NI monthly performance report
Monthly NI research: returns, drawdown, relative strength, seasonality, and key stats.
NI monthly report
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Key takeaways
- NiSource (NI) closed August 2026 at $42.91, down 3.42% for the month and +0.02% over the trailing 12 months.
- Year-to-date, NI is +2.75%, underperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading −5.11% versus its 200-day moving average ($45.22), a cautious technical signal.
- Over the past three years, NI has underperformed the S&P 500 by −10.42%, with a relative strength index reading of 94.2.
- Win rate over the trailing 39 months stands at 64.1% — 25 positive months versus 14 negative months.
NiSource ended August 2026 at $42.91, posting a monthly return of −3.42%. The S&P 500 returned +3.05% over the same window, leaving relative performance at −6.47%.
The current quarter stands at −9.94% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −5.11% versus the 200-day moving average ($45.22).
Year-to-date, NI is +2.75% against SPY +12.89%, a gap of −10.13%. The stock is currently −12.80% below its 52-week high, with maximum 3-year drawdown at −16.44%.
| Period | NI | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −3.64% | −0.20% | −3.44% |
| 1 Week | −6.17% | +3.90% | −10.07% |
| 1 Month | −3.42% | +3.05% | −6.47% |
| 3 Months | −11.12% | +7.11% | −18.24% |
| 6 Months |