Performance analysis of Hess Midstream LP (HESM)
Annual Return
Over the past 3 years, HESM has had an average annual return of +17.28%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, HESM has had an average annual return of +20.25%, outperforming the benchmark SPY, which returned +12.55% annual.
Since Apr 5, 2017, HESM has had an average annual return of +13.07%, underperforming the benchmark SPY, which returned +14.97% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +21.49% | +0.55% | +26.33% | +14.52% | +16.66% | +53.10% | -5.10% | +43.86% | -8.61% | -20.42% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.81% | +11.44% | +0.49% | +0.59% | -2.16% | +0.27% | +6.93% | +21.49% | |||||
| 2025 | +9.39% | +4.80% | +1.34% | -12.11% | +1.45% | +4.08% | +13.03% | -3.65% | -16.14% | -1.73% | +1.44% | +2.43% | +0.55% |
| 2024 | +6.89% | +2.79% | +5.98% | -5.62% | +3.89% | +4.87% | +2.85% | +1.50% | -5.57% | -1.76% | +11.50% | -2.29% | +26.33% |
| 2023 | +3.21% | -9.51% | +5.55% | +1.38% | -2.96% | +10% | +1.67% | -5.51% | +0.80% | +2.99% | +10.74% | -2.80% | +14.52% |
| 2022 | +6.26% | +10.79% | -6.13% | -1.97% | +12.79% | -14.08% | +8.64% | -5.14% | -9.86% | +13.40% | +10.10% | -4.20% | +16.66% |
| 2021 | +6.65% | +2.58% | +6.91% | +1.62% | +14.07% | -0.86% | +2.49% | +1.47% | +9.60% | -10.78% | +0.38% | +11.59% | +53.10% |
| 2020 | +5.03% | -18.41% | -46.75% | +72.06% | +14.15% | -5.66% | -5.08% | +3.99% | -14.59% | +13.12% | +8.45% | +8.54% | -5.10% |
| 2019 | +28.63% | +6.53% | -7.34% | +4.25% | -11.11% | +1.04% | +3.39% | -3.88% | +1.42% | +10.64% | -2.15% | +10.91% | +43.86% |
| 2018 | +10.05% | -7.01% | -4.70% | +6.83% | +4.84% | -6.02% | +12.44% | +3.82% | +0.74% | -1.45% | -12.86% | -11.84% | -8.61% |
| 2017 | -0.08% | -9.15% | -12.35% | +3.78% | +0.87% | +4.32% | -9.60% | +8.11% | -6.30% | -20.42% |
Drawdown analysis of Hess Midstream LP (HESM)
The maximum drawdown for the HESM was -75.15%, occurring on Mar 18, 2020. Recovery took 240 trading sessions.
The current HESM drawdown is -1.29%.
Since Apr 5, 2017 HESM has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 4 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -75.15% | Jan 16, 2020 | 42 | Mar 18, 2020 | 240 | Mar 2, 2021 | 282 |
| -31.59% | May 2, 2017 | 415 | Dec 24, 2018 | 251 | Dec 23, 2019 | 666 |
| -28.71% | Jun 7, 2022 | 76 | Sep 26, 2022 | 289 | Nov 17, 2023 | 365 |
| -25.77% | Jul 31, 2025 | 50 | Oct 10, 2025 | 150 | May 18, 2026 | 200 |
| -19.71% | Mar 19, 2025 | 14 | Apr 8, 2025 | 78 | Jul 31, 2025 | 92 |
| -17.43% | Jun 15, 2021 | 23 | Jul 19, 2021 | 42 | Sep 16, 2021 | 65 |
| -16.09% | Sep 27, 2021 | 39 | Nov 19, 2021 | 33 | Jan 7, 2022 | 72 |
| -13.96% | Apr 14, 2022 | 18 | May 11, 2022 | 14 | Jun 1, 2022 | 32 |
| -11.60% | Mar 8, 2022 | 8 | Mar 18, 2022 | 19 | Apr 14, 2022 | 27 |
| -11.28% | Mar 10, 2021 | 6 | Mar 18, 2021 | 10 | Apr 1, 2021 | 16 |
| -9.84% | May 19, 2026 | 20 | Jun 17, 2026 | Ongoing | Ongoing | Ongoing |
| -8.88% | Jul 16, 2024 | 78 | Nov 4, 2024 | 17 | Nov 27, 2024 | 95 |
| -7.85% | Dec 4, 2023 | 6 | Dec 12, 2023 | 27 | Jan 23, 2024 | 33 |
| -6.77% | Jan 18, 2022 | 4 | Jan 24, 2022 | 14 | Feb 11, 2022 | 18 |
| -6.53% | Apr 3, 2024 | 19 | Apr 30, 2024 | 14 | May 20, 2024 | 33 |
| -6.45% | Sep 16, 2021 | 2 | Sep 20, 2021 | 3 | Sep 23, 2021 | 5 |
| -6.12% | Nov 29, 2024 | 13 | Dec 18, 2024 | 11 | Jan 6, 2025 | 24 |
| -5.57% | Jan 30, 2025 | 9 | Feb 12, 2025 | 4 | Feb 19, 2025 | 13 |
| -5.45% | Apr 1, 2021 | 10 | Apr 16, 2021 | 19 | May 13, 2021 | 29 |
| -5.06% | Feb 5, 2024 | 4 | Feb 9, 2024 | 7 | Feb 21, 2024 | 11 |
| -4.75% | Feb 28, 2025 | 4 | Mar 6, 2025 | 6 | Mar 14, 2025 | 10 |
| -4.71% | May 28, 2024 | 5 | Jun 4, 2024 | 11 | Jun 20, 2024 | 16 |
| -4.16% | Feb 17, 2022 | 2 | Feb 22, 2022 | 2 | Feb 24, 2022 | 4 |
| -2.99% | Apr 6, 2017 | 6 | Apr 17, 2017 | 10 | May 1, 2017 | 16 |
| -2.96% | Feb 20, 2025 | 3 | Feb 25, 2025 | 3 | Feb 28, 2025 | 6 |