Helen of Troy Limited (HELE) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$791
Total Return
-92.09%
CAGR
-39.80%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | -3.49% |
| Median | -2.99% |
| Best | +38.97% |
| Worst | -47.92% |
| % of Windows Positive | 39.4% |
1-Year (252 Trading Days)
| Average | -37.87% |
| Median | -49.02% |
| Best | +30.81% |
| Worst | -75.57% |
| % of Windows Positive | 20.0% |
3-Year (756 Trading Days)
| Average | -75.80% |
| Median | -77.78% |
| Best | -49.49% |
| Worst | -88.50% |
| % of Windows Positive | 0.0% |
Risk Metrics
| Maximum Drawdown | -94.55% |
| Average Drawdown | -55.55% |
| Drawdown Duration | 1089 Trading Days (Unrecovered) |
| Sortino Ratio | -1.01 |
| Calmar Ratio | -0.42 |
| CVaR (5%) | -7.57% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -18.40% (-51.04% ann.) | $1840.00 | $0.00 | $0.00 | $0.00 |
| 2025 | -64.48% | $6448.27 | $0.00 | $0.00 | $0.00 |
| 2024 | -50.48% | $5047.60 | $0.00 | $0.00 | $0.00 |
| 2023 | +8.93% | +$892.62 | $0.00 | $0.00 | $0.00 |
| 2022 | -54.63% | $5463.25 | $0.00 | $0.00 | $0.00 |
| 2021 | +10.03% | +$1002.75 | $0.00 | $0.00 | $0.00 |
| 2020 | +23.58% | +$2358.31 | $0.00 | $0.00 | $0.00 |
| 2019 | +37.06% | +$3705.60 | $0.00 | $0.00 | $0.00 |
| 2018 | +36.15% | +$3614.94 | $0.00 | $0.00 | $0.00 |
| 2017 | +14.09% | +$1409.12 | $0.00 | $0.00 | $0.00 |
| 2016 | -10.40% | $1039.79 | $0.00 | $0.00 | $0.00 |
| 2015 | +44.87% | +$4486.63 | $0.00 | $0.00 | $0.00 |
| 2014 | +31.75% | +$3175.37 | $0.00 | $0.00 | $0.00 |
| 2013 | +47.76% | +$4775.58 | $0.00 | $0.00 | $0.00 |
| 2012 | +8.86% | +$885.99 | $0.00 | $0.00 | $0.00 |
| 2011 | +3.23% | +$322.80 | $0.00 | $0.00 | $0.00 |
| 2010 | +21.59% | +$2158.63 | $0.00 | $0.00 | $0.00 |
| 2009 | +40.90% | +$4089.86 | $0.00 | $0.00 | $0.00 |
| 2008 | +1.28% | +$128.36 | $0.00 | $0.00 | $0.00 |
| 2007 | -29.35% | $2934.87 | $0.00 | $0.00 | $0.00 |
| 2006 | +50.59% | +$5058.97 | $0.00 | $0.00 | $0.00 |
| 2005 | -52.07% | $5206.78 | $0.00 | $0.00 | $0.00 |
| 2004 | +45.25% | +$4524.63 | $0.00 | $0.00 | $0.00 |
| 2003 | +98.80% | +$9879.72 | $0.00 | $0.00 | $0.00 |
| 2002 | -6.20% | $620.47 | $0.00 | $0.00 | $0.00 |
| 2001 | +154.56% | +$15456.41 | $0.00 | $0.00 | $0.00 |
| 2000 | -32.76% | $3275.86 | $0.00 | $0.00 | $0.00 |
| 1999 | -50.64% | $5063.83 | $0.00 | $0.00 | $0.00 |
| 1998 | -8.91% | $891.47 | $0.00 | $0.00 | $0.00 |
| 1997 | +46.59% | +$4659.09 | $0.00 | $0.00 | $0.00 |
| 1996 | +109.52% | +$10952.38 | $0.00 | $0.00 | $0.00 |
| 1995 | +23.53% | +$2352.94 | $0.00 | $0.00 | $0.00 |
| 1994 | +9.68% | +$967.74 | $0.00 | $0.00 | $0.00 |
| 1993 | -11.43% | $1142.86 | $0.00 | $0.00 | $0.00 |
| 1992 | +56.72% | +$5671.64 | $0.00 | $0.00 | $0.00 |
| 1991 | +94.20% | +$9420.29 | $0.00 | $0.00 | $0.00 |
| 1990 | -56.60% | $5660.38 | $0.00 | $0.00 | $0.00 |
| 1989 | +27.20% | +$2720.00 | $0.00 | $0.00 | $0.00 |
| 1988 | +127.27% | +$12727.28 | $0.00 | $0.00 | $0.00 |
| 1987 | -14.06% | $1406.25 | $0.00 | $0.00 | $0.00 |
| 1986 | +128.57% | +$12857.15 | $0.00 | $0.00 | $0.00 |
| 1985 | -49.09% | $4909.09 | $0.00 | $0.00 | $0.00 |
| 1984 | -31.25% | $3125.00 | $0.00 | $0.00 | $0.00 |
| 1983 | +95.12% | +$9512.20 | $0.00 | $0.00 | $0.00 |
| 1982 | +105.00% | +$10499.99 | $0.00 | $0.00 | $0.00 |
| 1981 | +11.11% | +$1111.12 | $0.00 | $0.00 | $0.00 |
| 1980 | +38.46% | +$3846.17 | $0.00 | $0.00 | $0.00 |
| 1979 | +333.33% | +$33333.33 | $0.00 | $0.00 | $0.00 |
| 1978 | -25.00% | $2499.97 | $0.00 | $0.00 | $0.00 |
| 1977 | -63.64% | $6363.66 | $0.00 | $0.00 | $0.00 |
| 1976 partial | -29.03% (-50.92% ann.) | $2903.22 | $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 | +32.35% | +6.30% | +$3235.29 | $0.00 | $0.00 | $0.00 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +53.89% | +18.23% | +$5389.09 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +97.00% | +14.53% | +$9700.00 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -55.71% | -43.81% | $5571.06 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +192.88% | +37.48% | +$19287.78 | $0.00 | $0.00 | $0.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +526.01% | +27.43% | +$52600.58 | $0.00 | $0.00 | $0.00 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -41.83% | -99.79% | $4182.88 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +59.23% | +111.38% | +$5922.83 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +31.32% | +29.50% | +$3132.00 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -64.95% | -67.15% | $6494.80 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -37.65% | -22.50% | $3765.14 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | -70.72% | -54.30% | $7072.43 | $0.00 | $0.00 | $0.00 |
Dividend History
| Date | Per Share | Yield % |
|---|---|---|
| Total | 0 payments |
No dividends recorded.
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.