Performance analysis of Heico (HEI)
Annual Return
Over the past 3 years, HEI has had an average annual return of +24.41%, outperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, HEI has had an average annual return of +20.21%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, HEI has had an average annual return of +26.09%, outperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, HEI has had an average annual return of +19.10%, outperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +5.26% | +36.22% | +33.05% | +16.56% | +6.67% | +9.06% | +16.16% | +47.54% | +28.51% | +53.04% | +42.26% | -9.76% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +5.10% | +30.56% | +3.95% | +43.57% | +44.32% | +14.52% | -28.55% | +40.58% | +50.48% | +14.82% | +38.31% | +72.29% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -29.36% | +6.35% | -28.16% | +26.43% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.30% | -3.46% | -14.17% | -1.56% | +28.99% | +2.30% | -4.40% | +5.26% | |||||
| 2025 | +0.55% | +10.77% | +0.95% | -6.15% | +19.49% | +9.46% | -0.33% | -4.52% | +3.46% | -1.56% | -0.27% | +2.11% | +36.22% |
| 2024 | +0.46% | +7.69% | -1.24% | +8.59% | +6.93% | +0.83% | +7.98% | +6.31% | +1.92% | -6.32% | +11.60% | -13.03% | +33.05% |
| 2023 | +11.34% | -3.15% | +3.30% | -1.40% | -8.34% | +14.53% | -0.54% | -4.13% | -4.02% | -2.17% | +7.97% | +4.58% | +16.56% |
| 2022 | -5.37% | +8.15% | +4.09% | -8.02% | +1.29% | -8.28% | +20.28% | -3.43% | -5.46% | +12.96% | -0.20% | -5.34% | +6.67% |
| 2021 | -11.02% | +6.83% | +0.02% | +11.92% | -0.24% | -0.68% | -2.99% | -6.23% | +3.98% | +5.70% | -0.62% | +4.11% | +9.06% |
| 2020 | +7.32% | -11.91% | -30.82% | +17.41% | +15.02% | -1.02% | -3.54% | +14.36% | -4.79% | +0.37% | +17.64% | +7.14% | +16.16% |
| 2019 | +9.16% | +10.92% | +1.22% | +11.24% | +15.22% | +10.11% | +2.20% | +5.79% | -13.68% | -1.23% | +5.31% | -12.12% | +47.54% |
| 2018 | +6.49% | +6.57% | +1.41% | +1.20% | +4.56% | -0.76% | +4.80% | +18.74% | +2.13% | -9.48% | +0.82% | -8.33% | +28.51% |
| 2017 | -0.26% | +6.76% | +6.15% | +1.88% | +4.42% | -3.09% | +11.87% | +6.72% | +4.71% | +0.97% | -0.35% | +4.42% | +53.04% |
Drawdown analysis of Heico (HEI)
The maximum drawdown for the HEI was -63.74%, occurring on Apr 30, 2003. Recovery took 361 trading sessions.
The current HEI drawdown is -6.82%.
Since Nov 1, 1999 HEI has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 4 times
- 30% or more: 5 times
- 20% or more: 12 times
- 10% or more: 31 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -63.74% | Aug 24, 2001 | 418 | Apr 30, 2003 | 361 | Oct 5, 2004 | 779 |
| -61.37% | Dec 26, 2007 | 296 | Mar 2, 2009 | 392 | Sep 20, 2010 | 688 |
| -57.72% | Aug 29, 2019 | 138 | Mar 18, 2020 | 306 | Jun 4, 2021 | 444 |
| -47.34% | Dec 27, 1999 | 214 | Oct 30, 2000 | 205 | Aug 23, 2001 | 419 |
| -32.38% | Sep 24, 2013 | 261 | Oct 7, 2014 | 454 | Jul 27, 2016 | 715 |
| -29.58% | Nov 15, 2011 | 178 | Aug 1, 2012 | 104 | Jan 2, 2013 | 282 |
| -28.37% | Jul 8, 2011 | 21 | Aug 8, 2011 | 57 | Oct 27, 2011 | 78 |
| -27.11% | Jan 15, 2026 | 71 | Apr 29, 2026 | 43 | Jul 1, 2026 | 114 |
| -23.46% | Sep 14, 2018 | 69 | Dec 24, 2018 | 40 | Feb 22, 2019 | 109 |
| -22.65% | May 4, 2006 | 51 | Jul 18, 2006 | 56 | Oct 5, 2006 | 107 |
| -21.26% | Nov 22, 2024 | 56 | Feb 18, 2025 | 63 | May 19, 2025 | 119 |
| -20.77% | Dec 29, 2004 | 94 | May 13, 2005 | 31 | Jun 28, 2005 | 125 |
| -18.84% | Apr 4, 2022 | 55 | Jun 23, 2022 | 25 | Jul 29, 2022 | 80 |
| -17.20% | Nov 2, 1999 | 10 | Nov 16, 1999 | 4 | Nov 22, 1999 | 14 |
| -16.93% | Jun 8, 2021 | 63 | Sep 7, 2021 | 45 | Nov 9, 2021 | 108 |
| -16.59% | Oct 31, 2007 | 32 | Dec 17, 2007 | 5 | Dec 24, 2007 | 37 |
| -15.73% | Aug 2, 2005 | 51 | Oct 13, 2005 | 50 | Dec 23, 2005 | 101 |
| -15.60% | Aug 16, 2022 | 42 | Oct 14, 2022 | 63 | Jan 17, 2023 | 105 |
| -14.28% | Nov 22, 1999 | 15 | Dec 14, 1999 | 6 | Dec 22, 1999 | 21 |
| -13.78% | Dec 7, 2010 | 36 | Jan 28, 2011 | 26 | Mar 8, 2011 | 62 |
| -13.61% | May 22, 2023 | 6 | May 31, 2023 | 37 | Jul 25, 2023 | 43 |
| -13.07% | Nov 15, 2006 | 81 | Mar 16, 2007 | 51 | May 30, 2007 | 132 |
| -12.99% | Jul 25, 2023 | 68 | Oct 30, 2023 | 29 | Dec 11, 2023 | 97 |
| -12.66% | Jan 25, 2013 | 57 | Apr 18, 2013 | 25 | May 23, 2013 | 82 |
| -11.46% | Jul 17, 2007 | 5 | Jul 24, 2007 | 11 | Aug 8, 2007 | 16 |