HSI monthly performance report
Check HSI's monthly returns, drawdown, and seasonality trends — updated every month.
HSI monthly report
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Key takeaways
- HSI (HSI) closed November 2026 at $24,008.55, up 3.07% for the month and −10.82% over the trailing 12 months.
- Year-to-date, HSI is −6.33%, underperforming the S&P 500 which has returned +11.03% YTD.
- The stock is trading −5.14% versus its 200-day moving average ($25,309.87), a cautious technical signal.
- Over the past three years, HSI has underperformed the S&P 500 by −32.28%, with a relative strength index reading of 80.1.
- Win rate over the trailing 39 months stands at 51.3% — 20 positive months versus 19 negative months.
HSI ended November 2026 at $24,008.55, posting a monthly return of +3.07%. The S&P 500 returned +0.19% over the same window, leaving relative performance at +2.88%.
The current quarter stands at −2.46% (Q4 2026 (QTD)), while medium-term trend remains soft: price is −5.14% versus the 200-day moving average ($25,309.87).
Year-to-date, HSI is −6.33% against SPY +11.03%, a gap of −17.36%. The stock is currently −14.43% below its 52-week high, with maximum 3-year drawdown at −19.95%.
| Period | HSI | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −1.26% | −0.35% | −0.91% |
| 1 Week | −3.18% | +3.29% | −6.47% |
| 1 Month | +3.07% | +0.19% | +2.88% |
| 3 Months | −6.41% | −2.48% | −3.93% |
| 6 Months | −8.00% | +2.00% | −9.99% |
| YTD | −6.33% | +11.03% | −17.36% |
| 12 Months | −10.82% | +10.79% | −21.61% |
| 3 Years | +39.56% | +71.83% | −32.28% |
| Rank | Month | Return |
|---|---|---|
| #1 | Sep 2024 | +17.48% |
| #2 | Feb 2025 | +13.43% |
| #3 | Jul 2026 | +13.13% |
| #4 | Apr 2024 | +7.39% |
| #5 | Sep 2025 | +7.09% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jan 2024 | −9.16% |
| #2 | Jun 2026 | −9.14% |
| #3 | Mar 2026 | −6.92% |
| #4 | Oct 2026 | −5.36% |
| #5 | Nov 2024 | −4.40% |
| Quarter | Return |
|---|---|
| Q3 2025 | +11.56% |
| Q4 2025 | −4.56% |
| Q1 2026 | −3.29% |
| Q2 2026 | −7.69% |
| Q3 2026 | +7.57% |
| Q4 2026 (QTD) | −2.46% |
| Year | Return |
|---|---|
| 2023 | −13.82% |
| 2024 | +17.67% |
| 2025 | +27.77% |
| 2026 | −6.33% |
| Metric | Value |
|---|---|
| 52-Week High | $28,056.10 (2026-01-29) |
| 52-Week Low | $22,518.00 (2026-06-26) |
| Current Price | $24,008.55 |
| 200-Day Moving Average | $25,309.87 |
| Price vs 200DMA | −5.14% |
| 3-Year Maximum Drawdown | −19.95% (2025-04-07) |
| Current Drawdown from 52W High | −14.43% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 80.1 |
| 3-Year Excess Return vs S&P 500 | −32.28% |
| RS Peak | 111.4 (Mar 2025) |
| RS Trough | 75.4 (Oct 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was HSI's return for this report period?
HSI returned +3.07% in the latest monthly window ending 2026-11-12.
Has HSI outperformed SPY year to date?
YTD HSI: −6.33% vs SPY: +11.03%.
What is HSI's 12-month return?
−10.82% over the trailing 12 months.
Is HSI above or below its 200-day moving average?
Price is −5.14% versus 200DMA ($25,309.87).
What is the maximum drawdown in the 3-year window?
−19.95% on 2025-04-07.