SRE monthly performance report
Check SRE's monthly returns, drawdown, and seasonality trends — updated every month.
SRE monthly report
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Key takeaways
- Sempra (SRE) closed November 2026 at $79.54, down 7.58% for the month and −13.75% over the trailing 12 months.
- Year-to-date, SRE is −9.91%, underperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading −10.72% versus its 200-day moving average ($89.09), a cautious technical signal.
- Over the past three years, SRE has underperformed the S&P 500 by −57.78%, with a relative strength index reading of 66.3.
- Win rate over the trailing 39 months stands at 51.3% — 20 positive months versus 19 negative months.
Sempra ended November 2026 at $79.54, posting a monthly return of −7.58%. The S&P 500 returned −0.18% over the same window, leaving relative performance at −7.40%.
The current quarter stands at +2.03% (Q4 2026 (QTD)), while medium-term trend remains soft: price is −10.72% versus the 200-day moving average ($89.09).
Year-to-date, SRE is −9.91% against SPY +10.62%, a gap of −20.53%. The stock is currently −21.28% below its 52-week high, with maximum 3-year drawdown at −32.70%.
| Period | SRE | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.71% | −0.36% | +1.07% |
| 1 Week | +1.75% | +2.59% | −0.84% |
| 1 Month | −7.58% | −0.18% | −7.40% |
| 3 Months | −7.45% | −2.37% | −5.08% |
| 6 Months | −14.34% | +0.83% | −15.17% |
| YTD | −9.91% | +10.62% | −20.53% |
| 12 Months | −13.75% | +12.25% | −26.00% |
| 3 Years | +13.60% | +71.37% | −57.78% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2024 | +12.35% |
| #2 | Feb 2026 | +10.64% |
| #3 | Oct 2026 | +10.39% |
| #4 | Sep 2025 | +8.99% |
| #5 | Jul 2025 | +7.80% |
| Rank | Month | Return |
|---|---|---|
| #1 | Feb 2025 | −13.70% |
| #2 | Aug 2026 | −7.74% |
| #3 | Nov 2026 | −7.58% |
| #4 | Dec 2025 | −6.79% |
| #5 | Dec 2024 | −6.35% |
| Quarter | Return |
|---|---|
| Q3 2025 | +18.75% |
| Q4 2025 | −1.88% |
| Q1 2026 | +10.06% |
| Q2 2026 | −4.59% |
| Q3 2026 | −15.91% |
| Q4 2026 (QTD) | +2.03% |
| Year | Return |
|---|---|
| 2023 | −3.29% |
| 2024 | +17.38% |
| 2025 | +0.65% |
| 2026 | −9.91% |
| Metric | Value |
|---|---|
| 52-Week High | $101.04 (2026-04-09) |
| 52-Week Low | $76.21 (2026-09-29) |
| Current Price | $79.54 |
| 200-Day Moving Average | $89.09 |
| Price vs 200DMA | −10.72% |
| 3-Year Maximum Drawdown | −32.70% (2025-04-08) |
| Current Drawdown from 52W High | −21.28% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 66.3 |
| 3-Year Excess Return vs S&P 500 | −57.78% |
| RS Peak | 102.7 (Jan 2024) |
| RS Trough | 63.1 (Sep 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was SRE's return for this report period?
SRE returned −7.58% in the latest monthly window ending 2026-11-13.
Has SRE outperformed SPY year to date?
YTD SRE: −9.91% vs SPY: +10.62%.
What is SRE's 12-month return?
−13.75% over the trailing 12 months.
Is SRE above or below its 200-day moving average?
Price is −10.72% versus 200DMA ($89.09).
What is the maximum drawdown in the 3-year window?
−32.70% on 2025-04-08.