Performance analysis of Hagerty (HGTY)
Annual Return
Over the past 3 years, HGTY has had an average annual return of +3.56%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, HGTY has had an average annual return of +1.22%, underperforming the benchmark SPY, which returned +14% annual.
Since Jun 1, 2021, HGTY has had an average annual return of +1.24%, underperforming the benchmark SPY, which returned +14.14% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -22.84% | +39.28% | +23.71% | -7.26% | -40.69% | +45.44% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -6.18% | -6.90% | -10.31% | -3.51% | +0.59% | +1.47% | -22.84% | ||||||
| 2025 | +0.41% | +4.44% | -10.67% | -2.55% | +10.33% | +4.01% | +0.50% | +12.70% | +5.15% | -6.81% | +19.07% | +0.60% | +39.28% |
| 2024 | +3.20% | +6.71% | +6.53% | -2.19% | +7.50% | +8.11% | +6.35% | +7.95% | -14.82% | +5.90% | +9.38% | -18.08% | +23.71% |
| 2023 | +14.26% | -6.55% | -2.67% | +14.54% | -12.99% | +7.47% | -5.67% | +3.51% | -10.61% | -5.50% | +9.46% | -7.70% | -7.26% |
| 2022 | +0.56% | +5.33% | -28.16% | -11.86% | +17.03% | +3.24% | -0.09% | -2.17% | -19.94% | +1.11% | +0.33% | -7.78% | -40.69% |
| 2021 | +1.03% | -1.73% | +3.62% | +0.60% | -0% | +1.29% | +38.75% | +45.44% |
Drawdown analysis of Hagerty (HGTY)
The maximum drawdown for the HGTY was -59.73%, occurring on May 11, 2022. This drawdown has not yet recovered.
The current HGTY drawdown is -44.84%.
Since Jun 1, 2021 HGTY has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.73% | Dec 13, 2021 | 103 | May 11, 2022 | Ongoing | Ongoing | Ongoing |
| -2.69% | Dec 3, 2021 | 1 | Dec 6, 2021 | 1 | Dec 7, 2021 | 2 |
| -2.54% | Nov 4, 2021 | 15 | Nov 26, 2021 | 1 | Nov 29, 2021 | 16 |
| -2.13% | Aug 5, 2021 | 6 | Aug 13, 2021 | 3 | Aug 18, 2021 | 9 |
| -1.93% | Jun 16, 2021 | 31 | Jul 30, 2021 | 3 | Aug 4, 2021 | 34 |
| -0.97% | Nov 29, 2021 | 2 | Dec 1, 2021 | 1 | Dec 2, 2021 | 3 |
| -0.90% | Sep 14, 2021 | 16 | Oct 6, 2021 | 14 | Oct 26, 2021 | 30 |
| -0.80% | Aug 20, 2021 | 2 | Aug 24, 2021 | 6 | Sep 1, 2021 | 8 |
| -0.59% | Oct 26, 2021 | 1 | Oct 27, 2021 | 5 | Nov 3, 2021 | 6 |
| -0.20% | Sep 1, 2021 | 1 | Sep 2, 2021 | 3 | Sep 8, 2021 | 4 |
| -0.20% | Jun 8, 2021 | 2 | Jun 10, 2021 | 1 | Jun 11, 2021 | 3 |
| -0.20% | Aug 18, 2021 | 1 | Aug 19, 2021 | 1 | Aug 20, 2021 | 2 |
| -0.11% | Jun 4, 2021 | 1 | Jun 7, 2021 | 1 | Jun 8, 2021 | 2 |
| -0.11% | Jun 11, 2021 | 1 | Jun 14, 2021 | 2 | Jun 16, 2021 | 3 |
| -0.10% | Sep 8, 2021 | 1 | Sep 9, 2021 | 2 | Sep 13, 2021 | 3 |