HSI monthly performance report
Monthly HSI research: returns, drawdown, relative strength, seasonality, and key stats.
HSI monthly report
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Key takeaways
- HSI (HSI) closed August 2026 at $26,009.40, up 0.48% for the month and +6.13% over the trailing 12 months.
- Year-to-date, HSI is +1.48%, underperforming the S&P 500 which has returned +9.55% YTD.
- The stock is trading +0.90% versus its 200-day moving average ($25,776.93), a bullish technical signal.
- Over the past three years, HSI has underperformed the S&P 500 by −32.51%, with a relative strength index reading of 80.1.
- Win rate over the trailing 39 months stands at 53.8% — 21 positive months versus 18 negative months.
HSI ended August 2026 at $26,009.40, posting a monthly return of +0.48%. The S&P 500 returned +0.17% over the same window, leaving relative performance at +0.31%.
The current quarter stands at +12.29% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +0.90% versus the 200-day moving average ($25,776.93).
Year-to-date, HSI is +1.48% against SPY +9.55%, a gap of −8.07%. The stock is currently −7.30% below its 52-week high, with maximum 3-year drawdown at −23.43%.
| Period | HSI | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.48% | +0.72% | −0.24% |
| 1 Week | +3.18% | +1.10% | +2.09% |
| 1 Month | +0.48% | +0.17% | +0.31% |
| 3 Months | +0.32% | +4.97% | −4.64% |
| 6 Months | −1.81% | +7.64% | −9.44% |
| YTD | +1.48% | +9.55% | −8.07% |
| 12 Months | +6.13% | +20.16% | −14.03% |
| 3 Years | +33.92% | +66.44% | −32.51% |
| Rank | Month | Return |
|---|---|---|
| #1 | Sep 2024 | +18.31% |
| #2 | Feb 2025 | +14.43% |
| #3 | Jul 2026 | +12.19% |
| #4 | Jan 2026 | +6.49% |
| #5 | Feb 2024 | +6.37% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jan 2024 | −9.63% |
| #2 | Jun 2026 | −9.13% |
| #3 | Aug 2023 | −9.05% |
| #4 | Mar 2026 | −5.77% |
| #5 | Nov 2024 | −4.92% |
| Quarter | Return |
|---|---|
| Q2 2025 | +4.45% |
| Q3 2025 | +8.76% |
| Q4 2025 | −5.44% |
| Q1 2026 | −1.38% |
| Q2 2026 | −11.01% |
| Q3 2026 (QTD) | +12.29% |
| Year | Return |
|---|---|
| 2023 | −14.84% |
| 2024 | +14.14% |
| 2025 | +24.63% |
| 2026 | −1.45% |
| Metric | Value |
|---|---|
| 52-Week High | $28,056.10 (2026-01-29) |
| 52-Week Low | $22,518.00 (2026-06-26) |
| Current Price | $26,009.40 |
| 200-Day Moving Average | $25,776.93 |
| Price vs 200DMA | +0.90% |
| 3-Year Maximum Drawdown | −23.43% (2024-01-22) |
| Current Drawdown from 52W High | −7.30% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 80.1 |
| 3-Year Excess Return vs S&P 500 | −32.51% |
| RS Peak | 101.9 (Mar 2025) |
| RS Trough | 70.8 (Jun 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was HSI's return for this report period?
HSI returned +0.48% in the latest monthly window ending 2026-08-03.
Has HSI outperformed SPY year to date?
YTD HSI: +1.48% vs SPY: +9.55%.
What is HSI's 12-month return?
+6.13% over the trailing 12 months.
Is HSI above or below its 200-day moving average?
Price is +0.90% versus 200DMA ($25,776.93).
What is the maximum drawdown in the 3-year window?
−23.43% on 2024-01-22.