Performance analysis of Heritage Global (HGBL)
Annual Return
Over the past 3 years, HGBL has had an average annual return of -30.33%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, HGBL has had an average annual return of -14.58%, underperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, HGBL has had an average annual return of +20.68%, outperforming the benchmark SPY, which returned +15.53% annual.
Since Jan 5, 2016, HGBL has had an average annual return of +19.06%, outperforming the benchmark SPY, which returned +15.45% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.81% | -32.97% | -33.45% | +18.30% | +25.67% | -29.70% | +171.43% | +115.62% | +22.84% | -21.28% | +135% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +10.48% | -5.11% | +4.62% | -0% | -10.29% | +0.82% | -0.81% | ||||||
| 2025 | +16.76% | -3.24% | +4.31% | -7.34% | +7.92% | +1.83% | -3.15% | -11.16% | -13.09% | -11.45% | -8.16% | -8.15% | -32.97% |
| 2024 | +0.72% | -0.71% | -5.04% | -6.82% | -7.32% | +7.89% | -1.22% | -29.22% | -1.16% | -0% | +3.53% | +5.11% | -33.45% |
| 2023 | +12.34% | -5.30% | +14.80% | +0.70% | +20.76% | +3.72% | +5.25% | -12.60% | -6.31% | -0.96% | -9.39% | -0.71% | +18.30% |
| 2022 | -9.62% | -7.11% | -14.01% | -20.74% | +11.21% | +26.05% | +9.33% | +0.61% | -2.42% | +11.80% | +33.33% | -2.08% | +25.67% |
| 2021 | +12.03% | +17.45% | -18.57% | +9.82% | -9.58% | -10.60% | -19.76% | +1.48% | -4.85% | -3.06% | -20.53% | +23.84% | -29.70% |
| 2020 | -7.14% | -1.10% | -7.78% | +19.28% | +43.43% | +40.14% | +22.11% | +51.29% | -37.71% | -25.76% | +0% | +56.47% | +171.43% |
| 2019 | +3.41% | -6.38% | +20.45% | +41.51% | -13.33% | +3.08% | -2.99% | +10.77% | +25% | -2.22% | +2.27% | +8.89% | +115.62% |
| 2018 | +21.62% | -4.44% | -6.98% | +7.50% | +6.98% | +2.17% | +2.13% | +25% | +5% | +15.87% | -29.86% | -11.23% | +22.84% |
| 2017 | +38.30% | -30.77% | +6.67% | -8.33% | -18.18% | -2.78% | -17.14% | +65.52% | +2.08% | -8.16% | -11.11% | -7.50% | -21.28% |
Drawdown analysis of Heritage Global (HGBL)
The maximum drawdown for the HGBL was -74.19%, occurring on May 12, 2022. Recovery took 267 trading sessions.
The current HGBL drawdown is -69.48%.
Since Jan 5, 2016 HGBL has experienced the following drawdowns:
- 50% or more: 5 times
- 40% or more: 6 times
- 30% or more: 7 times
- 20% or more: 7 times
- 10% or more: 13 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -74.19% | Aug 26, 2020 | 431 | May 12, 2022 | 267 | Jun 6, 2023 | 698 |
| -70.97% | Jul 17, 2023 | 667 | Mar 13, 2026 | Ongoing | Ongoing | Ongoing |
| -65.33% | Jan 25, 2017 | 127 | Aug 3, 2017 | 317 | Nov 5, 2018 | 444 |
| -62.57% | Feb 5, 2016 | 28 | Mar 24, 2016 | 79 | Aug 24, 2016 | 107 |
| -52.63% | Nov 5, 2018 | 33 | Dec 26, 2018 | 184 | Sep 23, 2019 | 217 |
| -44.23% | Sep 2, 2016 | 48 | Dec 22, 2016 | 6 | Jan 3, 2017 | 54 |
| -36.00% | Oct 1, 2019 | 120 | Mar 24, 2020 | 29 | May 5, 2020 | 149 |
| -19.54% | Jan 19, 2016 | 7 | Jan 28, 2016 | 5 | Feb 5, 2016 | 12 |
| -14.50% | Jul 2, 2020 | 8 | Jul 15, 2020 | 7 | Jul 24, 2020 | 15 |
| -12.82% | May 5, 2020 | 8 | May 15, 2020 | 5 | May 22, 2020 | 13 |
| -12.78% | Jun 12, 2020 | 3 | Jun 17, 2020 | 2 | Jun 19, 2020 | 5 |
| -12.50% | Jun 6, 2023 | 20 | Jul 6, 2023 | 7 | Jul 17, 2023 | 27 |
| -11.56% | Jun 30, 2020 | 1 | Jul 1, 2020 | 1 | Jul 2, 2020 | 2 |
| -9.77% | Jan 13, 2017 | 3 | Jan 19, 2017 | 2 | Jan 23, 2017 | 5 |
| -8.05% | Aug 3, 2020 | 1 | Aug 4, 2020 | 1 | Aug 5, 2020 | 2 |
| -7.41% | Jul 29, 2020 | 1 | Jul 30, 2020 | 2 | Aug 3, 2020 | 3 |
| -6.67% | Jan 10, 2017 | 1 | Jan 11, 2017 | 2 | Jan 13, 2017 | 3 |
| -6.67% | May 27, 2020 | 4 | Jun 2, 2020 | 5 | Jun 9, 2020 | 9 |
| -5.61% | Jun 23, 2020 | 1 | Jun 24, 2020 | 2 | Jun 26, 2020 | 3 |
| -5.26% | Sep 27, 2019 | 1 | Sep 30, 2019 | 1 | Oct 1, 2019 | 2 |
| -3.78% | Jan 12, 2016 | 1 | Jan 13, 2016 | 1 | Jan 19, 2016 | 2 |
| -3.05% | Jan 6, 2017 | 1 | Jan 9, 2017 | 1 | Jan 10, 2017 | 2 |
| -2.65% | Aug 18, 2020 | 2 | Aug 20, 2020 | 3 | Aug 25, 2020 | 5 |
| -2.33% | Jan 4, 2017 | 1 | Jan 5, 2017 | 1 | Jan 6, 2017 | 2 |
| -1.62% | Aug 11, 2020 | 1 | Aug 12, 2020 | 2 | Aug 14, 2020 | 3 |