Performance analysis of HNI (HNI)
Annual Return
Over the past 3 years, HNI has had an average annual return of +16.37%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, HNI has had an average annual return of +4.20%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, HNI has had an average annual return of +0.77%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, HNI has had an average annual return of +5.69%, underperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.85% | -13.91% | +23.71% | +53.23% | -29.93% | +25.88% | -4.24% | +9.28% | -5.38% | -28.98% | +59.01% | -27.81% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +34.96% | +32.66% | +19.54% | -13.01% | +16.70% | +82.86% | -52.84% | -19.59% | -17.95% | +29.20% | +0.79% | +55.68% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +4.20% | +10.52% | +18.41% | +11.60% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +13.68% | -5.92% | -25.17% | +9.43% | -13.68% | +29.56% | +1.24% | -0.85% | |||||
| 2025 | -1.03% | -5.87% | -4.81% | -4.62% | +10.82% | +5.69% | +4.60% | -11.97% | +4.25% | -12.66% | +2.37% | +1.25% | -13.91% |
| 2024 | -2.66% | +10.86% | +0.71% | -7.05% | +12.99% | -4.32% | +22.06% | -1.39% | -0.02% | -8.47% | +15.65% | -11.09% | +23.71% |
| 2023 | +11.75% | -0.63% | -10.91% | -6.68% | -1.85% | +11.83% | +3.23% | +13.80% | +5.71% | +0.17% | +13.55% | +7.07% | +53.23% |
| 2022 | -0.26% | -2.25% | -8.95% | -3.80% | +7.89% | -9.02% | +1.82% | -8.58% | -17.16% | +9.35% | +1.13% | -1.96% | -29.93% |
| 2021 | -6.39% | +11.27% | +11.15% | +7.03% | +8.49% | -3.62% | -15.17% | +2.42% | -3.09% | +1.85% | +6.43% | +6.43% | +25.88% |
| 2020 | -3.98% | -8.03% | -23.27% | -3.38% | +6.19% | +20.02% | -2.85% | +8.27% | -1.48% | +3.73% | +12.95% | -5.49% | -4.24% |
| 2019 | +9.71% | +0.09% | -6.06% | +1.16% | -8.91% | +6.69% | -3.22% | -7.99% | +13.82% | +7.04% | +4.19% | -4.66% | +9.28% |
| 2018 | +0.83% | -4.22% | -2.41% | -7.48% | +12.02% | +0.24% | +16.32% | +2.62% | +0.32% | -14.35% | +2.52% | -8.09% | -5.38% |
| 2017 | -9.85% | -8.56% | +0.59% | +1.45% | -7.37% | -7.32% | -5.32% | -2.13% | +13.15% | -17.48% | +3.14% | +10.20% | -28.98% |
Drawdown analysis of HNI (HNI)
The maximum drawdown for the HNI was -86.09%, occurring on Mar 5, 2009. Recovery took 1426 trading sessions.
The current HNI drawdown is -25.21%.
Since Nov 1, 1999 HNI has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 4 times
- 30% or more: 6 times
- 20% or more: 10 times
- 10% or more: 15 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -86.09% | Feb 8, 2006 | 772 | Mar 5, 2009 | 1426 | Oct 31, 2014 | 2198 |
| -64.36% | Dec 27, 2016 | 810 | Mar 18, 2020 | 994 | Feb 29, 2024 | 1804 |
| -47.12% | Nov 25, 2024 | 369 | May 19, 2026 | Ongoing | Ongoing | Ongoing |
| -45.39% | Apr 22, 2015 | 187 | Jan 19, 2016 | 155 | Aug 29, 2016 | 342 |
| -33.27% | Sep 7, 2016 | 27 | Oct 14, 2016 | 50 | Dec 27, 2016 | 77 |
| -30.59% | Dec 8, 1999 | 64 | Mar 10, 2000 | 13 | Mar 29, 2000 | 77 |
| -26.56% | Aug 14, 2000 | 275 | Sep 21, 2001 | 40 | Nov 16, 2001 | 315 |
| -23.55% | Oct 4, 2005 | 17 | Oct 27, 2005 | 70 | Feb 8, 2006 | 87 |
| -23.36% | May 16, 2002 | 101 | Oct 9, 2002 | 168 | Jun 11, 2003 | 269 |
| -22.28% | Jan 21, 2004 | 44 | Mar 24, 2004 | 244 | Mar 14, 2005 | 288 |
| -15.36% | Jan 4, 2002 | 23 | Feb 7, 2002 | 37 | Apr 3, 2002 | 60 |
| -13.23% | Jun 29, 2000 | 1 | Jun 30, 2000 | 29 | Aug 11, 2000 | 30 |
| -13.21% | May 16, 2000 | 26 | Jun 22, 2000 | 5 | Jun 29, 2000 | 31 |
| -11.27% | Oct 17, 2024 | 10 | Oct 31, 2024 | 7 | Nov 11, 2024 | 17 |
| -10.72% | Jul 31, 2024 | 8 | Aug 12, 2024 | 46 | Oct 16, 2024 | 54 |
| -8.97% | Mar 28, 2024 | 13 | Apr 17, 2024 | 15 | May 8, 2024 | 28 |
| -8.51% | Mar 31, 2000 | 5 | Apr 7, 2000 | 16 | May 2, 2000 | 21 |
| -8.42% | Dec 29, 2014 | 15 | Jan 21, 2015 | 12 | Feb 6, 2015 | 27 |
| -8.01% | Dec 6, 2001 | 5 | Dec 13, 2001 | 14 | Jan 4, 2002 | 19 |
| -7.86% | May 31, 2024 | 10 | Jun 14, 2024 | 17 | Jul 11, 2024 | 27 |
| -6.47% | Feb 13, 2015 | 16 | Mar 10, 2015 | 8 | Mar 20, 2015 | 24 |
| -6.31% | Nov 16, 1999 | 8 | Nov 29, 1999 | 4 | Dec 3, 1999 | 12 |
| -6.20% | Feb 29, 2024 | 8 | Mar 12, 2024 | 7 | Mar 21, 2024 | 15 |
| -5.50% | Nov 16, 2001 | 9 | Nov 30, 2001 | 3 | Dec 5, 2001 | 12 |
| -5.44% | Jun 21, 2005 | 8 | Jul 1, 2005 | 13 | Jul 21, 2005 | 21 |