Performance analysis of Broadridge Financial Solutions (BR)
Annual Return
Over the past 3 years, BR has had an average annual return of +2.05%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, BR has had an average annual return of +1.24%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, BR has had an average annual return of +11.08%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Apr 2, 2007, BR has had an average annual return of +13.63%, outperforming the benchmark SPY, which returned +11.15% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -30.21% | +0.26% | +11.66% | +56.22% | -25.25% | +21.13% | +26.30% | +30.58% | +7.87% | +39.09% | +25.87% | +18.91% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| +19.59% | +77.38% | +4.49% | +5.84% | -0.14% | +83.66% | -43.22% | +16% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -11.68% | -5.70% | -12.11% | -5.23% | -0.17% | +0.77% | -30.21% | ||||||
| 2025 | +5.37% | +1.26% | +0.91% | -0.02% | +0.18% | +0.45% | +1.84% | +3.28% | -6.47% | -7.46% | +3.49% | -1.74% | +0.26% |
| 2024 | -0.75% | -0.30% | +1.03% | -5.59% | +3.81% | -1.48% | +8.63% | -0.53% | +1.44% | -1.94% | +11.93% | -3.85% | +11.66% |
| 2023 | +12.10% | -6.37% | +4.66% | -0.79% | +0.90% | +13.41% | +1.38% | +10.89% | -3.44% | -4.70% | +13.58% | +6.59% | +56.22% |
| 2022 | -12.91% | -8.17% | +6.97% | -7.44% | +1.45% | -2.05% | +12.63% | +6.62% | -15.32% | +3.98% | -0.63% | -9.58% | -25.25% |
| 2021 | -7.76% | +0.83% | +7.88% | +3.61% | +0.54% | +1.65% | +7.40% | -0.73% | -2.87% | +7.06% | -5.52% | +8.84% | +21.13% |
| 2020 | -3.55% | -12.41% | -8.62% | +22.33% | +4.40% | +4.68% | +6.46% | +2.28% | -3.52% | +4.24% | +6.74% | +4.71% | +26.30% |
| 2019 | +4.76% | +0.42% | +2.89% | +13.93% | +5.71% | +2.63% | -0.44% | +1.83% | -3.45% | +0.63% | -1.21% | +0.31% | +30.58% |
| 2018 | +6.44% | +4.12% | +9.64% | -2.26% | +7.69% | +0.01% | -1.84% | +19.61% | -2.01% | -11.38% | -9.47% | -8.64% | +7.87% |
| 2017 | +0.35% | +4.21% | -1.52% | +2.93% | +8.51% | +0.00205% | +0.40% | +2.99% | +3.92% | +6.31% | +5.05% | +0.77% | +39.09% |
Drawdown analysis of Broadridge Financial Solutions (BR)
The maximum drawdown for the BR was -59.02%, occurring on Nov 20, 2008. Recovery took 355 trading sessions.
The current BR drawdown is -41.17%.
Since Apr 2, 2007 BR has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 8 times
- 10% or more: 17 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.02% | Dec 13, 2007 | 237 | Nov 20, 2008 | 355 | Apr 22, 2010 | 592 |
| -45.55% | Aug 6, 2025 | 194 | May 14, 2026 | Ongoing | Ongoing | Ongoing |
| -36.87% | Sep 14, 2018 | 381 | Mar 23, 2020 | 87 | Jul 27, 2020 | 468 |
| -27.01% | Dec 27, 2021 | 120 | Jun 17, 2022 | 38 | Aug 12, 2022 | 158 |
| -26.85% | Aug 12, 2022 | 59 | Nov 4, 2022 | 191 | Aug 11, 2023 | 250 |
| -23.75% | May 11, 2007 | 72 | Aug 23, 2007 | 54 | Nov 8, 2007 | 126 |
| -22.37% | May 3, 2010 | 24 | Jun 7, 2010 | 225 | Apr 27, 2011 | 249 |
| -21.89% | Jul 7, 2011 | 61 | Oct 3, 2011 | 83 | Feb 1, 2012 | 144 |
| -18.06% | Feb 27, 2012 | 66 | May 31, 2012 | 196 | Mar 14, 2013 | 262 |
| -16.66% | Oct 28, 2015 | 52 | Jan 13, 2016 | 53 | Mar 31, 2016 | 105 |
| -14.79% | Sep 7, 2016 | 48 | Nov 14, 2016 | 121 | May 10, 2017 | 169 |
| -11.79% | Apr 2, 2025 | 4 | Apr 8, 2025 | 73 | Jul 24, 2025 | 77 |
| -11.67% | Dec 24, 2013 | 26 | Feb 3, 2014 | 69 | May 13, 2014 | 95 |
| -11.41% | Aug 10, 2015 | 11 | Aug 25, 2015 | 27 | Oct 2, 2015 | 38 |
| -11.06% | Sep 11, 2023 | 34 | Oct 27, 2023 | 21 | Nov 28, 2023 | 55 |
| -10.91% | Jan 8, 2021 | 37 | Mar 4, 2021 | 17 | Mar 29, 2021 | 54 |
| -10.30% | Sep 2, 2020 | 15 | Sep 24, 2020 | 12 | Oct 12, 2020 | 27 |
| -9.47% | Apr 6, 2015 | 60 | Jun 30, 2015 | 27 | Aug 7, 2015 | 87 |
| -8.88% | Sep 8, 2014 | 28 | Oct 16, 2014 | 8 | Oct 28, 2014 | 36 |
| -8.67% | Oct 26, 2021 | 25 | Dec 1, 2021 | 17 | Dec 27, 2021 | 42 |
| -8.49% | Jan 30, 2024 | 69 | May 8, 2024 | 45 | Jul 15, 2024 | 114 |
| -8.05% | Mar 3, 2025 | 7 | Mar 12, 2025 | 14 | Apr 1, 2025 | 21 |
| -7.84% | Aug 16, 2021 | 25 | Sep 21, 2021 | 17 | Oct 14, 2021 | 42 |
| -7.10% | May 28, 2013 | 19 | Jun 24, 2013 | 12 | Jul 11, 2013 | 31 |
| -7.03% | Oct 23, 2020 | 3 | Oct 28, 2020 | 7 | Nov 6, 2020 | 10 |