Performance analysis of Houlihan Lokey (HLI)
Annual Return
Over the past 3 years, HLI has had an average annual return of +12.10%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, HLI has had an average annual return of +13.01%, outperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, HLI has had an average annual return of +22.20%, outperforming the benchmark SPY, which returned +14.91% annual.
Since Aug 13, 2015, HLI has had an average annual return of +20.68%, outperforming the benchmark SPY, which returned +14.18% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -19.01% | +1.65% | +47.06% | +40.65% | -13.87% | +57.03% | +40.56% | +36.31% | -17.19% | +49.26% | +21.81% | +17.72% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.37% | -2.70% | -11.98% | +7.75% | -8.46% | -4.84% | +4.28% | -19.01% | |||||
| 2025 | +4.64% | -4.61% | -6.52% | +0.36% | +7.77% | +3.37% | +5.95% | +4.51% | +3.36% | -12.78% | -2.06% | -0.35% | +1.65% |
| 2024 | -0.11% | +7.87% | -0.37% | -0.55% | +6.16% | +0.06% | +11.41% | +4.24% | +1.27% | +9.34% | +9.45% | -7.88% | +47.06% |
| 2023 | +13.66% | -3.40% | -8.07% | +4.45% | -4.45% | +13.31% | +1.57% | +6.05% | +1.69% | -6.16% | +7.71% | +11.32% | +40.65% |
| 2022 | +2.67% | -3.22% | -14.27% | -5.14% | +3.18% | -7.58% | +7.13% | -7.17% | -3.32% | +18.49% | +10.11% | -10.90% | -13.87% |
| 2021 | -3.54% | -1.99% | +5.17% | -0.36% | +13.01% | +9.84% | +8.94% | +1.24% | +2.59% | +21.69% | -3.16% | -4.24% | +57.03% |
| 2020 | +6.10% | -1.21% | +2.35% | +13.93% | +1.85% | -7.53% | -1.51% | +6.93% | +1.33% | +6.18% | +3.32% | +4.30% | +40.56% |
| 2019 | +20.22% | +3.93% | +0.29% | +7.57% | -7.71% | -1.50% | +3.30% | -3.96% | +2.80% | +4.79% | +0.87% | +3.18% | +36.31% |
| 2018 | +4.99% | -2.68% | -3.49% | -0.23% | +9.87% | +5.35% | -4.02% | -3.79% | -4.47% | -8.34% | +3.37% | -13.00% | -17.19% |
| 2017 | -0.06% | +1.25% | +10.08% | -2.64% | +0.68% | +3.97% | +6.53% | -2.50% | +8.54% | +6.39% | +7.23% | +2.23% | +49.26% |
Drawdown analysis of Houlihan Lokey (HLI)
The maximum drawdown for the HLI was -36.56%, occurring on Jul 14, 2022. Recovery took 350 trading sessions.
The current HLI drawdown is -32.32%.
Since Aug 13, 2015 HLI has experienced the following drawdowns:
- 30% or more: 3 times
- 20% or more: 5 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.56% | Jan 12, 2022 | 125 | Jul 14, 2022 | 350 | Dec 4, 2023 | 475 |
| -35.88% | Sep 23, 2025 | 200 | Jul 13, 2026 | Ongoing | Ongoing | Ongoing |
| -33.48% | Jul 23, 2018 | 107 | Dec 24, 2018 | 267 | Jan 16, 2020 | 374 |
| -25.19% | Nov 25, 2024 | 90 | Apr 8, 2025 | 62 | Jul 9, 2025 | 152 |
| -20.34% | Feb 19, 2020 | 25 | Mar 25, 2020 | 7 | Apr 3, 2020 | 32 |
| -17.83% | Dec 31, 2015 | 127 | Jul 5, 2016 | 29 | Aug 15, 2016 | 156 |
| -16.62% | May 18, 2020 | 28 | Jun 26, 2020 | 74 | Oct 12, 2020 | 102 |
| -16.05% | Nov 11, 2021 | 20 | Dec 10, 2021 | 22 | Jan 12, 2022 | 42 |
| -15.11% | Jan 24, 2018 | 50 | Apr 6, 2018 | 50 | Jun 18, 2018 | 100 |
| -12.01% | Jan 13, 2021 | 30 | Feb 26, 2021 | 53 | May 13, 2021 | 83 |
| -9.69% | Jul 26, 2017 | 16 | Aug 17, 2017 | 28 | Sep 27, 2017 | 44 |
| -9.34% | Feb 3, 2017 | 3 | Feb 8, 2017 | 21 | Mar 10, 2017 | 24 |
| -8.92% | Aug 15, 2016 | 57 | Nov 3, 2016 | 9 | Nov 16, 2016 | 66 |
| -8.12% | Oct 7, 2015 | 13 | Oct 26, 2015 | 21 | Nov 24, 2015 | 34 |
| -8.00% | Aug 14, 2015 | 30 | Sep 28, 2015 | 7 | Oct 7, 2015 | 37 |
| -7.92% | Dec 1, 2015 | 8 | Dec 11, 2015 | 12 | Dec 30, 2015 | 20 |
| -7.74% | Apr 8, 2024 | 8 | Apr 18, 2024 | 12 | May 6, 2024 | 20 |
| -7.04% | Aug 2, 2021 | 1 | Aug 3, 2021 | 14 | Aug 23, 2021 | 15 |
| -7.00% | May 10, 2017 | 11 | May 25, 2017 | 29 | Jul 7, 2017 | 40 |
| -6.59% | Dec 27, 2023 | 9 | Jan 10, 2024 | 8 | Jan 23, 2024 | 17 |
| -6.59% | Feb 23, 2024 | 16 | Mar 18, 2024 | 14 | Apr 8, 2024 | 30 |
| -6.56% | May 14, 2024 | 19 | Jun 11, 2024 | 16 | Jul 5, 2024 | 35 |
| -6.18% | Apr 22, 2020 | 2 | Apr 24, 2020 | 3 | Apr 29, 2020 | 5 |
| -5.75% | Jan 4, 2017 | 8 | Jan 17, 2017 | 12 | Feb 2, 2017 | 20 |
| -5.69% | Oct 25, 2017 | 9 | Nov 7, 2017 | 9 | Nov 20, 2017 | 18 |