USB monthly performance report
Check USB's monthly returns, drawdown, and seasonality trends — updated every month.
USB monthly report
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Key takeaways
- U.S. Bancorp (USB) closed September 2026 at $59.73, down 3.00% for the month and +23.43% over the trailing 12 months.
- Year-to-date, USB is +11.94%, outperforming the S&P 500 which has returned +10.58% YTD.
- The stock is trading +4.93% versus its 200-day moving average ($56.92), a bullish technical signal.
- Over the past three years, USB has underperformed the S&P 500 by −0.14%, with a relative strength index reading of 101.1.
- Win rate over the trailing 39 months stands at 46.2% — 18 positive months versus 21 negative months.
U.S. Bancorp ended September 2026 at $59.73, posting a monthly return of −3.00%. The S&P 500 returned −1.69% over the same window, leaving relative performance at −1.31%.
The current quarter stands at −1.11% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +4.93% versus the 200-day moving average ($56.92).
Year-to-date, USB is +11.94% against SPY +10.58%, a gap of +1.36%. The stock is currently −8.96% below its 52-week high, with maximum 3-year drawdown at −32.17%.
| Period | USB | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −4.00% | −0.44% | −3.56% |
| 1 Week | −3.83% | −1.10% | −2.74% |
| 1 Month | −3.00% | −1.69% | −1.31% |
| 3 Months | +3.64% | −0.10% | +3.75% |
| 6 Months | +14.98% | +13.21% | +1.77% |
| YTD | +11.94% | +10.58% | +1.36% |
| 12 Months | +23.43% | +14.25% | +9.18% |
| 3 Years | +69.93% | +70.07% | −0.14% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jul 2023 | +20.10% |
| #2 | Nov 2023 | +19.57% |
| #3 | Dec 2023 | +13.54% |
| #4 | Jul 2024 | +13.05% |
| #5 | Nov 2024 | +10.31% |
| Rank | Month | Return |
|---|---|---|
| #1 | Dec 2024 | −10.25% |
| #2 | Mar 2025 | −9.98% |
| #3 | Sep 2023 | −9.50% |
| #4 | Apr 2024 | −9.11% |
| #5 | Aug 2023 | −7.94% |
| Quarter | Return |
|---|---|
| Q2 2025 | +7.18% |
| Q3 2025 | +6.81% |
| Q4 2025 | +10.41% |
| Q1 2026 | −2.53% |
| Q2 2026 | +16.13% |
| Q3 2026 (QTD) | −1.11% |
| Year | Return |
|---|---|
| 2023 | −0.76% |
| 2024 | +10.51% |
| 2025 | +11.56% |
| 2026 | +11.94% |
| Metric | Value |
|---|---|
| 52-Week High | $65.61 (2026-08-13) |
| 52-Week Low | $45.02 (2025-11-18) |
| Current Price | $59.73 |
| 200-Day Moving Average | $56.92 |
| Price vs 200DMA | +4.93% |
| 3-Year Maximum Drawdown | −32.17% (2025-04-08) |
| Current Drawdown from 52W High | −8.96% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 101.1 |
| 3-Year Excess Return vs S&P 500 | −0.14% |
| RS Peak | 122.6 (Dec 2023) |
| RS Trough | 86.6 (Oct 2025) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was USB's return for this report period?
USB returned −3.00% in the latest monthly window ending 2026-09-16.
Has USB outperformed SPY year to date?
YTD USB: +11.94% vs SPY: +10.58%.
What is USB's 12-month return?
+23.43% over the trailing 12 months.
Is USB above or below its 200-day moving average?
Price is +4.93% versus 200DMA ($56.92).
What is the maximum drawdown in the 3-year window?
−32.17% on 2025-04-08.