HELE vs SPY
Comparison between Helen of Troy Ltd (HELE, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed HELE, delivering a return of +13.3% compared to -34.8%
HELE vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
HELE vs SPY - Historical Returns
Returns include dividend reinvestment.
HELE vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | HELE | SPY |
|---|---|---|
| 2026 | +18.10% | +8.26% |
| 2025 | -64.30% | +18.00% |
| 2024 | -50.99% | +25.59% |
| 2023 | +9.05% | +26.72% |
| 2022 | -54.68% | -18.64% |
| 2021 | +11.02% | +30.52% |
| 2020 | +21.20% | +17.28% |
| 2019 | +37.99% | +31.09% |
| 2018 | +36.72% | -5.24% |
| 2017 | +12.36% | +20.78% |
| 2016 | -6.11% | +13.59% |
| 2015 | +45.47% | +1.31% |
| 2014 | +33.92% | +14.56% |
| 2013 | +45.15% | +29.00% |
| 2012 | +5.86% | +14.17% |
| 2011 | +0.10% | +0.85% |
| 2010 | +23.40% | +13.14% |
| 2009 | +38.27% | +22.67% |
| 2008 | +5.53% | -36.25% |
| 2007 | -31.77% | +5.32% |
| 2006 | +49.57% | +13.85% |
| 2005 | -51.37% | +5.32% |
| 2004 | +45.81% | +10.75% |
| 2003 | +94.45% | +24.18% |
| 2002 | -5.98% | -22.42% |
| 2001 | +134.99% | -10.13% |
| 2000 | -32.76% | -8.84% |
| 1999 | -20.00% | +8.61% |
HELE vs SPY Drawdown Comparison
The maximum drawdown for HELE was -94.72%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current HELE drawdown is -90.74%. The current SPY drawdown is -2.90%.
| Rank | HELE | SPY |
|---|---|---|
| #1 | -94.72% Jan 27, 2021 - Mar 27, 2026 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -76.82% Jul 2, 2004 - Feb 12, 2013 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -61.08% Nov 26, 1999 - Jul 12, 2001 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -45.07% Feb 11, 2020 - Jul 9, 2020 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -43.39% Jul 23, 2001 - Jan 8, 2002 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -42.94% Jan 15, 2002 - May 13, 2003 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -25.99% Jun 8, 2016 - Jul 9, 2018 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -25.43% Mar 18, 2014 - Jan 9, 2015 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -24.87% Sep 4, 2003 - Jan 13, 2004 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -24.59% Dec 3, 2018 - Jul 10, 2019 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -20.53% Dec 4, 2015 - Mar 29, 2016 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -17.30% Jun 25, 2015 - Oct 9, 2015 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -15.70% May 4, 2004 - Jun 30, 2004 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -12.61% Aug 24, 2020 - Dec 8, 2020 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -11.75% Mar 1, 2004 - Apr 6, 2004 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between HELE and SPY is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
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