Performance analysis of NiSource (NI)
Annual Return
Over the past 3 years, NI has had an average annual return of +23.58%, outperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, NI has had an average annual return of +16.22%, outperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, NI has had an average annual return of +9.92%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, NI has had an average annual return of +11.18%, outperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +11.25% | +16.80% | +43.49% | +0.45% | +2.62% | +24.75% | -14.86% | +13.02% | +1.92% | +19.28% | +16.69% | +24.20% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +32.57% | +36.46% | +7.58% | +41.42% | +21.26% | +51.46% | -38.56% | -18.24% | +20.51% | -4.74% | +8.44% | +16.02% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -7.92% | -21.64% | +81.34% | -14.08% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.06% | +7.53% | -1.35% | +4.12% | -4.27% | -0.78% | +11.25% | ||||||
| 2025 | +1.47% | +10.23% | -1.76% | -1.75% | +1.10% | +2.02% | +5.92% | -0.42% | +2.44% | -2.10% | +4.80% | -5.37% | +16.80% |
| 2024 | -2.18% | +1.38% | +6.14% | +1.68% | +4.31% | -0.86% | +9.39% | +5.79% | +4.81% | +2.24% | +8.33% | -3.49% | +43.49% |
| 2023 | +1.20% | -0.25% | +1.93% | +2.68% | -5.52% | +1.71% | +2.71% | -3.88% | -7.77% | +2.96% | +1.91% | +3.55% | +0.45% |
| 2022 | +5.69% | -0.05% | +9.92% | -7.71% | +8% | -6.23% | +3.90% | -2.93% | -14.64% | +2.91% | +8.76% | -1.86% | +2.62% |
| 2021 | -3.44% | -1.52% | +11.62% | +8.84% | -2.00% | -3.92% | +1.99% | -0.48% | -1.70% | +2.72% | -0.65% | +12.65% | +24.75% |
| 2020 | +5.28% | -7.16% | -7.59% | +1.38% | -5.10% | -4.57% | +8.44% | -9.37% | -0.72% | +5.36% | +5.36% | -5.21% | -14.86% |
| 2019 | +7.61% | -0.36% | +6.23% | -2.36% | +0.25% | +3.41% | +3.79% | -0.47% | +1.25% | -5.60% | -5.67% | +5.25% | +13.02% |
| 2018 | -3.86% | -5.47% | +3.37% | +2.82% | +3.73% | +3.87% | +0.37% | +3.40% | -7.94% | +2.53% | +4.18% | -4.05% | +1.92% |
| 2017 | +1.04% | +7.73% | -0.50% | +2.67% | +7.50% | -2.72% | +3.44% | +3.11% | -4.76% | +3.74% | +4.40% | -6.76% | +19.28% |
Drawdown analysis of NiSource (NI)
The maximum drawdown for the NI was -65.72%, occurring on Mar 5, 2009. Recovery took 550 trading sessions.
The current NI drawdown is -5.01%.
Since Nov 1, 1999 NI has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 4 times
- 20% or more: 6 times
- 10% or more: 15 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -65.72% | May 18, 2007 | 452 | Mar 5, 2009 | 550 | May 10, 2011 | 1002 |
| -50.71% | Apr 10, 2001 | 374 | Oct 9, 2002 | 1043 | Nov 29, 2006 | 1417 |
| -38.70% | Jan 24, 2000 | 26 | Mar 1, 2000 | 112 | Aug 9, 2000 | 138 |
| -30.95% | Feb 14, 2020 | 25 | Mar 23, 2020 | 468 | Jan 28, 2022 | 493 |
| -24.82% | Apr 6, 2022 | 373 | Oct 2, 2023 | 195 | Jul 12, 2024 | 568 |
| -21.36% | Nov 4, 1999 | 30 | Dec 17, 1999 | 24 | Jan 24, 2000 | 54 |
| -18.91% | Jul 5, 2016 | 92 | Nov 11, 2016 | 136 | May 31, 2017 | 228 |
| -17.68% | Nov 14, 2017 | 58 | Feb 8, 2018 | 129 | Aug 14, 2018 | 187 |
| -16.80% | Dec 26, 2000 | 26 | Feb 2, 2001 | 40 | Apr 2, 2001 | 66 |
| -14.17% | Sep 26, 2019 | 38 | Nov 19, 2019 | 58 | Feb 13, 2020 | 96 |
| -13.43% | Sep 13, 2018 | 21 | Oct 12, 2018 | 100 | Mar 11, 2019 | 121 |
| -13.10% | Jul 21, 2011 | 12 | Aug 8, 2011 | 15 | Aug 29, 2011 | 27 |
| -12.12% | Jun 18, 2015 | 55 | Sep 4, 2015 | 17 | Sep 30, 2015 | 72 |
| -12.08% | Sep 13, 2000 | 6 | Sep 21, 2000 | 50 | Dec 1, 2000 | 56 |
| -11.33% | Apr 29, 2013 | 37 | Jun 20, 2013 | 24 | Jul 25, 2013 | 61 |
| -9.99% | Mar 3, 2025 | 26 | Apr 8, 2025 | 70 | Jul 21, 2025 | 96 |
| -9.41% | Oct 4, 2012 | 28 | Nov 15, 2012 | 39 | Jan 14, 2013 | 67 |
| -9.14% | Aug 4, 2025 | 30 | Sep 16, 2025 | 13 | Oct 3, 2025 | 43 |
| -8.98% | Feb 5, 2015 | 23 | Mar 11, 2015 | 46 | May 15, 2015 | 69 |
| -8.47% | Oct 8, 2014 | 5 | Oct 15, 2014 | 11 | Oct 30, 2014 | 16 |
| -8.37% | Nov 5, 2014 | 28 | Dec 16, 2014 | 6 | Dec 24, 2014 | 34 |
| -8.02% | Aug 1, 2019 | 4 | Aug 7, 2019 | 18 | Sep 3, 2019 | 22 |
| -7.72% | Apr 19, 2016 | 2 | Apr 21, 2016 | 15 | May 12, 2016 | 17 |
| -7.37% | Nov 26, 2024 | 15 | Dec 18, 2024 | 20 | Jan 21, 2025 | 35 |
| -7.33% | Sep 20, 2011 | 9 | Oct 3, 2011 | 14 | Oct 21, 2011 | 23 |