Performance analysis of Healthequity (HQY)
Annual Return
Over the past 3 years, HQY has had an average annual return of +12.88%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, HQY has had an average annual return of +1%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, HQY has had an average annual return of +12.32%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Jul 31, 2014, HQY has had an average annual return of +14.24%, outperforming the benchmark SPY, which returned +14.09% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -6.99% | -4.52% | +44.72% | +7.56% | +39.33% | -36.54% | -5.89% | +24.17% | +27.84% | +15.15% | +61.63% | -1.49% |
| 2014 | |||||||||||
| +44.60% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -6.48% | -10.72% | +9.26% | -1.84% | +7.26% | -3.16% | -6.99% | ||||||
| 2025 | +15.08% | -0.60% | -19.49% | -3.00% | +17.37% | +4.12% | -7.41% | -7.91% | +6.09% | -0.20% | +11.21% | -12.90% | -4.52% |
| 2024 | +14% | +9.30% | -1.19% | -3.33% | +3.51% | +5.53% | -8.96% | +1.38% | +2.88% | +4.15% | +19.11% | -5.51% | +44.72% |
| 2023 | -1.28% | +7.10% | -9.91% | -8.96% | +2.53% | +15.22% | +7.60% | -0.57% | +8.14% | -1.88% | -6.50% | -1.08% | +7.56% |
| 2022 | +20.80% | +0.50% | +25.56% | -7.59% | +0.42% | -1.90% | -5.25% | +13.60% | +1.65% | +15.99% | -18.52% | -2.90% | +39.33% |
| 2021 | +19.85% | -1.44% | -17.43% | +11.72% | +9.41% | -3.18% | -8.08% | -13.26% | +0.92% | +2.19% | -17.38% | -19.09% | -36.54% |
| 2020 | -10.81% | +7.46% | -28.74% | +11.23% | +10.13% | -5.33% | -12.12% | +11.48% | -10.63% | +0.24% | +39.23% | -2.76% | -5.89% |
| 2019 | +4.51% | +29.10% | -8.08% | -8.42% | -3.53% | +0.06% | +25.35% | -27.59% | -3.73% | -0.62% | +10.74% | +17.78% | +24.17% |
| 2018 | +8.49% | +13.75% | +5.14% | +8.47% | +13.16% | +1.06% | +0.53% | +24.78% | +0.21% | -2.76% | -3.39% | -32.74% | +27.84% |
| 2017 | +14.14% | -5.51% | -2.86% | +7.23% | +0.61% | +8.80% | -7.95% | -6.76% | +18.26% | -0.71% | +3.29% | -10.05% | +15.15% |
Drawdown analysis of Healthequity (HQY)
The maximum drawdown for the HQY was -60.65%, occurring on Dec 20, 2021. Recovery took 732 trading sessions.
The current HQY drawdown is -25.59%.
Since Jul 31, 2014 HQY has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 6 times
- 10% or more: 16 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.65% | Nov 7, 2018 | 784 | Dec 20, 2021 | 732 | Nov 18, 2024 | 1516 |
| -54.61% | Nov 11, 2015 | 58 | Feb 5, 2016 | 149 | Sep 8, 2016 | 207 |
| -36.07% | Feb 12, 2025 | 251 | Feb 12, 2026 | Ongoing | Ongoing | Ongoing |
| -26.64% | Dec 26, 2014 | 29 | Feb 9, 2015 | 30 | Mar 24, 2015 | 59 |
| -25.46% | Jun 8, 2017 | 56 | Aug 28, 2017 | 117 | Feb 14, 2018 | 173 |
| -20.14% | Oct 10, 2016 | 19 | Nov 4, 2016 | 5 | Nov 11, 2016 | 24 |
| -19.61% | Sep 10, 2014 | 16 | Oct 2, 2014 | 33 | Nov 18, 2014 | 49 |
| -19.35% | Aug 5, 2015 | 55 | Oct 22, 2015 | 13 | Nov 10, 2015 | 68 |
| -18.68% | Jan 18, 2017 | 48 | Mar 28, 2017 | 49 | Jun 7, 2017 | 97 |
| -17.11% | Sep 11, 2018 | 31 | Oct 24, 2018 | 10 | Nov 7, 2018 | 41 |
| -12.96% | Nov 21, 2024 | 17 | Dec 17, 2024 | 21 | Jan 21, 2025 | 38 |
| -10.53% | Feb 21, 2018 | 1 | Feb 22, 2018 | 4 | Feb 28, 2018 | 5 |
| -10.23% | Nov 28, 2014 | 5 | Dec 5, 2014 | 11 | Dec 22, 2014 | 16 |
| -10.22% | Jul 26, 2018 | 2 | Jul 30, 2018 | 11 | Aug 14, 2018 | 13 |
| -10.20% | Aug 14, 2014 | 16 | Sep 8, 2014 | 2 | Sep 10, 2014 | 18 |
| -10.08% | Nov 29, 2016 | 16 | Dec 21, 2016 | 12 | Jan 10, 2017 | 28 |
| -9.62% | Mar 22, 2018 | 6 | Apr 2, 2018 | 22 | May 2, 2018 | 28 |
| -9.58% | Jun 25, 2015 | 7 | Jul 7, 2015 | 15 | Jul 28, 2015 | 22 |
| -9.23% | Jun 18, 2018 | 7 | Jun 27, 2018 | 15 | Jul 19, 2018 | 22 |
| -8.69% | Apr 28, 2015 | 17 | May 21, 2015 | 13 | Jun 10, 2015 | 30 |
| -8.01% | Mar 24, 2015 | 8 | Apr 6, 2015 | 15 | Apr 27, 2015 | 23 |
| -6.22% | Feb 28, 2018 | 1 | Mar 1, 2018 | 2 | Mar 5, 2018 | 3 |
| -4.83% | Jul 31, 2014 | 3 | Aug 5, 2014 | 4 | Aug 11, 2014 | 7 |
| -4.83% | Sep 8, 2016 | 1 | Sep 9, 2016 | 7 | Sep 20, 2016 | 8 |
| -4.73% | May 30, 2018 | 1 | May 31, 2018 | 3 | Jun 5, 2018 | 4 |