MSCI monthly performance report
Check MSCI's monthly returns, drawdown, and seasonality trends — updated every month.
MSCI monthly report
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Key takeaways
- MSCI (MSCI) closed September 2026 at $549.47, down 3.71% for the month and −5.04% over the trailing 12 months.
- Year-to-date, MSCI is −4.23%, underperforming the S&P 500 which has returned +11.83% YTD.
- The stock is trading −3.97% versus its 200-day moving average ($572.19), a cautious technical signal.
- Over the past three years, MSCI has underperformed the S&P 500 by −68.34%, with a relative strength index reading of 60.
- Win rate over the trailing 39 months stands at 46.2% — 18 positive months versus 21 negative months.
MSCI ended September 2026 at $549.47, posting a monthly return of −3.71%. The S&P 500 returned −0.58% over the same window, leaving relative performance at −3.13%.
The current quarter stands at −1.89% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −3.97% versus the 200-day moving average ($572.19).
Year-to-date, MSCI is −4.23% against SPY +11.83%, a gap of −16.06%. The stock is currently −14.78% below its 52-week high, with maximum 3-year drawdown at −26.20%.
| Period | MSCI | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +1.64% | +1.13% | +0.51% |
| 1 Week | +0.34% | +0.63% | −0.29% |
| 1 Month | −3.71% | −0.58% | −3.13% |
| 3 Months | −10.10% | +1.64% | −11.73% |
| 6 Months | +2.45% | +15.15% | −12.70% |
| YTD | −4.23% | +11.83% | −16.06% |
| 12 Months | −5.04% | +15.69% | −20.73% |
| 3 Years | +3.66% | +72.00% | −68.34% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jul 2023 | +16.79% |
| #2 | Jul 2024 | +12.25% |
| #3 | Nov 2023 | +10.45% |
| #4 | Apr 2026 | +9.72% |
| #5 | Dec 2023 | +8.60% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2024 | −16.89% |
| #2 | Jun 2026 | −11.30% |
| #3 | Oct 2023 | −8.09% |
| #4 | Feb 2024 | −6.29% |
| #5 | Feb 2026 | −6.14% |
| Quarter | Return |
|---|---|
| Q2 2025 | +1.99% |
| Q3 2025 | −1.62% |
| Q4 2025 | +1.11% |
| Q1 2026 | −6.05% |
| Q2 2026 | +3.90% |
| Q3 2026 (QTD) | −1.89% |
| Year | Return |
|---|---|
| 2023 | +21.60% |
| 2024 | +6.07% |
| 2025 | −4.38% |
| 2026 | −4.23% |
| Metric | Value |
|---|---|
| 52-Week High | $644.77 (2026-07-17) |
| 52-Week Low | $501.08 (2026-02-12) |
| Current Price | $549.47 |
| 200-Day Moving Average | $572.19 |
| Price vs 200DMA | −3.97% |
| 3-Year Maximum Drawdown | −26.20% (2024-04-23) |
| Current Drawdown from 52W High | −14.78% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 60 |
| 3-Year Excess Return vs S&P 500 | −68.34% |
| RS Peak | 103.2 (Jan 2024) |
| RS Trough | 59.3 (Aug 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was MSCI's return for this report period?
MSCI returned −3.71% in the latest monthly window ending 2026-09-17.
Has MSCI outperformed SPY year to date?
YTD MSCI: −4.23% vs SPY: +11.83%.
What is MSCI's 12-month return?
−5.04% over the trailing 12 months.
Is MSCI above or below its 200-day moving average?
Price is −3.97% versus 200DMA ($572.19).
What is the maximum drawdown in the 3-year window?
−26.20% on 2024-04-23.