Helios Technologies, Inc. (HLIO) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$11,868
Total Return
18.68%
CAGR
3.49%
Dividends
$251.30
Yield on Cost
2.51%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.84% |
| Median | +0.26% |
| Best | +56.12% |
| Worst | -30.76% |
| % of Windows Positive | 51.0% |
1-Year (252 Trading Days)
| Average | -2.21% |
| Median | -14.46% |
| Best | +196.76% |
| Worst | -51.05% |
| % of Windows Positive | 32.8% |
3-Year (756 Trading Days)
| Average | -25.06% |
| Median | -40.72% |
| Best | +68.91% |
| Worst | -66.92% |
| % of Windows Positive | 29.7% |
Risk Metrics
| Maximum Drawdown | -77.04% |
| Average Drawdown | -46.02% |
| Drawdown Duration | 1136 Trading Days (Unrecovered) |
| Sortino Ratio | 0.44 |
| Calmar Ratio | 0.05 |
| CVaR (5%) | -5.55% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +59.45% (+202.41% ann.) | +$5945.32 | $39.29 | $7.86 | $0.06 |
| 2025 | +20.76% | +$2076.19 | $80.89 | $16.18 | $0.13 |
| 2024 | -0.94% | $93.53 | $79.58 | $15.92 | $0.13 |
| 2023 | -16.29% | $1628.91 | $66.25 | $13.25 | $0.11 |
| 2022 | -48.02% | $4802.39 | $34.27 | $6.85 | $0.05 |
| 2021 | +98.17% | +$9817.48 | $67.67 | $13.53 | $0.11 |
| 2020 | +16.15% | +$1614.97 | $78.08 | $15.62 | $0.12 |
| 2019 | +40.29% | +$4028.67 | $108.77 | $21.75 | $0.17 |
| 2018 | -48.42% | $4842.03 | $55.76 | $11.15 | $0.09 |
| 2017 | +62.72% | +$6272.37 | $72.71 | $14.54 | $0.12 |
| 2016 | +27.19% | +$2719.23 | $126.56 | $25.31 | $0.20 |
| 2015 | -18.59% | $1858.96 | $114.71 | $22.94 | $0.18 |
| 2014 | -0.60% | $60.42 | $357.70 | $71.54 | $0.57 |
| 2013 | +58.20% | +$5819.96 | $173.31 | $34.66 | $0.28 |
| 2012 | +12.98% | +$1298.45 | $206.06 | $41.21 | $0.33 |
| 2011 | -5.86% | $585.61 | $160.80 | $32.16 | $0.26 |
| 2010 | +47.27% | +$4726.86 | $330.16 | $66.03 | $0.53 |
| 2009 | +42.27% | +$4226.67 | $241.24 | $48.25 | $0.39 |
| 2008 | -24.33% | $2433.38 | $179.15 | $35.83 | $0.29 |
| 2007 | +86.36% | +$8635.69 | $225.18 | $45.03 | $0.36 |
| 2006 | +7.79% | +$778.90 | $208.17 | $41.63 | $0.33 |
| 2005 | +83.50% | +$8350.29 | $267.14 | $53.42 | $0.43 |
| 2004 | +123.44% | +$12343.53 | $298.56 | $59.72 | $0.48 |
| 2003 | +7.39% | +$738.93 | $2739.05 | $547.81 | $4.38 |
| 2002 | +6.24% | +$624.16 | $210.40 | $42.07 | $0.35 |
| 2001 | +17.45% | +$1744.82 | $243.08 | $48.61 | $0.42 |
| 2000 | +3.57% | +$357.18 | $247.52 | $49.50 | $0.37 |
| 1999 | -20.41% | $2040.57 | $193.72 | $38.73 | $0.29 |
| 1998 | -29.93% | $2992.71 | $133.82 | $26.75 | $0.21 |
| 1997 partial | +16.77% (+17.24% ann.) | +$1676.56 | $135.43 | $27.09 | $0.20 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania partial | January 9, 1997 – March 10, 2000 | -24.86% | -8.63% | $2485.59 | $450.18 | $90.02 | $0.68 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +12.03% | +4.51% | +$1202.82 | $593.79 | $118.75 | $0.96 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +1114.51% | +64.83% | +$111451.07 | $5375.19 | $1075.02 | $8.60 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -69.60% | -56.95% | $6960.13 | $153.46 | $30.69 | $0.25 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +191.02% | +37.22% | +$19101.85 | $2039.35 | $407.87 | $3.27 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +108.87% | +10.22% | +$10887.11 | $1864.43 | $372.89 | $2.98 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -11.35% | -74.73% | $1135.22 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +11.29% | +18.79% | +$1129.34 | $67.64 | $13.53 | $0.11 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +116.87% | +108.42% | +$11686.54 | $75.67 | $15.13 | $0.12 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -48.89% | -50.97% | $4888.93 | $35.93 | $7.19 | $0.06 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -20.77% | -11.80% | $2076.57 | $116.21 | $23.24 | $0.19 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +98.45% | +49.45% | +$9844.90 | $153.01 | $30.60 | $0.25 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1997-03-26 | $0.0104 | 0.34% |
| 1997-07-01 | $0.0104 | 0.30% |
| 1997-09-29 | $0.0104 | 0.28% |
| 1997-12-29 | $0.0104 | 0.29% |
| 1998-03-27 | $0.0119 | 0.30% |
| 1998-06-26 | $0.0119 | 0.25% |
| 1998-09-28 | $0.0119 | 0.38% |
| 1998-12-29 | $0.0119 | 0.47% |
| 1999-03-29 | $0.0119 | 0.56% |
| 1999-06-28 | $0.0119 | 0.45% |
| 1999-09-28 | $0.0119 | 0.52% |
| 1999-12-29 | $0.0119 | 0.67% |
| 2000-03-29 | $0.0119 | 0.44% |
| 2000-06-28 | $0.0119 | 0.46% |
| 2000-09-27 | $0.0119 | 0.50% |
| 2000-12-27 | $0.0119 | 0.62% |
| 2001-03-28 | $0.0119 | 0.56% |
| 2001-06-27 | $0.0119 | 0.50% |
| 2001-09-26 | $0.0119 | 0.53% |
| 2001-12-27 | $0.0119 | 0.52% |
| 2002-03-26 | $0.0119 | 0.49% |
| 2002-06-26 | $0.0119 | 0.50% |
| 2002-09-26 | $0.0119 | 0.49% |
| 2002-12-27 | $0.0119 | 0.49% |
| 2003-03-27 | $0.0119 | 0.49% |
| 2003-06-26 | $0.0119 | 0.50% |
| 2003-08-07 | $0.5926 | 18.60% |
| 2003-09-26 | $0.0119 | 0.57% |
| 2003-12-29 | $0.0119 | 0.56% |
| 2004-03-29 | $0.0119 | 0.43% |
| 2004-06-28 | $0.0148 | 0.28% |
| 2004-09-28 | $0.0148 | 0.41% |
| 2004-12-29 | $0.0222 | 0.48% |
| 2005-03-29 | $0.0222 | 0.27% |
| 2005-06-28 | $0.0148 | 0.14% |
| 2005-09-28 | $0.0444 | 0.42% |
| 2005-12-28 | $0.0444 | 0.49% |
| 2006-03-29 | $0.0444 | 0.48% |
| 2006-06-28 | $0.0444 | 0.53% |
| 2006-09-27 | $0.0444 | 0.52% |
| 2006-12-27 | $0.0444 | 0.49% |
| 2007-03-28 | $0.0444 | 0.37% |
| 2007-06-27 | $0.0400 | 0.19% |
| 2007-09-26 | $0.0600 | 0.33% |
| 2007-12-27 | $0.0600 | 0.33% |
| 2008-03-27 | $0.0600 | 0.30% |
| 2008-05-13 | $0.0600 | 0.23% |
| 2008-06-26 | $0.0600 | 0.24% |
| 2008-09-26 | $0.0600 | 0.34% |
| 2008-12-29 | $0.0600 | 0.50% |
| 2009-03-11 | $0.0600 | 0.75% |
| 2009-03-27 | $0.0600 | 0.56% |
| 2009-06-26 | $0.0600 | 0.55% |
| 2009-09-28 | $0.0600 | 0.42% |
| 2009-12-29 | $0.0600 | 0.33% |
| 2010-03-29 | $0.0600 | 0.34% |
| 2010-06-28 | $0.0600 | 0.36% |
| 2010-09-28 | $0.0600 | 0.32% |
| 2010-11-10 | $0.3333 | 1.56% |
| 2010-12-29 | $0.0600 | 0.23% |
| 2011-03-11 | $0.0733 | 0.27% |
| 2011-03-29 | $0.0600 | 0.22% |
| 2011-06-28 | $0.0900 | 0.29% |
| 2011-09-28 | $0.0900 | 0.37% |
| 2011-12-28 | $0.0900 | 0.37% |
| 2012-03-20 | $0.1200 | 0.42% |
| 2012-03-28 | $0.0900 | 0.33% |
| 2012-06-27 | $0.0900 | 0.41% |
| 2012-09-26 | $0.0900 | 0.34% |
| 2012-12-12 | $0.0900 | 0.33% |
| 2013-03-13 | $0.0900 | 0.28% |
| 2013-03-26 | $0.0900 | 0.28% |
| 2013-06-26 | $0.0900 | 0.29% |
| 2013-09-26 | $0.0900 | 0.25% |
| 2013-12-27 | $0.0900 | 0.22% |
| 2014-03-12 | $0.0900 | 0.21% |
| 2014-03-27 | $0.0900 | 0.21% |
| 2014-06-26 | $0.0900 | 0.22% |
| 2014-09-30 | $0.0900 | 0.24% |
| 2014-10-08 | $1.0000 | 2.73% |
| 2014-12-29 | $0.0900 | 0.23% |
| 2015-03-11 | $0.0900 | 0.24% |
| 2015-03-27 | $0.0900 | 0.22% |
| 2015-06-26 | $0.0900 | 0.24% |
| 2015-09-28 | $0.0900 | 0.33% |
| 2015-12-29 | $0.0900 | 0.28% |
| 2016-03-11 | $0.0400 | 0.12% |
| 2016-03-29 | $0.0900 | 0.27% |
| 2016-06-28 | $0.0900 | 0.32% |
| 2016-09-28 | $0.0900 | 0.29% |
| 2016-12-28 | $0.0900 | 0.22% |
| 2017-03-13 | $0.0200 | 0.06% |
| 2017-03-29 | $0.0900 | 0.25% |
| 2017-06-28 | $0.0900 | 0.21% |
| 2017-10-04 | $0.0900 | 0.16% |
| 2018-01-04 | $0.0900 | 0.14% |
| 2018-04-04 | $0.0900 | 0.17% |
| 2018-07-03 | $0.0900 | 0.19% |
| 2018-10-04 | $0.0900 | 0.17% |
| 2019-01-03 | $0.0900 | 0.27% |
| 2019-04-04 | $0.0900 | 0.18% |
| 2019-07-03 | $0.0900 | 0.20% |
| 2019-10-03 | $0.0900 | 0.24% |
| 2020-01-02 | $0.0900 | 0.19% |
| 2020-04-02 | $0.0900 | 0.26% |
| 2020-07-01 | $0.0900 | 0.24% |
| 2020-10-02 | $0.0900 | 0.24% |
| 2021-01-04 | $0.0900 | 0.17% |
| 2021-04-01 | $0.0900 | 0.12% |
| 2021-07-01 | $0.0900 | 0.12% |
| 2021-10-04 | $0.0900 | 0.11% |
| 2022-01-04 | $0.0900 | 0.09% |
| 2022-04-04 | $0.0900 | 0.11% |
| 2022-07-01 | $0.0900 | 0.14% |
| 2022-10-04 | $0.0900 | 0.17% |
| 2023-01-04 | $0.0900 | 0.17% |
| 2023-04-04 | $0.0900 | 0.14% |
| 2023-07-03 | $0.0900 | 0.14% |
| 2023-10-04 | $0.0900 | 0.17% |
| 2024-01-03 | $0.0900 | 0.20% |
| 2024-04-03 | $0.0900 | 0.21% |
| 2024-07-05 | $0.0900 | 0.19% |
| 2024-10-04 | $0.0900 | 0.19% |
| 2025-01-03 | $0.0900 | 0.20% |
| 2025-04-04 | $0.0900 | 0.32% |
| 2025-07-07 | $0.0900 | 0.25% |
| 2025-10-07 | $0.0900 | 0.17% |
| 2026-01-07 | $0.0900 | 0.15% |
| 2026-04-13 | $0.1200 | 0.17% |
| Total | 129 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 |
|---|---|---|---|---|
| 2021-07-01 | $12.22 | $2.44 | $0.02 | 0.1247 |
| 2021-10-04 | $12.23 | $2.45 | $0.02 | 0.1175 |
| 2022-01-04 | $12.24 | $2.45 | $0.02 | 0.0963 |
| 2022-04-04 | $12.25 | $2.45 | $0.02 | 0.1268 |
| 2022-07-01 | $12.26 | $2.45 | $0.02 | 0.1510 |
| 2022-10-04 | $12.27 | $2.45 | $0.02 | 0.1835 |
| 2023-01-04 | $12.29 | $2.46 | $0.02 | 0.1764 |
| 2023-04-04 | $12.30 | $2.46 | $0.02 | 0.1590 |
| 2023-07-03 | $12.32 | $2.46 | $0.02 | 0.1512 |
| 2023-10-04 | $12.33 | $2.47 | $0.02 | 0.1823 |
| 2024-01-03 | $12.35 | $2.47 | $0.02 | 0.2310 |
| 2024-04-03 | $12.37 | $2.47 | $0.02 | 0.2281 |
| 2024-07-05 | $12.39 | $2.48 | $0.02 | 0.2125 |
| 2024-10-04 | $12.41 | $2.48 | $0.02 | 0.2069 |
| 2025-01-03 | $12.43 | $2.49 | $0.02 | 0.2236 |
| 2025-04-04 | $12.45 | $2.49 | $0.02 | 0.3760 |
| 2025-07-07 | $12.48 | $2.50 | $0.02 | 0.2820 |
| 2025-10-07 | $12.51 | $2.50 | $0.02 | 0.1977 |
| 2026-01-07 | $12.52 | $2.50 | $0.02 | 0.1750 |
| 2026-04-13 | $16.72 | $3.34 | $0.03 | 0.1873 |
| Total | $251.30 | $50.26 | $0.40 | 3.7887 |
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.