Performance analysis of Heico (HEI-A)
Annual Return
Over the past 3 years, HEI-A has had an average annual return of +21.09%, outperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, HEI-A has had an average annual return of +14.93%, outperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, HEI-A has had an average annual return of +24.93%, outperforming the benchmark SPY, which returned +14.95% annual.
Since Jan 4, 2016, HEI-A has had an average annual return of +24.81%, outperforming the benchmark SPY, which returned +15.04% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.57% | +35.80% | +30.81% | +19.03% | -6.60% | +9.94% | +30.99% | +42.21% | +24.78% | +45.71% | +43.05% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.90% | -5.69% | -12.09% | -0.98% | +24.30% | -0.73% | -3.70% | -1.57% | |||||
| 2025 | +2.34% | +11.99% | -1.03% | -4.76% | +17.37% | +9.71% | -0.21% | -5.07% | +3.71% | -2.50% | -0.31% | +2.21% | +35.80% |
| 2024 | -0.61% | +9.98% | -1.06% | +7.74% | +5.92% | +1.06% | +7.16% | +5.25% | +1.83% | -5.77% | +9.96% | -11.86% | +30.81% |
| 2023 | +11.63% | -2.64% | +4.42% | -1.23% | -9.22% | +15.47% | -0.18% | -3.51% | -4.59% | -1.62% | +8.09% | +3.66% | +19.03% |
| 2022 | -14.58% | +12.05% | +3.18% | -8.03% | +0.39% | -9.92% | +21.16% | -3.99% | -6.49% | +11.06% | -0.41% | -5.47% | -6.60% |
| 2021 | -9.12% | +8.89% | -1.87% | +11.16% | +4.89% | -6.18% | -2.33% | -5.81% | +3.67% | +6.12% | -1.18% | +3.48% | +9.94% |
| 2020 | +7.49% | -8.13% | -27.66% | +13.19% | +16.06% | -3.13% | -5.77% | +16.76% | -0.81% | +5.46% | +18.45% | +5.70% | +30.99% |
| 2019 | +11.16% | +14.22% | +5.09% | +6.39% | +9.87% | +5.27% | +1.96% | +4.72% | -11.82% | -2.10% | +5.43% | -10.86% | +42.21% |
| 2018 | +4.25% | +10.10% | -2.14% | +1.69% | +5.41% | +0.18% | +6.34% | +15.06% | +1.34% | -11.71% | +1.29% | -6.69% | +24.78% |
| 2017 | -2.36% | +7.02% | +5.71% | +2.16% | +2.21% | -0.83% | +14.50% | +2.25% | +4.89% | -0.13% | -0.26% | +4.15% | +45.71% |
Drawdown analysis of Heico (HEI-A)
The maximum drawdown for the HEI-A was -49.70%, occurring on Mar 18, 2020. Recovery took 164 trading sessions.
The current HEI-A drawdown is -10.06%.
Since Jan 4, 2016 HEI-A has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 4 times
- 10% or more: 13 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.70% | Aug 29, 2019 | 138 | Mar 18, 2020 | 164 | Nov 9, 2020 | 302 |
| -27.11% | Jan 15, 2026 | 71 | Apr 29, 2026 | Ongoing | Ongoing | Ongoing |
| -25.90% | Nov 9, 2021 | 155 | Jun 23, 2022 | 163 | Feb 15, 2023 | 318 |
| -24.91% | Sep 14, 2018 | 69 | Dec 24, 2018 | 36 | Feb 15, 2019 | 105 |
| -18.84% | Jun 8, 2021 | 66 | Sep 10, 2021 | 42 | Nov 9, 2021 | 108 |
| -17.89% | Nov 22, 2024 | 56 | Feb 18, 2025 | 25 | Mar 25, 2025 | 81 |
| -17.72% | Jan 12, 2016 | 23 | Feb 16, 2016 | 41 | Apr 14, 2016 | 64 |
| -14.99% | Jan 8, 2021 | 12 | Jan 27, 2021 | 54 | Apr 15, 2021 | 66 |
| -14.47% | May 22, 2023 | 6 | May 31, 2023 | 37 | Jul 25, 2023 | 43 |
| -13.62% | Mar 25, 2025 | 9 | Apr 7, 2025 | 27 | May 15, 2025 | 36 |
| -12.63% | Jan 29, 2018 | 9 | Feb 9, 2018 | 12 | Feb 28, 2018 | 21 |
| -12.46% | Jul 25, 2023 | 63 | Oct 23, 2023 | 29 | Dec 4, 2023 | 92 |
| -10.02% | Aug 4, 2025 | 77 | Nov 20, 2025 | 29 | Jan 5, 2026 | 106 |
| -9.73% | Dec 13, 2023 | 17 | Jan 9, 2024 | 20 | Feb 7, 2024 | 37 |
| -8.80% | Nov 16, 2020 | 9 | Nov 30, 2020 | 4 | Dec 4, 2020 | 13 |
| -8.73% | May 27, 2016 | 20 | Jun 27, 2016 | 21 | Jul 27, 2016 | 41 |
| -8.51% | Apr 23, 2018 | 7 | May 2, 2018 | 24 | Jun 6, 2018 | 31 |
| -8.43% | Feb 22, 2024 | 12 | Mar 11, 2024 | 29 | Apr 22, 2024 | 41 |
| -8.43% | May 7, 2021 | 8 | May 19, 2021 | 7 | May 28, 2021 | 15 |
| -8.04% | Dec 7, 2016 | 5 | Dec 14, 2016 | 43 | Feb 16, 2017 | 48 |
| -8.04% | Sep 23, 2024 | 28 | Oct 31, 2024 | 9 | Nov 13, 2024 | 37 |
| -7.61% | Dec 15, 2020 | 12 | Jan 4, 2021 | 4 | Jan 8, 2021 | 16 |
| -7.41% | Apr 29, 2019 | 15 | May 20, 2019 | 6 | May 29, 2019 | 21 |
| -7.14% | Feb 17, 2023 | 17 | Mar 15, 2023 | 42 | May 15, 2023 | 59 |
| -6.45% | Jul 31, 2024 | 3 | Aug 5, 2024 | 12 | Aug 21, 2024 | 15 |