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Performance analysis of Healthcare Services Group (HCSG)

Annual Return

Over the past 3 years, HCSG has had an average annual return of +13.21%, underperforming the benchmark SPY, which returned +22.45% annual.

Over the past 5 years, HCSG has had an average annual return of -6.36%, underperforming the benchmark SPY, which returned +13.88% annual.

Over the past 10 years, HCSG has had an average annual return of -4.65%, underperforming the benchmark SPY, which returned +15.44% annual.

Since Nov 1, 1999, HCSG has had an average annual return of +12.32%, outperforming the benchmark SPY, which returned +8.56% annual.

202620252024202320222021202020192018201720162015
+5.60%+64.61%+12.01%-13.58%-28.67%-34.54%+19.55%-37.74%-22.39%+36.77%+14.57%+15.15%
201420132012201120102009200820072006200520042003
+11.71%+25.52%+35.33%+12.90%+18.35%+40.35%-22.13%+12.04%+42.74%+51.58%+65.22%+48.63%
2002200120001999
+26.59%+61.58%-8.93%-12.50%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026-1.57%+15.67%-14.79%+15.42%-3.78%-1.99%+5.60%
2025-4.52%-5.32%-4.00%+40.97%-0.77%+6.60%-13.44%+19.98%+7.82%+6.18%+5.09%+1.81%+64.61%
2024-8.97%+35.17%-2.19%-14.90%+1.51%-1.86%+8.03%-4.72%+2.57%-1.79%+12.49%-5.87%+12.01%
2023+12.25%-1.48%+4.52%+12.54%-13.45%+10.51%-15.54%-8.41%-9.70%-8.92%+2.21%+6.80%-13.58%
2022+2.25%-11.86%+17.38%-7.97%+1.73%+1.40%-17.63%-0.47%-14.07%+15.47%+1.51%-13.98%-28.67%
2021+15.37%-11.61%-1.48%+6.85%+0.82%+5.27%-17.33%+1.06%-4.47%-23.21%-7.79%+1.66%-34.54%
2020+5.26%+8.30%-13.18%+6.61%-5.30%+2.26%+7.07%-19.84%+3.51%+6.27%+4.38%+18.72%+19.55%
2019+8.56%-12.04%-13.59%+2.61%-6.05%-4.08%-21.14%-4.84%+7.72%+0.29%+4.09%-3.30%-37.74%
2018+4.67%-17.35%-4.29%-11.15%-5.93%+19.47%-6.78%+2.84%-1.43%-0.07%+16.79%-14.87%-22.39%
2017+1.48%+4.57%+4.13%+6.54%+4.70%-2.17%+11.57%-1.65%+5.41%-2.00%-1.44%+1.52%+36.77%

Drawdown analysis of Healthcare Services Group (HCSG)

The maximum drawdown for the HCSG was -81.02%, occurring on Oct 25, 2023. This drawdown has not yet recovered.

The current HCSG drawdown is -57.29%.

Since Nov 1, 1999 HCSG has experienced the following drawdowns:

  • 50% or more: 2 times
  • 40% or more: 3 times
  • 30% or more: 5 times
  • 20% or more: 7 times
  • 10% or more: 30 times
DepthStartTo BottomBottomTo RecoverEndTotal
-81.02%Jan 26, 20181446Oct 25, 2023OngoingOngoingOngoing
-61.61%Jan 10, 200078May 2, 2000394Nov 28, 2001472
-46.69%Feb 1, 2008204Nov 20, 2008346Apr 9, 2010550
-31.75%Jul 1, 200291Nov 7, 2002177Jul 24, 2003268
-30.07%Apr 6, 201185Aug 8, 201157Oct 27, 2011142
-26.68%Jul 11, 200551Sep 21, 200554Dec 7, 2005105
-21.49%Nov 11, 199933Dec 30, 19996Jan 7, 200039
-19.39%Apr 13, 201058Jul 6, 201014Jul 26, 201072
-17.93%Mar 27, 201262Jun 25, 201215Jul 17, 201277
-17.41%Aug 9, 20074Aug 15, 200791Dec 24, 200795
-16.44%Jul 12, 201682Nov 4, 201669Feb 15, 2017151
-15.27%Jan 4, 200642Mar 7, 200631Apr 20, 200673
-15.19%May 27, 201447Aug 1, 201465Nov 3, 2014112
-15.11%Apr 20, 200636Jun 12, 200655Aug 29, 200691
-14.83%Mar 28, 201326May 6, 201342Jul 5, 201368
-14.33%Oct 28, 201557Jan 21, 201670May 2, 2016127
-14.24%Mar 30, 200513Apr 18, 20057Apr 27, 200520
-14.01%Mar 20, 201531May 5, 201550Jul 16, 201581
-13.85%Jul 12, 200716Aug 3, 20072Aug 7, 200718
-13.07%Jul 27, 201020Aug 24, 201029Oct 5, 201049
-12.84%Nov 27, 201347Feb 6, 201437Apr 1, 201484
-12.67%Mar 4, 200446May 10, 200448Jul 20, 200494
-12.29%May 1, 200211May 16, 200229Jun 27, 200240
-12.14%Nov 29, 200435Jan 19, 200520Feb 16, 200555
-12.01%Apr 18, 200719May 15, 200734Jul 3, 200753