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 November 2026 at $658.17, up 5.58% for the month and +14.80% over the trailing 12 months.
- Year-to-date, MSCI is +14.72%, outperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading +14.18% versus its 200-day moving average ($576.42), a bullish technical signal.
- Over the past three years, MSCI has underperformed the S&P 500 by −40.73%, with a relative strength index reading of 76.2.
- Win rate over the trailing 39 months stands at 48.7% — 19 positive months versus 20 negative months.
MSCI ended November 2026 at $658.17, posting a monthly return of +5.58%. The S&P 500 returned −0.18% over the same window, leaving relative performance at +5.76%.
The current quarter stands at +22.19% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +14.18% versus the 200-day moving average ($576.42).
Year-to-date, MSCI is +14.72% against SPY +10.62%, a gap of +4.09%. The stock is currently −3.36% below its 52-week high, with maximum 3-year drawdown at −26.20%.
| Period | MSCI | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +1.02% | −0.36% | +1.39% |
| 1 Week | +2.68% | +2.59% | +0.08% |
| 1 Month | +5.58% | −0.18% | +5.76% |
| 3 Months | +19.52% | −2.37% | +21.89% |
| 6 Months | +15.53% | +0.83% | +14.70% |
| YTD | +14.72% | +10.62% | +4.09% |
| 12 Months | +14.80% | +12.25% | +2.54% |
| 3 Years | +30.64% | +71.37% | −40.73% |
| Rank | Month | Return |
|---|---|---|
| #1 | Oct 2026 | +15.73% |
| #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 |
|---|---|
| Q3 2025 | −1.62% |
| Q4 2025 | +1.11% |
| Q1 2026 | −6.05% |
| Q2 2026 | +3.90% |
| Q3 2026 | −3.82% |
| Q4 2026 (QTD) | +22.19% |
| Year | Return |
|---|---|
| 2023 | +21.60% |
| 2024 | +6.07% |
| 2025 | −4.38% |
| 2026 | +14.72% |
| Metric | Value |
|---|---|
| 52-Week High | $681.04 (2026-11-05) |
| 52-Week Low | $501.08 (2026-02-12) |
| Current Price | $658.17 |
| 200-Day Moving Average | $576.42 |
| Price vs 200DMA | +14.18% |
| 3-Year Maximum Drawdown | −26.20% (2024-04-23) |
| Current Drawdown from 52W High | −3.36% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 76.2 |
| 3-Year Excess Return vs S&P 500 | −40.73% |
| RS Peak | 108.3 (Jan 2024) |
| RS Trough | 60.8 (Oct 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was MSCI's return for this report period?
MSCI returned +5.58% in the latest monthly window ending 2026-11-13.
Has MSCI outperformed SPY year to date?
YTD MSCI: +14.72% vs SPY: +10.62%.
What is MSCI's 12-month return?
+14.80% over the trailing 12 months.
Is MSCI above or below its 200-day moving average?
Price is +14.18% versus 200DMA ($576.42).
What is the maximum drawdown in the 3-year window?
−26.20% on 2024-04-23.