Heritage Global Inc. (HGBL) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
Loading chart…
Investment Performance
Final Value
$4,559
Total Return
-54.41%
CAGR
-14.54%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.45% |
| Median | -1.60% |
| Best | +59.87% |
| Worst | -34.98% |
| % of Windows Positive | 44.0% |
1-Year (252 Trading Days)
| Average | +10.10% |
| Median | -13.89% |
| Best | +230.25% |
| Worst | -57.04% |
| % of Windows Positive | 37.1% |
3-Year (756 Trading Days)
| Average | +0.66% |
| Median | -1.24% |
| Best | +114.56% |
| Worst | -67.45% |
| % of Windows Positive | 48.8% |
Risk Metrics
| Maximum Drawdown | -70.97% |
| Average Drawdown | -39.95% |
| Drawdown Duration | 723 Trading Days (Unrecovered) |
| Sortino Ratio | -0.10 |
| Calmar Ratio | -0.20 |
| CVaR (5%) | -6.83% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +0.00% (+0.00% ann.) | +$0.00 | $0.00 | $0.00 | $0.00 |
| 2025 | -32.97% | $3297.30 | $0.00 | $0.00 | $0.00 |
| 2024 | -33.45% | $3345.32 | $0.00 | $0.00 | $0.00 |
| 2023 | +18.30% | +$1829.79 | $0.00 | $0.00 | $0.00 |
| 2022 | +25.67% | +$2566.84 | $0.00 | $0.00 | $0.00 |
| 2021 | -29.70% | $2969.92 | $0.00 | $0.00 | $0.00 |
| 2020 | +171.43% | +$17142.86 | $0.00 | $0.00 | $0.00 |
| 2019 | +117.78% | +$11777.78 | $0.00 | $0.00 | $0.00 |
| 2018 | +21.62% | +$2162.16 | $0.00 | $0.00 | $0.00 |
| 2017 | -21.28% | $2127.66 | $0.00 | $0.00 | $0.00 |
| 2016 | +104.35% | +$10434.78 | $0.00 | $0.00 | $0.00 |
| 2015 | -28.12% | $2812.50 | $0.00 | $0.00 | $0.00 |
| 2014 | -54.93% | $5492.96 | $0.00 | $0.00 | $0.00 |
| 2013 | -35.45% | $3545.46 | $0.00 | $0.00 | $0.00 |
| 2012 | -38.89% | $3888.89 | $0.00 | $0.00 | $0.00 |
| 2011 partial | +1900.00% (+2890.75% ann.) | +$189999.99 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Policy-led rebound / euro-sovereign-crisis overlay partial | February 11, 2011 – July 25, 2012 | +1677.78% | +626.70% | +$167777.77 | $0.00 | $0.00 | $0.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | -38.75% | -6.27% | $3875.00 | $0.00 | $0.00 | $0.00 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -31.00% | -98.55% | $3100.00 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +176.56% | +413.88% | +$17656.25 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | -7.78% | -7.39% | $777.78 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +32.45% | +34.77% | +$3245.03 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -20.57% | -11.69% | $2057.42 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -25.30% | -15.72% | $2530.12 | $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.