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 September 2026 at $40.66, down 0.64% for the month and +3.28% over the trailing 12 months.
- Year-to-date, NI is −2.63%, underperforming the S&P 500 which has returned +10.58% YTD.
- The stock is trading −9.57% versus its 200-day moving average ($44.96), a cautious technical signal.
- Over the past three years, NI has underperformed the S&P 500 by −23.13%, with a relative strength index reading of 86.8.
- Win rate over the trailing 39 months stands at 61.5% — 24 positive months versus 15 negative months.
NiSource ended September 2026 at $40.66, posting a monthly return of −0.64%. The S&P 500 returned −1.69% over the same window, leaving relative performance at +1.06%.
The current quarter stands at −14.49% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −9.57% versus the 200-day moving average ($44.96).
Year-to-date, NI is −2.63% against SPY +10.58%, a gap of −13.21%. The stock is currently −17.37% below its 52-week high, with maximum 3-year drawdown at −17.30%.
| Period | NI | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.17% | −0.44% | +0.61% |
| 1 Week | −2.42% | −1.10% | −1.33% |
| 1 Month | −0.64% | −1.69% | +1.06% |
| 3 Months | −12.78% | −0.10% | −12.68% |
| 6 Months | −12.69% | +13.21% | −25.90% |
| YTD | −2.63% | +10.58% | −13.21% |
| 12 Months | +3.28% | +14.25% | −10.97% |
| 3 Years | +46.95% | +70.07% | −23.13% |
| Rank | Month | Return |
|---|---|---|
| #1 | Feb 2025 | +9.41% |
| #2 | Jul 2024 | +8.47% |
| #3 | Nov 2024 | +8.33% |
| #4 | Feb 2026 | +6.80% |
| #5 | Mar 2024 | +6.14% |
| Rank | Month | Return |
|---|---|---|
| #1 | Aug 2026 | −7.90% |
| #2 | Sep 2023 | −7.77% |
| #3 | Jul 2026 | −6.56% |
| #4 | Dec 2025 | −5.37% |
| #5 | May 2026 | −4.27% |
| Quarter | Return |
|---|---|
| Q2 2025 | +0.62% |
| Q3 2025 | +7.34% |
| Q4 2025 | −3.56% |
| Q1 2026 | +11.73% |
| Q2 2026 | +1.91% |
| Q3 2026 (QTD) | −14.49% |
| Year | Return |
|---|---|
| 2023 | −3.17% |
| 2024 | +38.46% |
| 2025 | +13.60% |
| 2026 | −2.63% |
| Metric | Value |
|---|---|
| 52-Week High | $49.21 (2026-06-29) |
| 52-Week Low | $39.30 (2025-09-16) |
| Current Price | $40.66 |
| 200-Day Moving Average | $44.96 |
| Price vs 200DMA | −9.57% |
| 3-Year Maximum Drawdown | −17.30% (2026-09-15) |
| Current Drawdown from 52W High | −17.37% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 86.8 |
| 3-Year Excess Return vs S&P 500 | −23.13% |
| RS Peak | 120.4 (Apr 2025) |
| RS Trough | 81 (Feb 2024) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was NI's return for this report period?
NI returned −0.64% in the latest monthly window ending 2026-09-16.
Has NI outperformed SPY year to date?
YTD NI: −2.63% vs SPY: +10.58%.
What is NI's 12-month return?
+3.28% over the trailing 12 months.
Is NI above or below its 200-day moving average?
Price is −9.57% versus 200DMA ($44.96).
What is the maximum drawdown in the 3-year window?
−17.30% on 2026-09-15.