Performance analysis of Hyster-Yale Materials Handling (HY)
Annual Return
Over the past 3 years, HY has had an average annual return of -9.36%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, HY has had an average annual return of -12.02%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, HY has had an average annual return of -4.06%, underperforming the benchmark SPY, which returned +14.91% annual.
Since Oct 1, 2012, HY has had an average annual return of +0.96%, underperforming the benchmark SPY, which returned +14.55% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.22% | -39.41% | -16.28% | +152.95% | -35.92% | -29.47% | +3.95% | -2.65% | -25.87% | +35.81% | +24.03% | -27.09% |
| 2014 | 2013 | 2012 | |||||||||
| -20.40% | +93.89% | +26.69% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +12.59% | +11.18% | -11.73% | +21.41% | -7.98% | -2.46% | -9.29% | +9.22% | |||||
| 2025 | +4.89% | -4.21% | -18.26% | -7.49% | +5.44% | -0.95% | +5.61% | -9.88% | -1.71% | -2.50% | -19.08% | +3.45% | -39.41% |
| 2024 | +5.67% | -9.91% | +8.99% | -8.73% | +24.53% | -3.94% | +17.22% | -22.55% | +1.28% | -0.47% | -10.84% | -9.44% | -16.28% |
| 2023 | +28.13% | +20.98% | +28.22% | +5.55% | -10.59% | +19.42% | -14.47% | -3.69% | -2.38% | -10.25% | +19.96% | +30.46% | +152.95% |
| 2022 | +9.22% | -14.72% | -12.45% | -7.50% | +21.33% | -12.80% | +7.36% | -14.86% | -26.16% | +35.57% | +1.52% | -13.56% | -35.92% |
| 2021 | +50.65% | -4.28% | +1.83% | -7.19% | -6.11% | -3.45% | -1.83% | -17.74% | -14.25% | -4.41% | -17.61% | +4.69% | -29.47% |
| 2020 | -8.43% | -10.25% | -16.72% | -2.62% | -5.41% | +5.60% | -3.49% | +8.97% | -7.90% | +14.12% | +30.56% | +8.19% | +3.95% |
| 2019 | +12.32% | -2.33% | -7.84% | +6.83% | -33.51% | +25.65% | +11.90% | -11.27% | +0.33% | -7.33% | +17.40% | -0.45% | -2.65% |
| 2018 | -0.55% | -15.58% | -1.77% | +1.82% | -5.89% | -3.67% | +2.35% | -5.70% | -0.27% | -1.76% | +8.82% | -5.36% | -25.87% |
| 2017 | -3.53% | -0.55% | -7.39% | +6.60% | +24.67% | -5.87% | +0.87% | +0.89% | +7.39% | +2.68% | +8.46% | +0.39% | +35.81% |
Drawdown analysis of Hyster-Yale Materials Handling (HY)
The maximum drawdown for the HY was -77.59%, occurring on Oct 7, 2022. This drawdown has not yet recovered.
The current HY drawdown is -62.42%.
Since Oct 1, 2012 HY has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -77.59% | Feb 16, 2021 | 415 | Oct 7, 2022 | Ongoing | Ongoing | Ongoing |
| -66.43% | Mar 6, 2014 | 1559 | May 14, 2020 | 175 | Jan 25, 2021 | 1734 |
| -18.10% | Sep 24, 2013 | 27 | Oct 31, 2013 | 75 | Feb 20, 2014 | 102 |
| -16.06% | Jun 18, 2013 | 4 | Jun 24, 2013 | 27 | Aug 1, 2013 | 31 |
| -12.29% | Mar 27, 2013 | 14 | Apr 17, 2013 | 14 | May 7, 2013 | 28 |
| -11.94% | Oct 2, 2012 | 5 | Oct 9, 2012 | 17 | Nov 5, 2012 | 22 |
| -11.49% | Aug 13, 2013 | 11 | Aug 28, 2013 | 5 | Sep 5, 2013 | 16 |
| -7.72% | Nov 6, 2012 | 14 | Nov 27, 2012 | 6 | Dec 5, 2012 | 20 |
| -7.47% | Jun 4, 2013 | 2 | Jun 6, 2013 | 2 | Jun 10, 2013 | 4 |
| -5.20% | Jan 4, 2013 | 23 | Feb 7, 2013 | 3 | Feb 12, 2013 | 26 |
| -4.15% | Feb 12, 2013 | 4 | Feb 19, 2013 | 7 | Feb 28, 2013 | 11 |
| -3.79% | May 21, 2013 | 3 | May 24, 2013 | 1 | May 28, 2013 | 4 |
| -3.75% | May 7, 2013 | 3 | May 10, 2013 | 4 | May 16, 2013 | 7 |
| -3.50% | Jan 25, 2021 | 4 | Jan 29, 2021 | 2 | Feb 2, 2021 | 6 |
| -3.25% | Mar 5, 2013 | 1 | Mar 6, 2013 | 1 | Mar 7, 2013 | 2 |
| -2.71% | Jun 13, 2013 | 1 | Jun 14, 2013 | 2 | Jun 18, 2013 | 3 |
| -2.54% | Sep 10, 2013 | 2 | Sep 12, 2013 | 2 | Sep 16, 2013 | 4 |
| -2.18% | Mar 20, 2013 | 3 | Mar 25, 2013 | 1 | Mar 26, 2013 | 4 |
| -2.14% | Dec 11, 2012 | 1 | Dec 12, 2012 | 3 | Dec 17, 2012 | 4 |
| -2.03% | Feb 8, 2021 | 3 | Feb 11, 2021 | 2 | Feb 16, 2021 | 5 |
| -1.83% | Feb 20, 2014 | 1 | Feb 21, 2014 | 1 | Feb 24, 2014 | 2 |
| -1.71% | Aug 2, 2013 | 2 | Aug 6, 2013 | 5 | Aug 13, 2013 | 7 |
| -1.61% | Mar 8, 2013 | 1 | Mar 11, 2013 | 2 | Mar 13, 2013 | 3 |
| -1.59% | Sep 16, 2013 | 1 | Sep 17, 2013 | 1 | Sep 18, 2013 | 2 |
| -1.59% | May 30, 2013 | 1 | May 31, 2013 | 1 | Jun 3, 2013 | 2 |