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 September 2026 at $24,667.24, down 3.52% for the month and −6.73% over the trailing 12 months.
- Year-to-date, HSI is −3.76%, underperforming the S&P 500 which has returned +11.07% YTD.
- The stock is trading −3.89% versus its 200-day moving average ($25,665.41), a cautious technical signal.
- Over the past three years, HSI has underperformed the S&P 500 by −35.16%, with a relative strength index reading of 79.4.
- Win rate over the trailing 39 months stands at 51.3% — 20 positive months versus 19 negative months.
HSI ended September 2026 at $24,667.24, posting a monthly return of −3.52%. The S&P 500 returned −1.26% over the same window, leaving relative performance at −2.26%.
The current quarter stands at +7.81% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −3.89% versus the 200-day moving average ($25,665.41).
Year-to-date, HSI is −3.76% against SPY +11.07%, a gap of −14.83%. The stock is currently −12.08% below its 52-week high, with maximum 3-year drawdown at −19.95%.
| Period | HSI | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.56% | −0.46% | −0.10% |
| 1 Week | −2.94% | −1.12% | −1.82% |
| 1 Month | −3.52% | −1.26% | −2.26% |
| 3 Months | +0.41% | +2.11% | −1.70% |
| 6 Months | −2.58% | +11.99% | −14.57% |
| YTD | −3.76% | +11.07% | −14.83% |
| 12 Months | −6.73% | +14.60% | −21.33% |
| 3 Years | +35.66% | +70.83% | −35.16% |
| 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 | Aug 2023 | −8.45% |
| #4 | Mar 2026 | −6.92% |
| #5 | Nov 2024 | −4.40% |
| Quarter | Return |
|---|---|
| Q2 2025 | +4.12% |
| Q3 2025 | +11.56% |
| Q4 2025 | −4.56% |
| Q1 2026 | −3.29% |
| Q2 2026 | −7.69% |
| Q3 2026 (QTD) | +7.81% |
| Year | Return |
|---|---|
| 2023 | −13.82% |
| 2024 | +17.67% |
| 2025 | +27.77% |
| 2026 | −3.76% |
| Metric | Value |
|---|---|
| 52-Week High | $28,056.10 (2026-01-29) |
| 52-Week Low | $22,518.00 (2026-06-26) |
| Current Price | $24,667.24 |
| 200-Day Moving Average | $25,665.41 |
| Price vs 200DMA | −3.89% |
| 3-Year Maximum Drawdown | −19.95% (2025-04-07) |
| Current Drawdown from 52W High | −12.08% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 79.4 |
| 3-Year Excess Return vs S&P 500 | −35.16% |
| RS Peak | 107.5 (Mar 2025) |
| RS Trough | 74.7 (Jun 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was HSI's return for this report period?
HSI returned −3.52% in the latest monthly window ending 2026-09-15.
Has HSI outperformed SPY year to date?
YTD HSI: −3.76% vs SPY: +11.07%.
What is HSI's 12-month return?
−6.73% over the trailing 12 months.
Is HSI above or below its 200-day moving average?
Price is −3.89% versus 200DMA ($25,665.41).
What is the maximum drawdown in the 3-year window?
−19.95% on 2025-04-07.