HCA monthly performance report
Monthly HCA research: returns, drawdown, relative strength, seasonality, and key stats.
HCA monthly report
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Key takeaways
- HCA Healthcare (HCA) closed August 2026 at $409.64, up 1.75% for the month and +12.60% over the trailing 12 months.
- Year-to-date, HCA is −12.26%, underperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading −10.71% versus its 200-day moving average ($458.78), a cautious technical signal.
- Over the past three years, HCA has underperformed the S&P 500 by −19.83%, with a relative strength index reading of 88.
- Win rate over the trailing 39 months stands at 61.5% — 24 positive months versus 15 negative months.
HCA Healthcare ended August 2026 at $409.64, posting a monthly return of +1.75%. The S&P 500 returned +3.05% over the same window, leaving relative performance at −1.30%.
The current quarter stands at +5.27% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −10.71% versus the 200-day moving average ($458.78).
Year-to-date, HCA is −12.26% against SPY +12.89%, a gap of −25.14%. The stock is currently −26.39% below its 52-week high, with maximum 3-year drawdown at −33.63%.
| Period | HCA | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +2.22% | −0.20% | +2.42% |
| 1 Week | −2.04% | +3.90% | −5.95% |
| 1 Month | +1.75% | +3.05% | −1.30% |
| 3 Months | −5.71% | +7.11% | −12.83% |
| 6 Months | −17.55% | +10.70% | −28.25% |
| YTD | −12.26% | +12.89% | −25.14% |
| 12 Months | +12.60% | +22.58% | −9.99% |
| 3 Years | +52.46% | +72.29% | −19.83% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jun 2023 | +14.82% |
| #2 | Aug 2025 | +13.54% |
| #3 | Jan 2024 | +13.14% |
| #4 | Jul 2024 | +13.05% |
| #5 | Mar 2025 | +11.94% |
| Rank | Month | Return |
|---|---|---|
| #1 | May 2026 | −13.05% |
| #2 | Sep 2023 | −11.87% |
| #3 | Oct 2024 | −11.58% |
| #4 | Mar 2026 | −10.71% |
| #5 | Nov 2024 | −9.24% |
| Quarter | Return |
|---|---|
| Q2 2025 | +11.14% |
| Q3 2025 | +11.03% |
| Q4 2025 | +10.47% |
| Q1 2026 | +1.27% |
| Q2 2026 | −16.08% |
| Q3 2026 (QTD) | +5.27% |
| Year | Return |
|---|---|
| 2023 | +15.19% |
| 2024 | +13.60% |
| 2025 | +56.73% |
| 2026 | −10.54% |
| Metric | Value |
|---|---|
| 52-Week High | $556.52 (2026-03-12) |
| 52-Week Low | $354.00 (2026-07-14) |
| Current Price | $409.64 |
| 200-Day Moving Average | $458.78 |
| Price vs 200DMA | −10.71% |
| 3-Year Maximum Drawdown | −33.63% (2026-06-04) |
| Current Drawdown from 52W High | −26.39% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 88 |
| 3-Year Excess Return vs S&P 500 | −19.83% |
| RS Peak | 133.1 (Mar 2026) |
| RS Trough | 79 (Jun 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was HCA's return for this report period?
HCA returned +1.75% in the latest monthly window ending 2026-08-05.
Has HCA outperformed SPY year to date?
YTD HCA: −12.26% vs SPY: +12.89%.
What is HCA's 12-month return?
+12.60% over the trailing 12 months.
Is HCA above or below its 200-day moving average?
Price is −10.71% versus 200DMA ($458.78).
What is the maximum drawdown in the 3-year window?
−33.63% on 2026-06-04.