Performance analysis of Helen of Troy (HELE)
Annual Return
Over the past 3 years, HELE has had an average annual return of -36.23%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, HELE has had an average annual return of -34.20%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, HELE has had an average annual return of -13.08%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, HELE has had an average annual return of +3.98%, underperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +20.33% | -64.48% | -50.48% | +8.93% | -54.63% | +10.03% | +23.58% | +37.06% | +36.15% | +14.09% | -10.40% | +44.87% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +31.75% | +47.76% | +8.86% | +3.23% | +21.59% | +40.90% | +1.28% | -29.35% | +50.59% | -52.07% | +45.25% | +98.80% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -6.21% | +154.56% | -32.76% | -20.00% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -22.07% | +6.52% | -18.25% | +60.54% | +17.24% | -5.78% | +20.33% | ||||||
| 2025 | +3.26% | -10.93% | -2.80% | -47.92% | -3.48% | +5.54% | -22.55% | +11.69% | +2.65% | -26.07% | +1.72% | +12.14% | -64.48% |
| 2024 | -5.22% | +9.17% | -7.81% | -19.55% | +15.28% | -13.23% | -36.26% | -9.69% | +15.87% | +2.91% | +15.21% | -18.41% | -50.48% |
| 2023 | +1.98% | -0.37% | -15.55% | +5.43% | -4.05% | +12.19% | +30.81% | -13.01% | -5.17% | -15.65% | +6.82% | +15.02% | +8.93% |
| 2022 | -14.37% | -1.75% | -4.78% | +9.53% | -13.67% | -12.30% | -17.62% | -7.59% | -21.99% | -1.89% | +4.14% | +12.55% | -54.63% |
| 2021 | +9.93% | -11.24% | -2.83% | +0.26% | -0.35% | +8.38% | -2.07% | +7.07% | -6.07% | +0.12% | +6.91% | +1.65% | +10.03% |
| 2020 | +5.15% | -12.93% | -12.50% | +14.06% | +10.74% | +3.65% | -0.16% | +9.86% | -6.43% | -2.03% | +6.53% | +10% | +23.58% |
| 2019 | -11.54% | -3.39% | +3.43% | +24.18% | -7.22% | -2.26% | +13.55% | +3.53% | +2.70% | -5.01% | +7.79% | +11.38% | +37.06% |
| 2018 | -3.32% | -3.33% | -3.39% | +2.47% | +0.73% | +9.63% | +16.35% | +3.84% | +10.05% | -5.18% | +15.24% | -8.28% | +36.15% |
| 2017 | +10.48% | +4.72% | -3.58% | -0.21% | -3.19% | +3.41% | +7.07% | -10.37% | +7.31% | -4.13% | -3.77% | +7.77% | +14.09% |
Drawdown analysis of Helen of Troy (HELE)
The maximum drawdown for the HELE was -94.72%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current HELE drawdown is -90.27%.
Since Nov 1, 1999 HELE has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 6 times
- 30% or more: 6 times
- 20% or more: 11 times
- 10% or more: 19 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -94.72% | Jan 27, 2021 | 1297 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -76.82% | Jul 2, 2004 | 1178 | Mar 9, 2009 | 990 | Feb 12, 2013 | 2168 |
| -61.08% | Nov 26, 1999 | 254 | Nov 28, 2000 | 155 | Jul 12, 2001 | 409 |
| -45.07% | Feb 11, 2020 | 25 | Mar 18, 2020 | 78 | Jul 9, 2020 | 103 |
| -43.39% | Jul 23, 2001 | 39 | Sep 21, 2001 | 74 | Jan 8, 2002 | 113 |
| -42.94% | Jan 15, 2002 | 192 | Oct 18, 2002 | 141 | May 13, 2003 | 333 |
| -25.99% | Jun 8, 2016 | 99 | Oct 27, 2016 | 425 | Jul 9, 2018 | 524 |
| -25.43% | Mar 18, 2014 | 137 | Oct 1, 2014 | 69 | Jan 9, 2015 | 206 |
| -24.87% | Sep 4, 2003 | 37 | Oct 27, 2003 | 53 | Jan 13, 2004 | 90 |
| -24.59% | Dec 3, 2018 | 63 | Mar 7, 2019 | 86 | Jul 10, 2019 | 149 |
| -20.53% | Dec 4, 2015 | 24 | Jan 11, 2016 | 53 | Mar 29, 2016 | 77 |
| -17.30% | Jun 25, 2015 | 47 | Sep 1, 2015 | 27 | Oct 9, 2015 | 74 |
| -15.70% | May 4, 2004 | 7 | May 13, 2004 | 32 | Jun 30, 2004 | 39 |
| -12.61% | Aug 24, 2020 | 21 | Sep 23, 2020 | 53 | Dec 8, 2020 | 74 |
| -11.75% | Mar 1, 2004 | 16 | Mar 23, 2004 | 10 | Apr 6, 2004 | 26 |
| -11.59% | Jul 28, 2003 | 5 | Aug 4, 2003 | 4 | Aug 8, 2003 | 9 |
| -10.59% | Mar 29, 2016 | 36 | May 18, 2016 | 13 | Jun 7, 2016 | 49 |
| -10.43% | Apr 2, 2013 | 21 | May 1, 2013 | 16 | May 23, 2013 | 37 |
| -10.33% | Sep 20, 2018 | 15 | Oct 11, 2018 | 17 | Nov 5, 2018 | 32 |
| -9.50% | Jun 16, 2003 | 14 | Jul 7, 2003 | 2 | Jul 9, 2003 | 16 |
| -9.24% | May 13, 2003 | 6 | May 21, 2003 | 17 | Jun 16, 2003 | 23 |
| -8.99% | Jul 18, 2013 | 33 | Sep 4, 2013 | 16 | Sep 26, 2013 | 49 |
| -8.45% | Jun 10, 2013 | 10 | Jun 24, 2013 | 10 | Jul 9, 2013 | 20 |
| -8.16% | Jul 9, 2020 | 16 | Jul 31, 2020 | 7 | Aug 11, 2020 | 23 |
| -7.86% | Apr 7, 2004 | 15 | Apr 29, 2004 | 1 | Apr 30, 2004 | 16 |