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Performance analysis of Haverty Furniture Cos. (HVT-A)

Annual Return

Over the past 3 years, HVT-A has had an average annual return of +0.80%, underperforming the benchmark SPY, which returned +19.31% annual.

Over the past 5 years, HVT-A has had an average annual return of +0.06%, underperforming the benchmark SPY, which returned +12.78% annual.

Over the past 10 years, HVT-A has had an average annual return of +11.09%, underperforming the benchmark SPY, which returned +14.91% annual.

Since Nov 1, 1999, HVT-A has had an average annual return of +6.33%, underperforming the benchmark SPY, which returned +8.46% annual.

202620252024202320222021202020192018201720162015
+26.44%+9.68%-34.65%+23.57%+7.85%+13.75%+59.02%+13.82%-15.14%+1.11%+16.70%-0.45%
201420132012201120102009200820072006200520042003
-26.65%+93.26%+58.70%-13.69%-5.07%+43.15%+8.95%-38.15%+18.51%-25.48%-11.79%+44.89%
2002200120001999
-13.19%+73.46%-25.13%-8.00%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+10.98%+12.77%-17.00%-2.80%+2.97%+19.87%+1.46%+26.44%
2025+4.49%-4.30%-10.25%-8.46%+14.67%-2.18%+6.06%+6.70%-2.51%-6.72%+14.45%+1.05%+9.68%
2024-1.63%+1.97%-8.33%+0.03%-12.68%-8.73%+7.11%-2.77%+2.24%-16.81%+8.88%-7.55%-34.65%
2023+11.85%+9.34%-14.21%-4.78%-14.21%+8.98%+26.11%-11.03%-7.50%-10.00%+26.05%+12.35%+23.57%
2022-5.21%-0.77%-0.10%-9.45%+14.30%-14.49%+7.58%+9.63%-13.14%+7.35%+16.67%+1.07%+7.85%
2021+18.28%+5.63%+2.46%+21.16%+3.15%-6.60%-13.71%-2.80%+0.74%-21.43%+17.22%-2.16%+13.75%
2020+0%-21.39%-19.44%+5.54%+35.16%-9.67%-13.49%+53.80%+0%+10.60%+31.60%+0.62%+59.02%
2019+10.21%+19.09%-3.78%+6.41%-29.56%-0.48%+7.92%+6.11%+5.79%-11.10%+14.40%-1.94%+13.82%
2018-4.28%-6.04%-2.55%-8.87%+10.10%+7.92%-8.02%+10.33%+1.32%-6.43%+11.10%-16.35%-15.14%
2017-8.26%+7.14%+5.06%-1.24%+1.74%+2.06%-9.49%+7.55%+10.23%-7.57%+2.87%-6.41%+1.11%

Drawdown analysis of Haverty Furniture Cos. (HVT-A)

The maximum drawdown for the HVT-A was -66.79%, occurring on Jan 9, 2008. Recovery took 1309 trading sessions.

The current HVT-A drawdown is -23.73%.

Since Nov 1, 1999 HVT-A has experienced the following drawdowns:

  • 50% or more: 4 times
  • 40% or more: 4 times
  • 30% or more: 5 times
  • 20% or more: 6 times
  • 10% or more: 12 times
DepthStartTo BottomBottomTo RecoverEndTotal
-66.79%Dec 2, 20031032Jan 9, 20081309Mar 22, 20132341
-57.62%Jun 7, 2021972Apr 21, 2025OngoingOngoingOngoing
-55.51%Dec 20, 20131582Apr 6, 2020129Oct 8, 20201711
-53.41%Mar 4, 2002258Mar 12, 2003150Oct 14, 2003408
-34.89%Nov 18, 1999279Dec 27, 200082Apr 26, 2001361
-20.05%Aug 2, 201328Sep 12, 201335Oct 31, 201363
-15.88%Jun 4, 201314Jun 24, 201311Jul 10, 201325
-12.50%Dec 6, 20016Dec 14, 200113Jan 4, 200219
-12.08%Nov 19, 202012Dec 8, 20207Dec 17, 202019
-11.90%Oct 16, 20204Oct 22, 20208Nov 3, 202012
-11.06%Nov 7, 20038Nov 19, 20038Dec 2, 200316
-10.06%Apr 26, 200114May 16, 200131Jun 29, 200145
-9.75%May 3, 20218May 13, 202114Jun 3, 202122
-8.64%Jan 25, 20217Feb 3, 20214Feb 9, 202111
-8.35%Jun 29, 200180Oct 29, 200112Nov 14, 200192
-8.21%Feb 9, 20215Feb 17, 20213Feb 22, 20218
-7.73%Oct 29, 20031Oct 30, 20036Nov 7, 20037
-6.56%Mar 18, 20214Mar 24, 20218Apr 6, 202112
-5.86%Mar 2, 20212Mar 4, 20217Mar 15, 20219
-5.57%Dec 17, 20203Dec 22, 20209Jan 6, 202112
-5.45%May 14, 20136May 22, 20133May 28, 20139
-5.15%Jan 9, 20026Jan 17, 200210Feb 1, 200216
-5.04%Apr 10, 20133Apr 15, 20137Apr 24, 201310
-4.27%Nov 27, 20133Dec 3, 20134Dec 9, 20137
-4.07%Jul 15, 201312Jul 31, 20131Aug 1, 201313