Performance analysis of HIE (Miller/Howard High Income Equity Fund)
Annual Return
Over the past 3 years, HIE has had an average annual return of +22.82%, underperforming the benchmark SPY, which returned +23.41% annual.
Over the past 5 years, HIE has had an average annual return of +13.32%, outperforming the benchmark SPY, which returned +10.81% annual.
Over the past 10 years, HIE has had an average annual return of +8.87%, underperforming the benchmark SPY, which returned +14.72% annual.
Since Nov 25, 2014, HIE has had an average annual return of +4.25%, underperforming the benchmark SPY, which returned +13.04% annual.
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +23.87% | +7.86% | +7.21% | +41.31% | -23.58% | +33.28% | -14.05% | +11.80% | +21.94% | -37.25% | +0% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.08% | +1.05% | +5.01% | -0.89% | +3.31% | +0.10% | +4.39% | +3.02% | +2.44% | +1.15% | +2.28% | +23.87% | |
| 2023 | +5.76% | -3.56% | -4.32% | +1.60% | -3.04% | +3.91% | +3.97% | -3.04% | -1.37% | -2.81% | +6.90% | +4.53% | +7.86% |
| 2022 | +3.87% | +2.61% | +2.84% | -6.41% | +3.67% | -12.80% | +8.58% | +1.67% | -10.46% | +12.28% | +8.80% | -4.26% | +7.21% |
| 2021 | +1.74% | +12.50% | +10.03% | +3.33% | +4.55% | +2.51% | -3.74% | +0.29% | -1.31% | +5.16% | -5.09% | +6.58% | +41.31% |
| 2020 | -0.24% | -14.08% | -38.81% | +5.95% | +4.77% | -0.35% | +1.30% | +9.64% | -7.33% | -2.31% | +29.47% | +1.18% | -23.58% |
| 2019 | +20.96% | +2.59% | -0.90% | +3.66% | -8.33% | +5.90% | +2.48% | -5.75% | +4.78% | +9.35% | -3.50% | +0.84% | +33.28% |
| 2018 | +7.59% | -8.55% | -4.37% | +4.44% | +1.25% | +2.75% | +3.19% | +1.98% | -0.08% | -9.13% | +6.87% | -17.66% | -14.05% |
| 2017 | +5.21% | +3.08% | +2.33% | +2.81% | -0.61% | +0.94% | +4.36% | -6.50% | +10.31% | -5.86% | -4.20% | +0.61% | +11.80% |
Drawdown analysis of HIE (Miller/Howard High Income Equity Fund)
The maximum drawdown for the HIE was -64.44%, occurring on Mar 18, 2020. Recovery took 456 trading sessions.
The current HIE drawdown is -0.24%.
Since Nov 25, 2014 HIE has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -64.44% | Dec 10, 2014 | 1325 | Mar 18, 2020 | 456 | Jan 6, 2022 | 1781 |
| -19.44% | Apr 21, 2022 | 109 | Sep 27, 2022 | 45 | Nov 30, 2022 | 154 |
| -15.13% | Feb 13, 2023 | 28 | Mar 24, 2023 | 192 | Dec 28, 2023 | 220 |
| -7.84% | Nov 30, 2022 | 14 | Dec 20, 2022 | 11 | Jan 6, 2023 | 25 |
| -6.63% | Feb 9, 2022 | 22 | Mar 14, 2022 | 6 | Mar 22, 2022 | 28 |
| -5.43% | Jan 14, 2022 | 4 | Jan 21, 2022 | 12 | Feb 8, 2022 | 16 |
| -4.69% | Mar 28, 2024 | 14 | Apr 18, 2024 | 12 | May 6, 2024 | 26 |
| -4.06% | Jan 10, 2024 | 24 | Feb 14, 2024 | 14 | Mar 6, 2024 | 38 |
| -3.69% | May 21, 2024 | 5 | May 29, 2024 | 29 | Jul 11, 2024 | 34 |
| -3.69% | Jul 31, 2024 | 3 | Aug 5, 2024 | 8 | Aug 15, 2024 | 11 |
| -3.39% | Mar 30, 2022 | 5 | Apr 6, 2022 | 9 | Apr 20, 2022 | 14 |
| -3.38% | Jan 6, 2023 | 8 | Jan 19, 2023 | 5 | Jan 26, 2023 | 13 |
| -1.96% | Sep 19, 2024 | 1 | Sep 20, 2024 | 3 | Sep 25, 2024 | 4 |
| -1.78% | Dec 28, 2023 | 3 | Jan 3, 2024 | 5 | Jan 10, 2024 | 8 |
| -1.71% | Feb 2, 2023 | 2 | Feb 6, 2023 | 5 | Feb 13, 2023 | 7 |
| -1.61% | Oct 16, 2024 | 12 | Nov 1, 2024 | 4 | Nov 7, 2024 | 16 |
| -1.34% | Aug 30, 2024 | 6 | Sep 10, 2024 | 2 | Sep 12, 2024 | 8 |
| -1.00% | Jan 26, 2023 | 2 | Jan 30, 2023 | 1 | Jan 31, 2023 | 3 |
| -0.97% | Oct 1, 2024 | 2 | Oct 3, 2024 | 8 | Oct 15, 2024 | 10 |
| -0.90% | Mar 25, 2022 | 1 | Mar 28, 2022 | 1 | Mar 29, 2022 | 2 |
| -0.86% | Jul 18, 2024 | 4 | Jul 24, 2024 | 2 | Jul 26, 2024 | 6 |
| -0.74% | Mar 22, 2022 | 1 | Mar 23, 2022 | 2 | Mar 25, 2022 | 3 |
| -0.72% | Dec 5, 2014 | 1 | Dec 8, 2014 | 1 | Dec 9, 2014 | 2 |
| -0.65% | Sep 27, 2024 | 1 | Sep 30, 2024 | 1 | Oct 1, 2024 | 2 |
| -0.65% | Mar 12, 2024 | 3 | Mar 15, 2024 | 2 | Mar 19, 2024 | 5 |