Performance analysis of Helios Technologies (HLIO)
Annual Return
Over the past 3 years, HLIO has had an average annual return of +15.42%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, HLIO has had an average annual return of +3.24%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, HLIO has had an average annual return of +11.82%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, HLIO has had an average annual return of +17.63%, outperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +56.54% | +21% | -0.78% | -16.19% | -47.97% | +98.38% | +16.37% | +40.54% | -48.35% | +62.95% | +27.50% | -18.38% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +0.15% | +58.62% | +17.48% | -5.65% | +48.10% | +43.02% | -24.08% | +86.82% | +8.22% | +83.99% | +124.15% | +11.69% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +6.67% | +17.96% | +4% | -6.53% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +21.30% | +10.10% | -9.27% | +5.88% | +21.48% | +0.45% | +56.54% | ||||||
| 2025 | +0.14% | -11.57% | -18.66% | -14.76% | +11.23% | +10.06% | +10.23% | +47.83% | -3.89% | +6.39% | -2.47% | -0.93% | +21% |
| 2024 | -8.83% | +7% | +1.22% | +1.13% | +11.04% | -4.65% | -3.58% | -3.83% | +7.94% | -3.11% | +13.42% | -14.68% | -0.78% |
| 2023 | +21.43% | +2.64% | -3.45% | -7.91% | -17.78% | +33.65% | -4.24% | -8.42% | -4.15% | -6.62% | -25.79% | +18.16% | -16.19% |
| 2022 | -27.07% | +2.32% | +2.35% | -16.19% | +1.85% | -3.17% | +4.02% | -20.63% | -7.36% | +12.22% | -6.97% | +3.22% | -47.97% |
| 2021 | +2.54% | +19.89% | +11.42% | -0.69% | -1.70% | +9.85% | +3.71% | +0.95% | +0.60% | +11.01% | +10.19% | +4.82% | +98.38% |
| 2020 | -7.84% | -6.51% | -4.60% | -5.96% | +0.56% | +4.14% | +1.82% | +8.67% | -11.46% | +15.22% | +17.66% | +8.25% | +16.37% |
| 2019 | +7.02% | +34.33% | -2.25% | +12.74% | -20.23% | +11.16% | +1.38% | -8.88% | -5.19% | -2.08% | +13% | +3.24% | +40.54% |
| 2018 | -3.90% | -16.37% | +3.16% | -9.16% | +2.45% | -3.16% | +8.23% | -3.30% | +8.82% | -15.15% | -10.17% | -20.37% | -48.35% |
| 2017 | -1.98% | -5.56% | -2.11% | +7.56% | +10.17% | -0.07% | -3.07% | +15.84% | +12.71% | +6.71% | +5.44% | +6.64% | +62.95% |
Drawdown analysis of Helios Technologies (HLIO)
The maximum drawdown for the HLIO was -76.92%, occurring on Apr 21, 2025. This drawdown has not yet recovered.
The current HLIO drawdown is -24.51%.
Since Nov 1, 1999 HLIO has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 8 times
- 30% or more: 11 times
- 20% or more: 13 times
- 10% or more: 22 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -76.92% | Nov 18, 2021 | 856 | Apr 21, 2025 | Ongoing | Ongoing | Ongoing |
| -74.60% | Jul 30, 2008 | 152 | Mar 9, 2009 | 504 | Mar 8, 2011 | 656 |
| -56.83% | Jan 25, 2018 | 556 | Apr 13, 2020 | 223 | Mar 2, 2021 | 779 |
| -49.30% | Jul 19, 2007 | 128 | Jan 22, 2008 | 77 | May 12, 2008 | 205 |
| -47.62% | Aug 2, 2005 | 244 | Jul 21, 2006 | 192 | Apr 27, 2007 | 436 |
| -44.28% | May 10, 2011 | 101 | Oct 3, 2011 | 361 | Mar 13, 2013 | 462 |
| -42.36% | Mar 24, 2000 | 189 | Dec 21, 2000 | 655 | Aug 6, 2003 | 844 |
| -41.93% | Mar 7, 2014 | 474 | Jan 25, 2016 | 325 | May 9, 2017 | 799 |
| -38.68% | Jul 1, 2004 | 87 | Nov 3, 2004 | 80 | Mar 1, 2005 | 167 |
| -31.89% | Apr 6, 2005 | 7 | Apr 15, 2005 | 30 | May 27, 2005 | 37 |
| -30.59% | Aug 8, 2003 | 59 | Oct 31, 2003 | 86 | Mar 8, 2004 | 145 |
| -25.01% | Nov 10, 1999 | 32 | Dec 28, 1999 | 53 | Mar 14, 2000 | 85 |
| -22.16% | Jun 2, 2008 | 26 | Jul 9, 2008 | 15 | Jul 30, 2008 | 41 |
| -18.96% | Nov 27, 2013 | 48 | Feb 7, 2014 | 17 | Mar 5, 2014 | 65 |
| -16.28% | Mar 11, 2004 | 12 | Mar 29, 2004 | 25 | May 4, 2004 | 37 |
| -14.26% | Jun 6, 2005 | 3 | Jun 9, 2005 | 9 | Jun 22, 2005 | 12 |
| -11.81% | May 6, 2013 | 32 | Jun 20, 2013 | 56 | Sep 10, 2013 | 88 |
| -11.24% | May 21, 2007 | 3 | May 24, 2007 | 4 | May 31, 2007 | 7 |
| -10.57% | May 14, 2021 | 4 | May 20, 2021 | 32 | Jul 7, 2021 | 36 |
| -10.33% | May 10, 2004 | 5 | May 17, 2004 | 19 | Jun 15, 2004 | 24 |
| -10.21% | Jun 22, 2005 | 3 | Jun 27, 2005 | 5 | Jul 5, 2005 | 8 |
| -10.13% | Mar 9, 2011 | 5 | Mar 16, 2011 | 11 | Mar 31, 2011 | 16 |
| -9.73% | Mar 13, 2013 | 22 | Apr 15, 2013 | 14 | May 3, 2013 | 36 |
| -8.84% | Sep 27, 2021 | 3 | Sep 30, 2021 | 15 | Oct 21, 2021 | 18 |
| -8.35% | Nov 21, 2017 | 14 | Dec 12, 2017 | 7 | Dec 21, 2017 | 21 |