HEICO Corporation (HEI) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$22,892
Total Return
128.92%
CAGR
18.02%
Dividends
$71.50
Yield on Cost
0.72%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.56% |
| Median | +0.95% |
| Best | +33.41% |
| Worst | -20.91% |
| % of Windows Positive | 55.3% |
1-Year (252 Trading Days)
| Average | +23.46% |
| Median | +21.22% |
| Best | +66.76% |
| Worst | -9.41% |
| % of Windows Positive | 96.8% |
3-Year (756 Trading Days)
| Average | +89.80% |
| Median | +89.48% |
| Best | +157.78% |
| Worst | +51.68% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -27.11% |
| Average Drawdown | -6.47% |
| Drawdown Duration | 95 Trading Days (Unrecovered) |
| Sortino Ratio | 1.11 |
| Calmar Ratio | 0.66 |
| CVaR (5%) | -3.75% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +1.73% (+4.16% ann.) | +$173.44 | $3.71 | $0.74 | $0.0059 |
| 2025 | +36.20% | +$3620.17 | $9.68 | $1.94 | $0.02 |
| 2024 | +33.03% | +$3302.61 | $11.74 | $2.35 | $0.02 |
| 2023 | +16.54% | +$1653.54 | $13.02 | $2.60 | $0.02 |
| 2022 | +6.64% | +$664.25 | $12.48 | $2.50 | $0.02 |
| 2021 | +9.04% | +$903.55 | $12.84 | $2.57 | $0.02 |
| 2020 | +16.12% | +$1612.35 | $14.02 | $2.80 | $0.02 |
| 2019 | +47.50% | +$4749.83 | $18.08 | $3.62 | $0.03 |
| 2018 | +28.49% | +$2849.08 | $19.27 | $3.85 | $0.03 |
| 2017 | +53.00% | +$5300.37 | $12.96 | $2.59 | $0.02 |
| 2016 | +42.19% | +$4219.22 | $31.29 | $6.26 | $0.05 |
| 2015 | -9.81% | $980.92 | $24.85 | $4.97 | $0.04 |
| 2014 | +4.42% | +$441.84 | $22.44 | $4.49 | $0.04 |
| 2013 | +62.93% | +$6292.56 | $130.26 | $26.05 | $0.21 |
| 2012 | -0.01% | $0.58 | $494.29 | $98.86 | $0.79 |
| 2011 | +43.50% | +$4350.33 | $26.47 | $5.29 | $0.04 |
| 2010 | +44.24% | +$4423.77 | $30.47 | $6.09 | $0.05 |
| 2009 | +14.45% | +$1445.34 | $30.92 | $6.18 | $0.05 |
| 2008 | -28.58% | $2858.21 | $18.36 | $3.67 | $0.03 |
| 2007 | +40.53% | +$4052.57 | $20.61 | $4.12 | $0.03 |
| 2006 | +50.39% | +$5038.96 | $30.93 | $6.19 | $0.05 |
| 2005 | +14.77% | +$1476.77 | $22.14 | $4.43 | $0.04 |
| 2004 | +36.85% | +$3684.88 | $30.24 | $6.05 | $0.05 |
| 2003 | +72.13% | +$7213.01 | $47.17 | $9.43 | $0.08 |
| 2002 | -29.41% | $2940.64 | $33.20 | $6.64 | $0.05 |
| 2001 | +6.33% | +$632.55 | $32.02 | $6.40 | $0.05 |
| 2000 | -21.01% | $2100.92 | $24.08 | $4.82 | $0.04 |
| 1999 | -30.79% | $3078.65 | $16.16 | $3.23 | $0.03 |
| 1998 | +66.41% | +$6640.70 | $25.45 | $5.09 | $0.04 |
| 1997 | +78.92% | +$7892.37 | $41.74 | $8.35 | $0.07 |
| 1996 | +153.25% | +$15324.58 | $91.36 | $18.27 | $0.15 |
| 1995 | +128.25% | +$12824.69 | $170.84 | $34.17 | $0.27 |
| 1994 | -18.66% | $1865.79 | $130.75 | $26.15 | $0.21 |
| 1993 | -10.61% | $1060.81 | $115.63 | $23.13 | $0.19 |
| 1992 | +7.12% | +$711.51 | $122.73 | $24.55 | $0.20 |
| 1991 | +11.75% | +$1175.01 | $45.45 | $9.09 | $0.07 |
| 1990 | +12.31% | +$1230.63 | $101.47 | $20.29 | $0.16 |
| 1989 | -18.19% | $1818.83 | $82.31 | $16.46 | $0.13 |
| 1988 | +11.89% | +$1188.96 | $61.13 | $12.22 | $0.10 |
| 1987 | -44.91% | $4490.99 | $50.28 | $10.05 | $0.08 |
| 1986 | +88.19% | +$8818.87 | $0.00 | $0.00 | $0.00 |
| 1985 | +42.70% | +$4269.65 | $0.00 | $0.00 | $0.00 |
| 1984 | +27.14% | +$2714.28 | $0.00 | $0.00 | $0.00 |
| 1983 | +18.64% | +$1864.46 | $0.00 | $0.00 | $0.00 |
| 1982 | -11.94% | $1194.05 | $0.00 | $0.00 | $0.00 |
| 1981 | -27.96% | $2795.72 | $0.00 | $0.00 | $0.00 |
| 1980 partial | +60.35% (+81.62% ann.) | +$6034.53 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +335.05% | +37.80% | +$33504.54 | $600.79 | $120.16 | $0.96 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -24.86% | -10.51% | $2485.52 | $93.62 | $18.72 | $0.15 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +564.89% | +46.10% | +$56488.67 | $375.84 | $75.17 | $0.60 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -58.19% | -46.06% | $5819.47 | $30.15 | $6.03 | $0.05 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +201.66% | +38.69% | +$20166.03 | $246.76 | $49.35 | $0.40 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +836.17% | +34.39% | +$83617.37 | $1228.16 | $245.63 | $1.96 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -47.69% | -99.94% | $4768.53 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +54.32% | +100.98% | +$5431.64 | $10.73 | $2.15 | $0.02 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +11.55% | +10.93% | +$1155.01 | $13.52 | $2.70 | $0.02 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +12.77% | +13.61% | +$1276.52 | $13.00 | $2.60 | $0.02 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +60.13% | +28.92% | +$6012.51 | $25.05 | $5.01 | $0.04 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +27.28% | +15.19% | +$2727.84 | $13.53 | $2.71 | $0.02 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1987-01-02 | $0.0011 | 0.17% |
| 1987-06-29 | $0.0011 | 0.18% |
| 1987-12-28 | $0.0011 | 0.28% |
| 1988-06-28 | $0.0011 | 0.22% |
| 1988-12-27 | $0.0011 | 0.26% |
| 1989-06-27 | $0.0016 | 0.43% |
| 1989-12-26 | $0.0016 | 0.57% |
| 1990-06-26 | $0.0016 | 0.56% |
| 1990-12-31 | $0.0016 | 0.45% |
| 1991-06-25 | $0.0016 | 0.43% |
| 1992-01-07 | $0.0024 | 0.61% |
| 1992-06-25 | $0.0024 | 0.55% |
| 1993-01-04 | $0.0024 | 0.58% |
| 1993-06-28 | $0.0024 | 0.74% |
| 1994-01-04 | $0.0024 | 0.65% |
| 1994-07-01 | $0.0024 | 0.73% |
| 1995-01-03 | $0.0024 | 0.81% |
| 1995-07-05 | $0.0026 | 0.47% |
| 1996-01-11 | $0.0029 | 0.44% |
| 1996-07-10 | $0.0032 | 0.20% |
| 1997-01-06 | $0.0035 | 0.22% |
| 1997-07-02 | $0.0035 | 0.22% |
| 1998-01-07 | $0.0037 | 0.12% |
| 1998-07-01 | $0.0039 | 0.09% |
| 1999-01-06 | $0.0039 | 0.08% |
| 1999-07-07 | $0.0041 | 0.10% |
| 2000-01-06 | $0.0039 | 0.13% |
| 2000-07-06 | $0.0043 | 0.18% |
| 2001-01-04 | $0.0043 | 0.15% |
| 2001-07-05 | $0.0043 | 0.13% |
| 2002-01-10 | $0.0048 | 0.15% |
| 2002-07-10 | $0.0048 | 0.18% |
| 2003-01-09 | $0.0048 | 0.23% |
| 2003-07-09 | $0.0048 | 0.20% |
| 2004-01-02 | $0.0052 | 0.15% |
| 2004-07-07 | $0.0052 | 0.14% |
| 2005-01-04 | $0.0052 | 0.11% |
| 2005-07-06 | $0.0052 | 0.10% |
| 2006-01-04 | $0.0084 | 0.15% |
| 2006-07-05 | $0.0084 | 0.14% |
| 2007-01-03 | $0.0084 | 0.10% |
| 2007-07-03 | $0.0084 | 0.09% |
| 2008-01-07 | $0.0105 | 0.09% |
| 2008-07-03 | $0.0105 | 0.16% |
| 2009-01-05 | $0.0126 | 0.15% |
| 2009-07-06 | $0.0126 | 0.17% |
| 2010-01-04 | $0.0126 | 0.14% |
| 2010-07-02 | $0.0157 | 0.17% |
| 2011-01-04 | $0.0157 | 0.12% |
| 2011-07-01 | $0.0197 | 0.11% |
| 2012-01-03 | $0.0197 | 0.10% |
| 2012-07-05 | $0.0246 | 0.15% |
| 2012-12-13 | $0.9011 | 5.10% |
| 2013-07-03 | $0.0287 | 0.14% |
| 2013-12-31 | $0.2099 | 0.70% |
| 2014-07-02 | $0.0307 | 0.11% |
| 2014-12-31 | $0.0358 | 0.11% |
| 2015-07-01 | $0.0358 | 0.12% |
| 2015-12-30 | $0.0410 | 0.15% |
| 2016-06-30 | $0.0410 | 0.12% |
| 2016-12-30 | $0.0461 | 0.11% |
| 2017-06-30 | $0.0512 | 0.11% |
| 2018-01-02 | $0.0563 | 0.09% |
| 2018-07-10 | $0.0600 | 0.08% |
| 2019-01-02 | $0.0700 | 0.09% |
| 2019-06-28 | $0.0700 | 0.05% |
| 2020-01-08 | $0.0800 | 0.07% |
| 2020-06-30 | $0.0800 | 0.08% |
| 2021-01-06 | $0.0800 | 0.06% |
| 2021-06-30 | $0.0900 | 0.06% |
| 2022-01-05 | $0.0900 | 0.06% |
| 2022-06-30 | $0.0900 | 0.07% |
| 2023-01-04 | $0.1000 | 0.07% |
| 2023-06-30 | $0.1000 | 0.06% |
| 2024-01-03 | $0.1000 | 0.06% |
| 2024-07-01 | $0.1100 | 0.05% |
| 2025-01-03 | $0.1100 | 0.05% |
| 2025-07-01 | $0.1200 | 0.04% |
| 2026-01-05 | $0.1200 | 0.04% |
| Total | 79 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-30 | $6.23 | $1.25 | $0.0100 | 0.0357 |
| 2022-01-05 | $6.24 | $1.25 | $0.0100 | 0.0341 |
| 2022-06-30 | $6.24 | $1.25 | $0.0100 | 0.0380 |
| 2023-01-04 | $6.94 | $1.39 | $0.01 | 0.0366 |
| 2023-06-30 | $6.94 | $1.39 | $0.01 | 0.0313 |
| 2024-01-03 | $6.94 | $1.39 | $0.01 | 0.0319 |
| 2024-07-01 | $7.64 | $1.53 | $0.01 | 0.0277 |
| 2025-01-03 | $7.64 | $1.53 | $0.01 | 0.0256 |
| 2025-07-01 | $8.34 | $1.67 | $0.01 | 0.0207 |
| 2026-01-05 | $8.34 | $1.67 | $0.01 | 0.0195 |
| Total | $71.50 | $14.30 | $0.11 | 0.3011 |
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.