HLIO vs SPY
Comparison between Helios Technologies Inc (HLIO, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed HLIO, delivering a return of +13.9% compared to +3.4%
HLIO vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
HLIO vs SPY - Historical Returns
Returns include dividend reinvestment.
HLIO vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | HLIO | SPY |
|---|---|---|
| 2026 | +51.12% | +10.15% |
| 2025 | +21.76% | +18.00% |
| 2024 | +0.71% | +25.59% |
| 2023 | -16.14% | +26.72% |
| 2022 | -46.76% | -18.64% |
| 2021 | +103.26% | +30.52% |
| 2020 | +17.08% | +17.28% |
| 2019 | +39.20% | +31.09% |
| 2018 | -48.82% | -5.24% |
| 2017 | +64.63% | +20.78% |
| 2016 | +32.34% | +13.59% |
| 2015 | -17.58% | +1.31% |
| 2014 | +0.84% | +14.56% |
| 2013 | +47.27% | +29.00% |
| 2012 | +13.00% | +14.17% |
| 2011 | -7.72% | +0.85% |
| 2010 | +40.65% | +13.14% |
| 2009 | +42.26% | +22.67% |
| 2008 | -21.05% | -36.25% |
| 2007 | +85.65% | +5.32% |
| 2006 | +6.35% | +13.85% |
| 2005 | +90.93% | +5.32% |
| 2004 | +118.43% | +10.75% |
| 2003 | +12.25% | +24.18% |
| 2002 | +6.67% | -22.42% |
| 2001 | +17.96% | -10.13% |
| 2000 | +12.67% | -8.84% |
| 1999 | -6.53% | +8.61% |
HLIO vs SPY Drawdown Comparison
The maximum drawdown for HLIO was -76.92%, occurring on Apr 21, 2025. 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 HLIO drawdown is -25.46%. The current SPY drawdown is -0.02%.
| Rank | HLIO | SPY |
|---|---|---|
| #1 | -76.92% Nov 18, 2021 - Apr 21, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -74.60% Jul 30, 2008 - Mar 8, 2011 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -56.83% Jan 25, 2018 - Mar 2, 2021 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -49.30% Jul 19, 2007 - May 12, 2008 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -47.62% Aug 2, 2005 - Apr 27, 2007 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -44.28% May 10, 2011 - Mar 13, 2013 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -42.37% Mar 24, 2000 - Aug 6, 2003 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -41.93% Mar 7, 2014 - May 9, 2017 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -38.68% Jul 1, 2004 - Mar 1, 2005 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -31.89% Apr 6, 2005 - May 27, 2005 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -30.59% Aug 8, 2003 - Mar 8, 2004 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -25.00% Nov 10, 1999 - Mar 14, 2000 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -22.16% Jun 2, 2008 - Jul 30, 2008 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -18.96% Nov 27, 2013 - Mar 5, 2014 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -16.28% Mar 11, 2004 - May 4, 2004 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between HLIO and SPY is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
HLIO vs SPY dividend yield comparison.
| Year | HLIO | SPY |
|---|---|---|
| 2026 | 0.25% | 0.24% |
| 2025 | 0.67% | 1.07% |
| 2024 | 0.81% | 1.21% |
| 2023 | 0.79% | 1.40% |
| 2022 | 0.66% | 1.65% |
| 2021 | 0.34% | 1.20% |
| 2020 | 0.68% | 1.52% |
| 2019 | 0.78% | 1.75% |
| 2018 | 1.08% | 2.04% |
| 2017 | 0.45% | 1.80% |
| 2016 | 1.00% | 2.03% |
| 2015 | 1.42% | 2.06% |
| 2014 | 3.68% | 1.87% |
| 2013 | 1.10% | 1.81% |
| 2012 | 5.33% | 2.18% |
| 2011 | 1.59% | 2.05% |
| 2010 | 2.27% | 1.80% |
| 2009 | 1.71% | 1.95% |
| 2008 | 2.39% | 3.02% |
| 2007 | 1.22% | 1.85% |
| 2006 | 1.95% | 1.73% |
| 2005 | 1.46% | 1.73% |
| 2004 | 1.35% | 1.82% |
| 2003 | 29.84% | 1.47% |
| 2002 | 2.01% | 1.70% |
| 2001 | 2.10% | 1.25% |
| 2000 | 2.42% | 1.15% |
| 1999 | 0.62% | 0.24% |
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