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 September 2026 at $82.18, up 0.59% for the month and −0.57% over the trailing 12 months.
- Year-to-date, SRE is −6.92%, underperforming the S&P 500 which has returned +11.83% YTD.
- The stock is trading −9.45% versus its 200-day moving average ($90.76), a cautious technical signal.
- Over the past three years, SRE has underperformed the S&P 500 by −59.58%, with a relative strength index reading of 65.
- Win rate over the trailing 39 months stands at 53.8% — 21 positive months versus 18 negative months.
Sempra ended September 2026 at $82.18, posting a monthly return of +0.59%. The S&P 500 returned −0.58% over the same window, leaving relative performance at +1.17%.
The current quarter stands at −11.36% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −9.45% versus the 200-day moving average ($90.76).
Year-to-date, SRE is −6.92% against SPY +11.83%, a gap of −18.75%. The stock is currently −18.67% below its 52-week high, with maximum 3-year drawdown at −32.70%.
| Period | SRE | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.59% | +1.13% | −0.55% |
| 1 Week | −2.17% | +0.63% | −2.80% |
| 1 Month | +0.59% | −0.58% | +1.17% |
| 3 Months | −10.61% | +1.64% | −12.24% |
| 6 Months | −11.81% | +15.15% | −26.96% |
| YTD | −6.92% | +11.83% | −18.75% |
| 12 Months | −0.57% | +15.69% | −16.26% |
| 3 Years | +12.42% | +72.00% | −59.58% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2024 | +12.35% |
| #2 | Feb 2026 | +10.64% |
| #3 | Sep 2025 | +8.99% |
| #4 | Jul 2025 | +7.80% |
| #5 | May 2024 | +7.54% |
| Rank | Month | Return |
|---|---|---|
| #1 | Feb 2025 | −13.70% |
| #2 | Aug 2026 | −7.74% |
| #3 | Dec 2025 | −6.79% |
| #4 | Dec 2024 | −6.35% |
| #5 | May 2026 | −6.30% |
| Quarter | Return |
|---|---|
| Q2 2025 | +6.18% |
| Q3 2025 | +18.75% |
| Q4 2025 | −1.88% |
| Q1 2026 | +10.06% |
| Q2 2026 | −4.59% |
| Q3 2026 (QTD) | −11.36% |
| Year | Return |
|---|---|
| 2023 | −3.29% |
| 2024 | +17.38% |
| 2025 | +0.65% |
| 2026 | −6.92% |
| Metric | Value |
|---|---|
| 52-Week High | $101.04 (2026-04-09) |
| 52-Week Low | $79.59 (2026-08-31) |
| Current Price | $82.18 |
| 200-Day Moving Average | $90.76 |
| Price vs 200DMA | −9.45% |
| 3-Year Maximum Drawdown | −32.70% (2025-04-08) |
| Current Drawdown from 52W High | −18.67% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 65 |
| 3-Year Excess Return vs S&P 500 | −59.58% |
| RS Peak | 103.6 (Oct 2023) |
| RS Trough | 64.3 (Aug 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was SRE's return for this report period?
SRE returned +0.59% in the latest monthly window ending 2026-09-17.
Has SRE outperformed SPY year to date?
YTD SRE: −6.92% vs SPY: +11.83%.
What is SRE's 12-month return?
−0.57% over the trailing 12 months.
Is SRE above or below its 200-day moving average?
Price is −9.45% versus 200DMA ($90.76).
What is the maximum drawdown in the 3-year window?
−32.70% on 2025-04-08.