Hawaiian Electric Industries, Inc. (HE) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
$
%
%
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Investment Performance

Final Value
$3,922
Total Return
-60.78%
CAGR
-17.07%
Dividends
$851.27
Yield on Cost
8.51%

Rolling Returns

1-Month (21 Trading Days)
Average-0.29%
Median+0.16%
Best+108.91%
Worst-74.61%
% of Windows Positive50.5%
1-Year (252 Trading Days)
Average-16.60%
Median-7.64%
Best+79.98%
Worst-78.09%
% of Windows Positive30.9%
3-Year (756 Trading Days)
Average-70.28%
Median-71.84%
Best-56.14%
Worst-80.32%
% of Windows Positive0.0%

Risk Metrics

Maximum Drawdown -81.54%
Average Drawdown -41.93%
Drawdown Duration 997 Trading Days (Unrecovered)
Sortino Ratio -0.13
Calmar Ratio -0.21
CVaR (5%) -7.18%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +24.15% (+113.75% ann.) +$2414.63 $0.00 $0.00 $0.00
2025 +26.41% +$2641.32 $0.00 $0.00 $0.00
2024 -31.43% $3143.06 $0.00 $0.00 $0.00
2023 -64.76% $6476.20 $259.95 $51.99 $0.42
2022 +3.61% +$360.57 $340.79 $68.16 $0.55
2021 +20.45% +$2045.43 $388.35 $77.67 $0.62
2020 -22.40% $2239.61 $284.39 $56.88 $0.46
2019 +31.11% +$3110.91 $352.87 $70.57 $0.56
2018 +4.21% +$420.77 $346.82 $69.36 $0.56
2017 +12.57% +$1257.10 $379.26 $75.85 $0.61
2016 +17.99% +$1799.45 $433.55 $86.71 $0.69
2015 -10.69% $1069.02 $374.70 $74.94 $0.60
2014 +33.62% +$3362.35 $483.07 $96.61 $0.77
2013 +7.57% +$756.50 $500.03 $100.01 $0.80
2012 -1.36% $135.65 $474.99 $95.00 $0.76
2011 +20.96% +$2096.28 $552.40 $110.48 $0.88
2010 +14.01% +$1400.71 $603.72 $120.74 $0.97
2009 +0.11% +$11.19 $573.57 $114.71 $0.92
2008 +1.08% +$108.34 $552.93 $110.59 $0.88
2007 -12.54% $1253.54 $463.50 $92.70 $0.74
2006 +8.77% +$876.86 $485.51 $97.10 $0.78
2005 -7.76% $776.42 $431.35 $86.27 $0.69
2004 +27.82% +$2782.46 $531.30 $106.26 $0.85
2003 +12.90% +$1290.20 $574.32 $114.86 $0.92
2002 +14.10% +$1409.58 $626.13 $125.22 $1.00
2001 +14.12% +$1412.26 $680.36 $136.07 $1.09
2000 +36.73% +$3672.68 $878.92 $175.78 $1.40
1999 -24.06% $2406.43 $629.31 $125.86 $1.01
1998 +3.56% +$355.57 $618.30 $123.66 $0.99
1997 +21.12% +$2112.37 $868.02 $173.60 $1.39
1996 -1.66% $166.44 $634.46 $126.89 $1.01
1995 +26.21% +$2620.95 $747.35 $149.47 $1.20
1994 -4.51% $450.60 $663.31 $132.66 $1.06
1993 +1.33% +$132.82 $626.66 $125.33 $1.00
1992 +6.14% +$614.23 $623.40 $124.68 $1.00
1991 +22.32% +$2231.94 $712.86 $142.57 $1.14
1990 -17.08% $1708.34 $549.43 $109.89 $0.88
1989 +42.78% +$4278.50 $712.69 $142.54 $1.14
1988 +20.65% +$2065.35 $768.34 $153.67 $1.23
1987 -13.62% $1362.11 $591.24 $118.25 $0.94
1986 +25.37% +$2537.31 $0.00 $0.00 $0.00
1985 +19.64% +$1964.28 $0.00 $0.00 $0.00
1984 +33.86% +$3386.46 $0.00 $0.00 $0.00
1983 +3.29% +$329.21 $0.00 $0.00 $0.00
1982 +21.50% +$2150.01 $0.00 $0.00 $0.00
1981 +18.34% +$1834.31 $0.00 $0.00 $0.00
1980 -11.98% $1197.92 $0.00 $0.00 $0.00
1979 -7.69% $769.23 $0.00 $0.00 $0.00
1978 -2.80% $280.37 $0.00 $0.00 $0.00
1977 +10.31% +$1030.93 $0.00 $0.00 $0.00
1976 +6.01% +$601.09 $0.00 $0.00 $0.00
1975 +38.64% +$3863.63 $0.00 $0.00 $0.00
1974 -23.26% $2325.58 $0.00 $0.00 $0.00
1973 partial -25.22% (-28.76% ann.) $2521.74 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania August 9, 1995 – March 10, 2000 +5.51% +1.18% +$550.68 $3773.57 $754.71 $6.03
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +77.46% +24.96% +$7745.51 $2350.78 $470.16 $3.75
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +22.06% +4.07% +$2206.10 $3013.53 $602.71 $4.82
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -42.11% -32.08% $4210.65 $844.47 $168.89 $1.35
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +148.76% +30.99% +$14876.34 $3332.52 $666.50 $5.33
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +122.97% +11.18% +$12297.30 $3749.44 $749.89 $6.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -30.70% -98.48% $3070.03 $66.25 $13.25 $0.11
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 -13.65% -21.04% $1365.49 $169.91 $33.98 $0.27
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +14.20% +13.43% +$1420.15 $481.25 $96.25 $0.77
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +1.75% +1.86% +$175.11 $278.29 $55.66 $0.45
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -67.82% -45.76% $6782.15 $363.12 $72.62 $0.58
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +26.62% +16.23% +$2661.69 $0.00 $0.00 $0.00

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
1987-02-02 $0.2250 1.37%
1987-05-04 $0.2250 1.50%
1987-08-04 $0.2250 1.57%
1987-11-04 $0.2400 1.85%
1988-02-01 $0.2400 1.62%
1988-05-02 $0.2400 1.49%
1988-08-01 $0.2400 1.68%
1988-10-31 $0.2550 1.71%
1989-02-06 $0.2550 1.67%
1989-05-08 $0.2550 1.65%
1989-08-07 $0.2550 1.46%
1989-11-07 $0.2700 1.46%
1990-02-06 $0.2700 1.48%
1990-05-04 $0.2700 1.58%
1990-08-06 $0.2700 1.68%
1990-11-06 $0.2750 1.88%
1991-02-05 $0.2750 1.68%
1991-05-06 $0.2750 1.56%
1991-08-06 $0.2750 1.61%
1991-11-05 $0.2800 1.54%
1992-02-06 $0.2800 1.53%
1992-05-05 $0.2800 1.50%
1992-08-04 $0.2800 1.28%
1992-11-04 $0.2850 1.43%
1993-02-04 $0.2850 1.54%
1993-05-04 $0.2850 1.67%
1993-08-04 $0.2850 1.50%
1993-11-04 $0.2900 1.58%
1994-02-04 $0.2900 1.68%
1994-05-04 $0.2900 1.69%
1994-08-04 $0.2900 1.76%
1994-11-04 $0.2950 1.83%
1995-02-09 $0.2950 1.72%
1995-05-04 $0.2950 1.68%
1995-08-08 $0.2950 1.66%
1995-11-09 $0.3000 1.51%
1996-02-12 $0.3000 1.54%
1996-05-08 $0.3000 1.75%
1996-08-08 $0.3000 1.71%
1996-11-07 $0.3050 1.66%
1997-02-10 $0.3050 1.69%
1997-05-05 $0.3050 1.79%
1997-05-08 $0.3050 1.77%
1997-08-07 $0.3050 1.65%
1997-11-06 $0.3050 1.61%
1998-02-13 $0.3100 1.51%
1998-05-07 $0.3100 1.56%
1998-08-06 $0.3100 1.65%
1998-11-06 $0.3100 1.52%
1999-02-12 $0.3100 1.73%
1999-05-06 $0.3100 1.73%
1999-08-06 $0.3100 1.72%
1999-11-08 $0.3100 1.82%
2000-02-14 $0.3100 2.08%
2000-05-08 $0.3100 1.68%
2000-08-08 $0.3100 1.87%
2000-11-09 $0.3100 1.85%
2001-02-12 $0.3100 1.67%
2001-05-08 $0.3100 1.65%
2001-08-08 $0.3100 1.55%
2001-11-08 $0.3100 1.59%
2002-02-11 $0.3100 1.45%
2002-05-08 $0.3100 1.31%
2002-08-08 $0.3100 1.42%
2002-11-07 $0.3100 1.30%
2003-02-10 $0.3100 1.51%
2003-05-08 $0.3100 1.50%
2003-08-07 $0.3100 1.47%
2003-11-06 $0.3100 1.35%
2004-02-09 $0.3100 1.20%
2004-05-06 $0.3100 1.23%
2004-08-06 $0.3100 1.23%
2004-11-08 $0.3100 1.06%
2005-02-14 $0.3100 1.11%
2005-05-06 $0.3100 1.21%
2005-08-08 $0.3100 1.13%
2005-11-17 $0.3100 1.18%
2006-02-21 $0.3100 1.16%
2006-05-11 $0.3100 1.16%
2006-08-11 $0.3100 1.13%
2006-11-13 $0.3100 1.14%
2007-02-22 $0.3100 1.14%
2007-05-11 $0.3100 1.22%
2007-08-16 $0.3100 1.50%
2007-11-13 $0.3100 1.41%
2008-02-28 $0.3100 1.32%
2008-05-14 $0.3100 1.16%
2008-08-14 $0.3100 1.22%
2008-11-13 $0.3100 1.16%
2009-02-26 $0.3100 2.04%
2009-05-19 $0.3100 1.88%
2009-08-20 $0.3100 1.71%
2009-11-12 $0.3100 1.60%
2010-02-18 $0.3100 1.52%
2010-05-19 $0.3100 1.34%
2010-08-19 $0.3100 1.26%
2010-11-10 $0.3100 1.33%
2011-02-17 $0.3100 1.25%
2011-05-18 $0.3100 1.19%
2011-08-11 $0.3100 1.44%
2011-11-17 $0.3100 1.19%
2012-02-16 $0.3100 1.20%
2012-05-17 $0.3100 1.16%
2012-08-13 $0.3100 1.12%
2012-11-15 $0.3100 1.26%
2013-02-19 $0.3100 1.11%
2013-05-20 $0.3100 1.10%
2013-08-19 $0.3100 1.19%
2013-11-18 $0.3100 1.16%
2014-02-21 $0.3100 1.20%
2014-05-20 $0.3100 1.29%
2014-08-20 $0.3100 1.27%
2014-11-19 $0.3100 1.12%
2015-02-20 $0.3100 0.92%
2015-05-20 $0.3100 0.99%
2015-08-20 $0.3100 1.02%
2015-11-19 $0.3100 1.08%
2016-02-18 $0.3100 1.06%
2016-05-26 $0.3100 0.95%
2016-08-22 $0.3100 1.01%
2016-11-18 $0.3100 1.04%
2017-02-22 $0.3100 0.95%
2017-05-22 $0.3100 0.96%
2017-08-21 $0.3100 0.93%
2017-11-21 $0.3100 0.84%
2018-02-21 $0.3100 0.93%
2018-05-22 $0.3100 0.93%
2018-08-20 $0.3100 0.87%
2018-11-20 $0.3100 0.82%
2019-02-25 $0.3200 0.83%
2019-05-22 $0.3200 0.76%
2019-08-21 $0.3200 0.72%
2019-11-21 $0.3200 0.72%
2020-02-25 $0.3300 0.67%
2020-05-21 $0.3300 0.86%
2020-08-20 $0.3300 0.93%
2020-11-19 $0.3300 0.88%
2021-02-24 $0.3400 0.96%
2021-05-19 $0.3400 0.77%
2021-08-18 $0.3400 0.75%
2021-11-22 $0.3400 0.86%
2022-02-23 $0.3500 0.86%
2022-05-19 $0.3500 0.83%
2022-08-17 $0.3500 0.80%
2022-11-21 $0.3500 0.88%
2023-02-22 $0.3600 0.86%
2023-05-18 $0.3600 0.98%
2023-08-17 $0.3600 2.47%
Total 148 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
Date Total Yield Tax Trans. Cost Shares Bought
2021-05-19 $80.25 $16.05 $0.13 1.4591
2021-08-18 $80.74 $16.15 $0.13 1.4428
2021-11-22 $81.23 $16.25 $0.13 1.6222
2022-02-23 $84.19 $16.84 $0.13 1.6750
2022-05-19 $84.78 $16.96 $0.14 1.6089
2022-08-17 $85.34 $17.07 $0.14 1.5743
2022-11-21 $85.89 $17.18 $0.14 1.7308
2023-02-22 $88.97 $17.79 $0.14 1.7215
2023-05-18 $89.59 $17.92 $0.14 1.9874
2023-08-17 $90.30 $18.06 $0.14 5.9931
Total $851.27 $170.25 $1.36 20.8150

All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.

For each rolling window, returns are calculated at every possible starting point:

return = (value[i] ÷ value[i − windowSize] − 1) × 100

Windows
1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
Statistics
Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.

The series is segmented by calendar year:

return = (endValue ÷ startValue − 1) × 100

startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.

SPRY

CAGR -18.89% Total -67.44% Final $3,256
2020-12-04 — 2026-04-14
CBNA

CAGR 41.80% Total 70.33% Final $17,033
2024-10-04 — 2026-04-14
KMT

CAGR 7.65% Total 4918.79% Final $501,879
1973-02-21 — 2026-04-14