Performance analysis of Hercules Capital (HCXY)
Annual Return
Over the past 3 years, HCXY has had an average annual return of +7.98%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, HCXY has had an average annual return of +4.64%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Sep 27, 2018, HCXY has had an average annual return of +6.78%, underperforming the benchmark SPY, which returned +14.91% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.98% | +7.74% | +6.06% | +9.50% | -1.88% | +5.38% | +8.09% | +20.02% | -2.28% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.21% | -0.38% | -1.09% | +1.65% | +0.91% | -0.30% | +0.98% | ||||||
| 2025 | +0.13% | +1.54% | +0.14% | -0.33% | -0.17% | +1.29% | +1.84% | +0.23% | +0.42% | +1.89% | -0.20% | +0.74% | +7.74% |
| 2024 | +0.75% | -0.30% | +0.10% | +1.53% | -0.28% | -0.09% | +1.83% | +2.57% | +0.11% | +1.43% | -0.39% | -1.30% | +6.06% |
| 2023 | +3.36% | +1.76% | -5.91% | +5% | -3.27% | +3.18% | +2.33% | -4.82% | +1.56% | -2.55% | +6.24% | +3.10% | +9.50% |
| 2022 | +0.56% | -2.16% | +0.35% | -0.74% | -0.27% | -0.24% | +1.02% | -0.04% | -6.47% | -1.21% | +6.89% | +0.90% | -1.88% |
| 2021 | +0.50% | -1.69% | +2.10% | +1.27% | -0.76% | +1.63% | +1.86% | -0.48% | -1.34% | +1.35% | +0.97% | -0.07% | +5.38% |
| 2020 | +2.43% | +0.23% | -12.76% | +8.01% | +3.16% | -1.76% | +4.38% | -0.58% | +3.91% | -0.53% | +5.03% | -2.12% | +8.09% |
| 2019 | +5.77% | +1.64% | +0.69% | +1.08% | +2.02% | +1.78% | +0.34% | +5.08% | -0.15% | +0.34% | +1.33% | -1.31% | +20.02% |
| 2018 | +0.17% | -1.94% | +0.98% | -1.48% | -2.28% |
Drawdown analysis of Hercules Capital (HCXY)
The maximum drawdown for the HCXY was -34.76%, occurring on Mar 20, 2020. Recovery took 129 trading sessions.
The current HCXY drawdown is -1.00%.
Since Sep 27, 2018 HCXY has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.76% | Feb 26, 2020 | 17 | Mar 20, 2020 | 129 | Sep 23, 2020 | 146 |
| -15.28% | Oct 14, 2021 | 257 | Oct 21, 2022 | 57 | Jan 13, 2023 | 314 |
| -11.53% | Feb 7, 2023 | 25 | Mar 15, 2023 | 84 | Jul 17, 2023 | 109 |
| -9.12% | Sep 28, 2018 | 57 | Dec 20, 2018 | 9 | Jan 4, 2019 | 66 |
| -7.45% | Jul 21, 2023 | 70 | Oct 30, 2023 | 7 | Nov 8, 2023 | 77 |
| -4.21% | Jul 22, 2019 | 12 | Aug 7, 2019 | 15 | Aug 28, 2019 | 27 |
| -4.00% | Nov 8, 2023 | 21 | Dec 8, 2023 | 10 | Dec 22, 2023 | 31 |
| -3.97% | Jul 15, 2021 | 52 | Sep 28, 2021 | 12 | Oct 14, 2021 | 64 |
| -3.90% | Jan 14, 2021 | 28 | Feb 25, 2021 | 33 | Apr 14, 2021 | 61 |
| -3.58% | Feb 5, 2024 | 11 | Feb 21, 2024 | 58 | May 14, 2024 | 69 |
| -3.58% | Oct 22, 2024 | 41 | Dec 19, 2024 | 44 | Feb 26, 2025 | 85 |
| -3.56% | Jan 13, 2023 | 1 | Jan 17, 2023 | 15 | Feb 7, 2023 | 16 |
| -3.43% | Sep 9, 2019 | 52 | Nov 20, 2019 | 6 | Nov 29, 2019 | 58 |
| -3.26% | Nov 4, 2020 | 4 | Nov 10, 2020 | 3 | Nov 13, 2020 | 7 |
| -3.20% | Feb 18, 2026 | 29 | Mar 31, 2026 | Ongoing | Ongoing | Ongoing |
| -3.16% | May 16, 2019 | 3 | May 21, 2019 | 33 | Jul 9, 2019 | 36 |
| -2.98% | Sep 23, 2020 | 26 | Oct 29, 2020 | 4 | Nov 4, 2020 | 30 |
| -2.85% | Nov 30, 2020 | 26 | Jan 7, 2021 | 5 | Jan 14, 2021 | 31 |
| -2.84% | Nov 29, 2019 | 5 | Dec 6, 2019 | 18 | Jan 3, 2020 | 23 |
| -2.84% | May 24, 2024 | 18 | Jun 21, 2024 | 26 | Jul 30, 2024 | 44 |
| -2.80% | May 14, 2025 | 7 | May 23, 2025 | 26 | Jul 2, 2025 | 33 |
| -2.69% | Feb 26, 2025 | 28 | Apr 7, 2025 | 9 | Apr 21, 2025 | 37 |
| -2.28% | Jul 15, 2025 | 3 | Jul 18, 2025 | 31 | Sep 2, 2025 | 34 |
| -2.22% | May 6, 2021 | 16 | May 28, 2021 | 4 | Jun 4, 2021 | 20 |
| -2.20% | Jan 22, 2019 | 1 | Jan 23, 2019 | 3 | Jan 28, 2019 | 4 |