.17% on 2025-04-08.