NI monthly performance report
View NI's monthly returns, drawdown, and seasonality trends — updated every month.
NI monthly report
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Key takeaways
- NiSource (NI) closed November 2026 at $46.05, up 3.32% for the month and +7.19% over the trailing 12 months.
- Year-to-date, NI is +10.27%, underperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading +2.49% versus its 200-day moving average ($44.93), a bullish technical signal.
- Over the past three years, NI has outperformed the S&P 500 by +14.24%, with a relative strength index reading of 108.3.
- Win rate over the trailing 39 months stands at 64.1% — 25 positive months versus 14 negative months.
NiSource ended November 2026 at $46.05, posting a monthly return of +3.32%. The S&P 500 returned −0.18% over the same window, leaving relative performance at +3.50%.
The current quarter stands at +18.08% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +2.49% versus the 200-day moving average ($44.93).
Year-to-date, NI is +10.27% against SPY +10.62%, a gap of −0.35%. The stock is currently −6.42% below its 52-week high, with maximum 3-year drawdown at −20.54%.
| Period | NI | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.52% | −0.36% | +0.89% |
| 1 Week | +4.30% | +2.59% | +1.71% |
| 1 Month | +3.32% | −0.18% | +3.50% |
| 3 Months | +8.69% | −2.37% | +11.05% |
| 6 Months | −2.13% | +0.83% | −2.95% |
| YTD | +10.27% | +10.62% | −0.35% |
| 12 Months | +7.19% | +12.25% | −5.06% |
| 3 Years | +85.61% | +71.37% | +14.24% |
| Rank | Month | Return |
|---|---|---|
| #1 | Oct 2026 | +14.28% |
| #2 | Feb 2025 | +9.41% |
| #3 | Jul 2024 | +8.47% |
| #4 | Nov 2024 | +8.33% |
| #5 | Feb 2026 | +6.80% |
| Rank | Month | Return |
|---|---|---|
| #1 | Aug 2026 | −7.90% |
| #2 | Sep 2023 | −7.77% |
| #3 | Jul 2026 | −6.56% |
| #4 | Dec 2025 | −5.37% |
| #5 | Sep 2026 | −4.69% |
| Quarter | Return |
|---|---|
| Q3 2025 | +7.34% |
| Q4 2025 | −3.56% |
| Q1 2026 | +11.73% |
| Q2 2026 | +1.91% |
| Q3 2026 | −17.98% |
| Q4 2026 (QTD) | +18.08% |
| Year | Return |
|---|---|
| 2023 | −3.17% |
| 2024 | +38.46% |
| 2025 | +13.60% |
| 2026 | +10.27% |
| Metric | Value |
|---|---|
| 52-Week High | $49.21 (2026-06-29) |
| 52-Week Low | $38.42 (2026-10-01) |
| Current Price | $46.05 |
| 200-Day Moving Average | $44.93 |
| Price vs 200DMA | +2.49% |
| 3-Year Maximum Drawdown | −20.54% (2026-09-30) |
| Current Drawdown from 52W High | −6.42% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 108.3 |
| 3-Year Excess Return vs S&P 500 | +14.24% |
| RS Peak | 132.6 (Apr 2025) |
| RS Trough | 89.2 (Feb 2024) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was NI's return for this report period?
NI returned +3.32% in the latest monthly window ending 2026-11-13.
Has NI outperformed SPY year to date?
YTD NI: +10.27% vs SPY: +10.62%.
What is NI's 12-month return?
+7.19% over the trailing 12 months.
Is NI above or below its 200-day moving average?
Price is +2.49% versus 200DMA ($44.93).
What is the maximum drawdown in the 3-year window?
−20.54% on 2026-09-30.