Houlihan Lokey, Inc. (HLI) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$25,901
Total Return
159.01%
CAGR
20.97%
Dividends
$1,689.79
Yield on Cost
16.90%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.73% |
| Median | +2.01% |
| Best | +26.78% |
| Worst | -18.71% |
| % of Windows Positive | 59.5% |
1-Year (252 Trading Days)
| Average | +22.04% |
| Median | +25.81% |
| Best | +88.73% |
| Worst | -22.31% |
| % of Windows Positive | 75.3% |
3-Year (756 Trading Days)
| Average | +97.54% |
| Median | +86.01% |
| Best | +187.87% |
| Worst | +52.82% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -36.69% |
| Average Drawdown | -11.81% |
| Drawdown Duration | 480 Trading Days |
| Sortino Ratio | 1.20 |
| Calmar Ratio | 0.57 |
| CVaR (5%) | -3.80% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -8.41% (-26.55% ann.) | $841.28 | $34.45 | $6.89 | $0.06 |
| 2025 | +1.38% | +$137.63 | $137.03 | $27.40 | $0.22 |
| 2024 | +46.61% | +$4660.79 | $189.43 | $37.89 | $0.30 |
| 2023 | +40.03% | +$4002.61 | $251.86 | $50.37 | $0.40 |
| 2022 | -14.26% | $1426.04 | $196.46 | $39.29 | $0.31 |
| 2021 | +56.41% | +$5640.86 | $242.57 | $48.51 | $0.39 |
| 2020 | +39.96% | +$3995.70 | $263.71 | $52.75 | $0.42 |
| 2019 | +35.59% | +$3559.36 | $328.66 | $65.73 | $0.53 |
| 2018 | -17.56% | $1755.87 | $223.76 | $44.75 | $0.35 |
| 2017 | +48.60% | +$4859.95 | $258.93 | $51.78 | $0.42 |
| 2016 | +21.18% | +$2117.86 | $253.81 | $50.76 | $0.40 |
| 2015 partial | +17.58% (+52.58% ann.) | +$1757.88 | $66.96 | $13.39 | $0.11 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | August 13, 2015 – February 19, 2020 | +180.51% | +25.63% | +$18050.64 | $1781.74 | $356.32 | $2.85 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -16.04% | -86.41% | $1604.17 | $53.68 | $10.74 | $0.09 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +36.19% | +64.38% | +$3619.12 | $135.60 | $27.12 | $0.22 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +80.81% | +75.40% | +$8080.74 | $242.63 | $48.52 | $0.39 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -13.95% | -14.75% | $1395.09 | $177.93 | $35.58 | $0.28 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +71.43% | +33.75% | +$7142.94 | $465.81 | $93.16 | $0.74 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +4.43% | +2.80% | +$442.68 | $230.22 | $46.04 | $0.37 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2015-12-02 | $0.1500 | 0.61% |
| 2016-03-02 | $0.1500 | 0.59% |
| 2016-06-01 | $0.1700 | 0.70% |
| 2016-08-31 | $0.1700 | 0.68% |
| 2016-12-01 | $0.1700 | 0.60% |
| 2017-03-01 | $0.2000 | 0.64% |
| 2017-05-31 | $0.2000 | 0.60% |
| 2017-08-30 | $0.2000 | 0.56% |
| 2017-12-01 | $0.2000 | 0.45% |
| 2018-03-01 | $0.2000 | 0.43% |
| 2018-06-01 | $0.2700 | 0.55% |
| 2018-08-30 | $0.2700 | 0.57% |
| 2018-11-30 | $0.2700 | 0.64% |
| 2019-03-01 | $0.2700 | 0.59% |
| 2019-05-31 | $0.3100 | 0.67% |
| 2019-09-04 | $0.3100 | 0.70% |
| 2019-12-04 | $0.3100 | 0.65% |
| 2020-03-04 | $0.3100 | 0.59% |
| 2020-06-04 | $0.3100 | 0.52% |
| 2020-09-01 | $0.3300 | 0.56% |
| 2020-12-01 | $0.3300 | 0.51% |
| 2021-03-01 | $0.3300 | 0.52% |
| 2021-06-01 | $0.4300 | 0.57% |
| 2021-09-01 | $0.4300 | 0.48% |
| 2021-12-01 | $0.4300 | 0.40% |
| 2022-03-01 | $0.4300 | 0.42% |
| 2022-06-01 | $0.5300 | 0.62% |
| 2022-09-01 | $0.5300 | 0.68% |
| 2022-12-01 | $0.5300 | 0.54% |
| 2023-03-01 | $0.5300 | 0.55% |
| 2023-06-01 | $0.5500 | 0.63% |
| 2023-08-31 | $0.5500 | 0.52% |
| 2023-11-30 | $0.5500 | 0.52% |
| 2024-02-29 | $0.5500 | 0.43% |
| 2024-06-03 | $0.5700 | 0.42% |
| 2024-09-03 | $0.5700 | 0.36% |
| 2024-12-02 | $0.5700 | 0.30% |
| 2025-03-03 | $0.5700 | 0.33% |
| 2025-06-02 | $0.6000 | 0.34% |
| 2025-09-02 | $0.6000 | 0.30% |
| 2025-12-01 | $0.6000 | 0.34% |
| 2026-03-02 | $0.6000 | 0.37% |
| Total | 42 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 |
|---|---|---|---|---|
| 2021-06-01 | $65.07 | $13.01 | $0.10 | 0.6950 |
| 2021-09-01 | $65.37 | $13.07 | $0.10 | 0.5775 |
| 2021-12-01 | $65.62 | $13.12 | $0.10 | 0.4957 |
| 2022-03-01 | $65.83 | $13.17 | $0.10 | 0.5269 |
| 2022-06-01 | $81.42 | $16.28 | $0.13 | 0.7761 |
| 2022-09-01 | $81.83 | $16.37 | $0.13 | 0.8403 |
| 2022-12-01 | $82.28 | $16.45 | $0.13 | 0.6629 |
| 2023-03-01 | $82.63 | $16.53 | $0.13 | 0.6930 |
| 2023-06-01 | $86.13 | $17.23 | $0.14 | 0.7849 |
| 2023-08-31 | $86.56 | $17.31 | $0.14 | 0.6561 |
| 2023-11-30 | $86.92 | $17.38 | $0.14 | 0.6442 |
| 2024-02-29 | $87.28 | $17.45 | $0.14 | 0.5416 |
| 2024-06-03 | $90.76 | $18.15 | $0.14 | 0.5414 |
| 2024-09-03 | $91.07 | $18.21 | $0.15 | 0.4801 |
| 2024-12-02 | $91.34 | $18.27 | $0.15 | 0.3900 |
| 2025-03-03 | $91.56 | $18.31 | $0.15 | 0.4322 |
| 2025-06-02 | $96.64 | $19.33 | $0.16 | 0.4424 |
| 2025-09-02 | $96.91 | $19.38 | $0.16 | 0.3943 |
| 2025-12-01 | $97.14 | $19.43 | $0.16 | 0.4465 |
| 2026-03-02 | $97.41 | $19.48 | $0.16 | 0.4753 |
| Total | $1689.79 | $337.95 | $2.70 | 11.4966 |
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.