In the past 12 months (February 25, 2025 to February 24, 2026), BR returned -23.74% versus 17.03% for the S&P 500 (SPY) and 19.02% for Nasdaq 100 (QQQ).
In the past 5 years (February 26, 2021 to February 24, 2026), BR returned 35.61% versus 93.58% for the S&P 500 (SPY) and 99.39% for Nasdaq 100 (QQQ). $1 invested in BR in 2021 became $1.36 in 2026.
In the past 10 years (February 29, 2016 to February 24, 2026), BR had an annualized return of 14.17% versus 15.41% for the S&P 500 (SPY) and 20.38% for Nasdaq 100 (QQQ). $1 invested in BR in 2016 became $3.76 in 2026.
Since March 2007 (March 22, 2007 to February 24, 2026) BR had an annualized return of 14.43% versus 10.65% for the S&P 500 (SPY) and 15.75% for Nasdaq 100 (QQQ). $1 invested in BR in 2007 became $12.85 in 2026.
Ticker
Company Name
Total Returns
$1 turns into
Annualized Returns
Annualized Volatility
Sharpe Ratio
BR
Broadridge Financial Solutions, Inc.
1184.54%
$12.85
14.43%
26.17%
0.55
SPY
SPDR S&P 500 ETF Trust
579.87%
$6.80
10.65%
19.77%
0.54
QQQ
Invesco QQQ Trust, Series 1
1495.88%
$15.96
15.75%
22.27%
0.71
Returns adjusted for splits and dividends.
Period start date is the earliest common trading day in the selected time period across all tickers.