Performance analysis of Hercules Capital (HTGC)
Annual Return
Over the past 3 years, HTGC has had an average annual return of +11.53%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, HTGC has had an average annual return of +10.73%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, HTGC has had an average annual return of +13.52%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Jun 9, 2005, HTGC has had an average annual return of +11.87%, outperforming the benchmark SPY, which returned +11.06% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -7.12% | +3.43% | +33.46% | +42.76% | -10.38% | +26.64% | +15.07% | +39.97% | -6.98% | +1.90% | +27.71% | -9.49% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | ||
| -1.56% | +59.26% | +28.72% | -0.40% | +8.06% | +56.11% | -26.46% | -4.57% | +32.33% | -7.27% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.54% | -20.93% | +3.94% | +8.67% | -1.25% | +2.07% | +4.80% | -7.12% | |||||
| 2025 | +5.28% | +1.12% | -8.13% | -6.82% | +1.11% | +3.69% | +2.63% | +6.59% | -3.13% | -5.23% | +3.11% | +4.56% | +3.43% |
| 2024 | +3.84% | +7.08% | +2.16% | +3.63% | +5.84% | +3.60% | +5.43% | -8.70% | +2.45% | +0.61% | -1.81% | +6.13% | +33.46% |
| 2023 | +7.49% | +10.84% | -15.63% | +2.71% | +13.07% | +2.35% | +13.31% | +0.97% | -0.18% | -6.21% | +3.38% | +7.90% | +42.76% |
| 2022 | +7.78% | +0.50% | +3.40% | -7.03% | -14.36% | -4.19% | +17.94% | -8.67% | -17.70% | +25.47% | +1% | -6.64% | -10.38% |
| 2021 | +1.73% | +8.25% | +3.37% | +8.61% | -0.20% | +0.47% | +1.23% | +0.08% | -1.72% | +6.38% | -4.44% | +0.91% | +26.64% |
| 2020 | +2.78% | -6.18% | -42.12% | +34.29% | +12.08% | -6.01% | +5.44% | +4.43% | +3.12% | -3.20% | +22.66% | +8.09% | +15.07% |
| 2019 | +18.92% | +6.54% | -7.48% | +2.61% | +0.65% | +0.47% | +1.25% | +3.83% | +1.83% | +5.68% | +3.98% | -2.16% | +39.97% |
| 2018 | -3.36% | -4.97% | +3.03% | +2.48% | +2.40% | +2.10% | +6.80% | +2.38% | -2.66% | -4.79% | -0.36% | -9.13% | -6.98% |
| 2017 | +0.14% | +4.81% | +4.31% | +2.58% | -14.01% | +1.61% | +0.76% | -6.32% | +5.74% | -3.33% | +10.18% | -2.31% | +1.90% |
Drawdown analysis of Hercules Capital (HTGC)
The maximum drawdown for the HTGC was -68.28%, occurring on Mar 5, 2009. Recovery took 150 trading sessions.
The current HTGC drawdown is -12.27%.
Since Jun 9, 2005 HTGC has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 4 times
- 20% or more: 8 times
- 10% or more: 17 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -68.28% | May 23, 2007 | 449 | Mar 5, 2009 | 150 | Oct 7, 2009 | 599 |
| -57.47% | Feb 21, 2020 | 30 | Apr 3, 2020 | 183 | Dec 23, 2020 | 213 |
| -36.10% | Apr 20, 2022 | 112 | Sep 29, 2022 | 199 | Jul 18, 2023 | 311 |
| -33.89% | Jul 28, 2014 | 296 | Sep 29, 2015 | 217 | Aug 9, 2016 | 513 |
| -28.12% | Feb 19, 2025 | 277 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -27.93% | Aug 12, 2005 | 42 | Oct 12, 2005 | 243 | Sep 29, 2006 | 285 |
| -24.45% | Apr 6, 2011 | 124 | Oct 3, 2011 | 85 | Feb 3, 2012 | 209 |
| -23.45% | Apr 23, 2010 | 26 | Jun 1, 2010 | 152 | Jan 5, 2011 | 178 |
| -19.98% | Aug 22, 2018 | 83 | Dec 20, 2018 | 42 | Feb 22, 2019 | 125 |
| -19.09% | Nov 27, 2013 | 105 | May 1, 2014 | 43 | Jul 2, 2014 | 148 |
| -18.82% | Apr 26, 2017 | 94 | Sep 8, 2017 | 235 | Aug 15, 2018 | 329 |
| -18.27% | Jul 30, 2024 | 4 | Aug 5, 2024 | 113 | Jan 16, 2025 | 117 |
| -17.31% | Jan 19, 2010 | 18 | Feb 12, 2010 | 35 | Apr 6, 2010 | 53 |
| -15.10% | Oct 19, 2009 | 12 | Nov 4, 2009 | 40 | Jan 4, 2010 | 52 |
| -13.80% | Aug 7, 2023 | 58 | Oct 27, 2023 | 46 | Jan 4, 2024 | 104 |
| -12.58% | Sep 17, 2012 | 36 | Nov 8, 2012 | 38 | Jan 4, 2013 | 74 |
| -11.46% | Feb 25, 2019 | 11 | Mar 12, 2019 | 38 | May 6, 2019 | 49 |
| -9.27% | Apr 27, 2012 | 15 | May 18, 2012 | 29 | Jun 29, 2012 | 44 |
| -8.91% | Feb 23, 2007 | 13 | Mar 14, 2007 | 36 | May 4, 2007 | 49 |
| -8.26% | Nov 1, 2021 | 33 | Dec 17, 2021 | 17 | Jan 12, 2022 | 50 |
| -7.69% | Mar 8, 2011 | 7 | Mar 17, 2011 | 14 | Apr 6, 2011 | 21 |
| -7.41% | May 7, 2021 | 3 | May 12, 2021 | 17 | Jun 7, 2021 | 20 |
| -7.26% | Aug 22, 2016 | 53 | Nov 4, 2016 | 6 | Nov 14, 2016 | 59 |
| -6.98% | Mar 5, 2013 | 24 | Apr 9, 2013 | 9 | Apr 22, 2013 | 33 |
| -6.48% | Jan 12, 2022 | 7 | Jan 24, 2022 | 5 | Jan 31, 2022 | 12 |