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Performance analysis of Hawaiian Electric Industries (HE)

Annual Return

Over the past 3 years, HE has had an average annual return of -27.94%, underperforming the benchmark SPY, which returned +22.45% annual.

Over the past 5 years, HE has had an average annual return of -19.42%, underperforming the benchmark SPY, which returned +13.88% annual.

Over the past 10 years, HE has had an average annual return of -6.19%, underperforming the benchmark SPY, which returned +15.44% annual.

Since Nov 1, 1999, HE has had an average annual return of +3.57%, underperforming the benchmark SPY, which returned +8.56% annual.

202620252024202320222021202020192018201720162015
+8.78%+26.41%-31.43%-64.42%+4.31%+21.27%-21.86%+31.91%+4.95%+13.41%+18.96%-9.96%
201420132012201120102009200820072006200520042003
+34.95%+8.57%-0.41%+22.19%+15.29%+1.60%+2.07%-11.61%+9.78%-6.90%+29.05%+14.24%
2002200120001999
+15.36%+15.62%+38.78%-13.16%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+24.55%+1.11%-4.20%+1.55%-11.74%+0.60%+8.78%
2025-6.06%+19.80%+0%-4.11%+1.72%-0.47%+0.85%+20.89%-14.82%+5.25%+1.21%+4.59%+26.41%
2024-8.60%-6.09%-7.47%-12.60%+11.57%-17.93%+83.60%-35.20%-9.79%+6.09%+1.17%-6.35%-31.43%
2023+1%-3.47%-5.07%+2.11%-7.50%+0.81%+6.05%-62.39%-12.20%+5.44%-6.09%+16.41%-64.42%
2022+2.41%-2.74%+3.25%-2.84%+5.88%-5.26%+3.42%-6.77%-11.40%+9.75%+8.95%+1.87%+4.31%
2021-6.58%+6.79%+27.09%-3.08%+0.75%-1.79%+2.51%+1.36%-6.35%-0.66%-5.54%+9.24%+21.27%
2020+4.37%-11.81%+0.49%-8.32%+0.85%-8.62%+0.56%-3.64%-3.96%-0.60%+9.42%-1.23%-21.86%
2019+1.56%+3.79%+6.50%+1.74%+0.91%+4.84%+2.87%-0.18%+2.72%-1.01%-2.57%+7.31%+31.91%
2018-5.64%-2.47%+4.31%+0.90%-0.12%-0.09%+2.54%+1.16%+0.91%+4.81%+3.58%-4.44%+4.95%
2017+1.24%+0.35%+0.09%+0.63%-0.18%-2.29%+1.88%+2.26%-0.15%+9.26%+6.07%-5.74%+13.41%

Drawdown analysis of Hawaiian Electric Industries (HE)

The maximum drawdown for the HE was -83.26%, occurring on Jul 8, 2024. This drawdown has not yet recovered.

The current HE drawdown is -71.06%.

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

  • 50% or more: 2 times
  • 40% or more: 2 times
  • 30% or more: 2 times
  • 20% or more: 5 times
  • 10% or more: 19 times
DepthStartTo BottomBottomTo RecoverEndTotal
-83.26%Mar 18, 20201082Jul 8, 2024OngoingOngoingOngoing
-56.84%Sep 29, 2008110Mar 9, 2009522Apr 1, 2011632
-25.49%May 8, 200252Jul 23, 200263Oct 21, 2002115
-25.16%Aug 1, 2006261Aug 15, 2007186May 12, 2008447
-20.29%Feb 14, 202018Mar 12, 20204Mar 18, 202022
-19.48%Jan 29, 2015152Sep 4, 2015166May 4, 2016318
-18.79%May 12, 201160Aug 8, 201157Oct 27, 2011117
-17.72%Nov 4, 200268Feb 12, 200371May 27, 2003139
-17.26%Nov 30, 201747Feb 8, 2018183Oct 30, 2018230
-16.78%Jun 29, 201672Oct 11, 201648Dec 19, 2016120
-16.74%Nov 3, 199942Jan 4, 200070Apr 13, 2000112
-16.37%May 11, 200050Jul 24, 2000108Dec 26, 2000158
-16.05%Feb 4, 200535Mar 29, 2005317Jun 29, 2006352
-15.92%Jul 18, 201283Nov 15, 2012112Apr 30, 2013195
-14.36%Apr 30, 201336Jun 20, 2013316Sep 22, 2014352
-12.90%Mar 1, 200453May 14, 200443Jul 19, 200496
-12.33%Jun 5, 200828Jul 16, 200845Sep 18, 200873
-10.16%Dec 28, 20005Jan 5, 200125Feb 12, 200130
-10.03%May 27, 200349Aug 5, 200363Nov 3, 2003112
-9.70%Dec 7, 201824Jan 14, 201933Mar 4, 201957
-9.37%Aug 22, 200145Oct 31, 200138Dec 26, 200183
-8.43%Nov 8, 201111Nov 23, 201121Dec 23, 201132
-6.77%Feb 13, 200126Mar 22, 200113Apr 10, 200139
-6.27%Jul 10, 200110Jul 24, 20016Aug 1, 200116
-6.01%Dec 29, 201169Apr 10, 201211Apr 25, 201280