Performance analysis of Herc (HRI)
Annual Return
Over the past 3 years, HRI has had an average annual return of +5.56%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, HRI has had an average annual return of +6.55%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, HRI has had an average annual return of +16.45%, outperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 16, 2006, HRI has had an average annual return of +12.56%, outperforming the benchmark SPY, which returned +10.90% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.72% | -20.10% | +29.33% | +15.51% | -14.46% | +136.38% | +35.70% | +88.30% | -58.49% | +55.90% | +182.22% | -42.94% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |||
| -12.86% | +75.90% | +38.83% | -19.13% | +21.56% | +135.13% | -68.09% | -8.62% | +10.62% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.40% | -2.01% | -28.79% | +27.49% | +5.34% | +7.77% | +3.22% | +0.72% | |||||
| 2025 | +7.73% | -29.39% | -6.42% | -18.49% | +13.94% | +6.20% | -11.30% | +12.57% | -10.80% | +21.76% | -5.48% | +11.01% | -20.10% |
| 2024 | -0.94% | +8.07% | +6.06% | -15.02% | +1.89% | -8.12% | +16.92% | -5.65% | +8.92% | +31.18% | +10.93% | -18.12% | +29.33% |
| 2023 | +18.05% | -7.14% | -20.68% | -12.19% | +2.02% | +34.94% | -2.21% | -2.27% | -8.61% | -10.21% | +15.80% | +21.02% | +15.51% |
| 2022 | +2.49% | -0.46% | +5.01% | -23.50% | -7.84% | -23.09% | +37.57% | -8.84% | -7.69% | +13.22% | +8.98% | +3.11% | -14.46% |
| 2021 | -3.66% | +37.17% | +15.46% | +4.22% | +8.92% | -2.57% | +10.68% | +5.97% | +24.35% | +11.67% | -6.37% | -8.15% | +136.38% |
| 2020 | -18.02% | -8.58% | -44.22% | +37.98% | +0.96% | +7.82% | +9.15% | +22.09% | -3.27% | +11.99% | +29.13% | +15.94% | +35.70% |
| 2019 | +42.56% | +18.76% | -11.41% | +23.55% | -29.34% | +34.67% | -1.51% | -8.55% | +12.67% | -4.84% | +5.65% | +4.66% | +88.30% |
| 2018 | +4.97% | -0.78% | -0.40% | -18.94% | +3.80% | +3.09% | +0.85% | -7.46% | -2.62% | -37.38% | +11.26% | -27.14% | -58.49% |
| 2017 | +23.68% | +4.07% | -5.42% | -7.00% | -16.80% | +3.94% | +15.41% | -6.96% | +16.36% | -1.36% | +22.12% | +5.80% | +55.90% |
Drawdown analysis of Herc (HRI)
The maximum drawdown for the HRI was -94.21%, occurring on Nov 21, 2008. Recovery took 1164 trading sessions.
The current HRI drawdown is -36.11%.
Since Nov 16, 2006 HRI has experienced the following drawdowns:
- 50% or more: 5 times
- 40% or more: 5 times
- 30% or more: 6 times
- 20% or more: 8 times
- 10% or more: 18 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -94.21% | Jun 28, 2007 | 355 | Nov 21, 2008 | 1164 | Jul 11, 2013 | 1519 |
| -82.20% | Mar 9, 2018 | 509 | Mar 18, 2020 | 207 | Jan 12, 2021 | 716 |
| -77.50% | Aug 19, 2014 | 373 | Feb 11, 2016 | 98 | Jul 1, 2016 | 471 |
| -60.89% | Nov 6, 2024 | 350 | Apr 2, 2026 | Ongoing | Ongoing | Ongoing |
| -55.56% | Nov 9, 2021 | 155 | Jun 23, 2022 | 586 | Oct 22, 2024 | 741 |
| -33.67% | Feb 1, 2017 | 74 | May 18, 2017 | 121 | Nov 8, 2017 | 195 |
| -22.99% | Jul 18, 2013 | 77 | Nov 5, 2013 | 38 | Dec 31, 2013 | 115 |
| -22.02% | Aug 5, 2016 | 59 | Oct 28, 2016 | 9 | Nov 10, 2016 | 68 |
| -18.69% | Jan 24, 2018 | 14 | Feb 13, 2018 | 14 | Mar 6, 2018 | 28 |
| -17.73% | Apr 10, 2007 | 14 | Apr 30, 2007 | 31 | Jun 13, 2007 | 45 |
| -15.21% | Mar 17, 2021 | 23 | Apr 20, 2021 | 12 | May 6, 2021 | 35 |
| -13.05% | Jun 5, 2014 | 6 | Jun 13, 2014 | 45 | Aug 18, 2014 | 51 |
| -12.69% | Jan 2, 2014 | 21 | Feb 3, 2014 | 17 | Feb 27, 2014 | 38 |
| -12.62% | Jun 1, 2021 | 13 | Jun 18, 2021 | 22 | Jul 21, 2021 | 35 |
| -12.12% | Aug 12, 2021 | 5 | Aug 19, 2021 | 23 | Sep 22, 2021 | 28 |
| -11.75% | Feb 27, 2014 | 20 | Mar 27, 2014 | 25 | May 2, 2014 | 45 |
| -11.25% | Jan 22, 2021 | 5 | Jan 29, 2021 | 9 | Feb 11, 2021 | 14 |
| -10.23% | May 7, 2021 | 3 | May 12, 2021 | 12 | May 28, 2021 | 15 |
| -9.71% | Jul 1, 2016 | 3 | Jul 7, 2016 | 6 | Jul 15, 2016 | 9 |
| -9.01% | Oct 22, 2021 | 3 | Oct 27, 2021 | 4 | Nov 2, 2021 | 7 |
| -8.39% | Nov 20, 2006 | 4 | Nov 27, 2006 | 10 | Dec 11, 2006 | 14 |
| -8.34% | Dec 6, 2016 | 6 | Dec 14, 2016 | 22 | Jan 18, 2017 | 28 |
| -7.96% | Feb 20, 2007 | 7 | Mar 1, 2007 | 14 | Mar 21, 2007 | 21 |
| -7.02% | Nov 15, 2016 | 3 | Nov 18, 2016 | 3 | Nov 23, 2016 | 6 |
| -5.45% | Dec 18, 2017 | 1 | Dec 19, 2017 | 21 | Jan 22, 2018 | 22 |