SRE monthly performance report
Monthly SRE research: returns, drawdown, relative strength, seasonality, and key stats.
SRE monthly report
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Key takeaways
- Sempra (SRE) closed August 2026 at $84.66, down 4.39% for the month and +2.78% over the trailing 12 months.
- Year-to-date, SRE is −4.11%, underperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading −7.88% versus its 200-day moving average ($91.90), a cautious technical signal.
- Over the past three years, SRE has underperformed the S&P 500 by −53.00%, with a relative strength index reading of 69.6.
- Win rate over the trailing 39 months stands at 56.4% — 22 positive months versus 17 negative months.
Sempra ended August 2026 at $84.66, posting a monthly return of −4.39%. The S&P 500 returned +3.05% over the same window, leaving relative performance at −7.44%.
The current quarter stands at −7.19% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −7.88% versus the 200-day moving average ($91.90).
Year-to-date, SRE is −4.11% against SPY +12.89%, a gap of −17.00%. The stock is currently −16.21% below its 52-week high, with maximum 3-year drawdown at −32.70%.
| Period | SRE | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −2.30% | −0.20% | −2.10% |
| 1 Week | −6.52% | +3.90% | −10.42% |
| 1 Month | −4.39% | +3.05% | −7.44% |
| 3 Months | −11.00% | +7.11% | −18.11% |
| 6 Months |