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Performance analysis of Horace Mann Educators (HMN)

Annual Return

Over the past 3 years, HMN has had an average annual return of +25.23%, outperforming the benchmark SPY, which returned +19.62% annual.

Over the past 5 years, HMN has had an average annual return of +9.90%, underperforming the benchmark SPY, which returned +12.73% annual.

Over the past 10 years, HMN has had an average annual return of +7.34%, underperforming the benchmark SPY, which returned +15.04% annual.

Since Nov 1, 1999, HMN has had an average annual return of +5.30%, underperforming the benchmark SPY, which returned +8.49% annual.

202620252024202320222021202020192018201720162015
+13.75%+21.52%+24.61%-8.78%-0.04%-5.01%-0.49%+19.80%-12.80%+5.89%+32.89%+3%
201420132012201120102009200820072006200520042003
+8.45%+62.95%+50.04%-21.49%+47.46%+39.15%-50.20%-4.27%+9.62%+2.25%+41.03%-5.42%
2002200120001999
-26.07%+1.47%+11.93%-30.82%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026-2.96%-2.90%-1.07%+6.47%+0.64%+13.79%+0.10%+13.75%
2025-1.53%+9.58%+1.79%-2.79%+4.55%-0.24%-1.02%+8.11%-1.01%-1.02%+2.39%+1.64%+21.52%
2024+12.63%-1.74%+3.21%-0.35%-7.30%-3.56%+5.98%+3.01%-0.87%+6.55%+12.43%-5.54%+24.61%
2023-4.71%+3.79%-8.53%-6.57%-3.93%-0.20%+1.58%-4.88%+3.68%+8%+5.45%-1.32%-8.78%
2022-1.78%+9.42%+1.37%-4.73%+1.53%-4.28%-10.76%+4.44%-0.46%+11.81%-2.21%-2.31%-0.04%
2021-6.83%-1.61%+12.92%-7.20%-0.57%-5.38%+6.39%+2.99%-2.18%-1.53%-5.38%+5.26%-5.01%
2020-1.49%-9.49%-5.16%-3.91%+3.87%+1.42%+2.31%+3.94%-13.74%+1.53%+17.72%+6.03%-0.49%
2019+11.22%-5.91%-9.47%+9.57%+5%+0.16%+7.82%+0.99%+6.25%-5.98%-0.34%+1.23%+19.80%
2018-6.35%-0.36%+4.55%+4.56%-1.12%+1.56%-2.02%+5.95%-2.42%-12.51%+2.54%-6.32%-12.80%
2017-3.39%+1.33%-1.38%-5.85%-1.04%-0.48%-2.38%-4.75%+12.78%+11.31%+6.62%-4.97%+5.89%

Drawdown analysis of Horace Mann Educators (HMN)

The maximum drawdown for the HMN was -78.16%, occurring on Oct 27, 2008. Recovery took 1065 trading sessions.

The current HMN drawdown is -4.47%.

Since Nov 1, 1999 HMN has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 1 time
  • 30% or more: 2 times
  • 20% or more: 5 times
  • 10% or more: 13 times
DepthStartTo BottomBottomTo RecoverEndTotal
-78.16%Nov 5, 19992256Oct 27, 20081065Jan 22, 20133321
-33.31%Sep 13, 2019992Aug 23, 2023304Nov 6, 20241296
-25.79%Jul 16, 2015144Feb 10, 2016155Sep 21, 2016299
-24.94%Jul 9, 2018177Mar 22, 2019118Sep 10, 2019295
-20.77%Jan 4, 2017170Sep 7, 201734Oct 25, 2017204
-17.41%Nov 29, 201746Feb 6, 2018104Jul 6, 2018150
-13.56%Nov 6, 202443Jan 10, 202521Feb 11, 202564
-13.07%Dec 30, 201323Feb 3, 201493Jun 17, 2014116
-12.14%Oct 10, 201619Nov 4, 20165Nov 11, 201624
-11.34%Oct 21, 20139Nov 1, 201334Dec 20, 201343
-10.73%Sep 12, 2025130Mar 20, 202642May 20, 2026172
-10.63%Apr 2, 202512Apr 21, 202519May 16, 202531
-10.11%Jun 20, 201433Aug 7, 201468Nov 12, 2014101
-9.34%Dec 30, 201414Jan 21, 201535Mar 12, 201549
-8.53%Jul 26, 201325Aug 30, 201324Oct 4, 201349
-7.92%Jun 6, 202525Jul 15, 202518Aug 8, 202543
-7.59%Feb 1, 201315Feb 25, 201329Apr 8, 201344
-7.24%Apr 23, 20155Apr 30, 201536Jun 22, 201541
-6.22%Feb 11, 20257Feb 21, 20256Mar 3, 202513
-6.04%Apr 10, 20136Apr 18, 201326May 24, 201332
-5.82%Jul 6, 20267Jul 15, 2026OngoingOngoingOngoing
-5.32%Mar 3, 20257Mar 12, 202510Mar 26, 202517
-5.09%Jun 18, 20134Jun 24, 20138Jul 5, 201312
-4.93%May 21, 20268Jun 3, 20264Jun 9, 202612
-4.72%Dec 9, 20145Dec 16, 20145Dec 23, 201410