HLIO vs TY-P

Comparison between Helios Technologies Inc (HLIO, Company) and Tri-Continental Corp (TY-P, Company).

5-Year PerformanceHLIO has outperformed TY-P, delivering a return of +0.6% compared to -0.9%

HLIO vs TY-P - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HLIO(COMPANY)	TY-P(COMPANY)
Market Cap	$2.48B	$2.48B
Max Drawdown	77.48%	30.32%
Sharpe Ratio	1.73	-0.15
5Y Beta	1.39	-0.05
Industry	Specialty Industrial Machinery	Other
P/E Ratio	40.81	N/A
Forward P/E	11.74	N/A
PEG Ratio	0.63	0.00
Dividend Yield	0.50%	3.41%
5Y Dividends CAGR	3.13%	0.00%
5Y EPS CAGR	1.82%	N/A
Debt to Equity	26.14%	N/A
Free Cash Flow Yield	4.30%	N/A
P/S Ratio	2.84	N/A
P/B Ratio	2.73	N/A

Market Cap

Winner

HLIO

$2.48B

TY-P

$2.48B

Max Drawdown

HLIO

77.48%

Winner

TY-P

30.32%

Sharpe Ratio

Winner

HLIO

1.73

TY-P

-0.15

5Y Beta

HLIO

1.39

Winner

TY-P

-0.05

Industry

HLIO

Specialty Industrial Machinery

TY-P

Other

P/E Ratio

HLIO

40.81

TY-P

N/A

Forward P/E

HLIO

11.74

TY-P

N/A

PEG Ratio

HLIO

0.63

Winner

TY-P

0.00

Dividend Yield

HLIO

0.50%

Winner

TY-P

3.41%

5Y Dividends CAGR

Winner

HLIO

3.13%

TY-P

0.00%

5Y EPS CAGR

HLIO

1.82%

TY-P

N/A

Debt to Equity

HLIO

26.14%

TY-P

N/A

Free Cash Flow Yield

HLIO

4.30%

TY-P

N/A

P/S Ratio

HLIO

2.84

TY-P

N/A

P/B Ratio

HLIO

2.73

TY-P

N/A

HLIO vs TY-P - Historical Returns

Returns include dividend reinvestment.

Period	HLIO	TY-P
1 month	-2.50%	-2.31%
3 months	+22.66%	-4.08%
6 months	+15.66%	-2.31%
1 year	+119.93%	-0.10%
5 years(CAGR)	+0.60%	-0.91%
10 years(CAGR)	+11.38%	+2.69%
Max(CAGR)	+17.35%	+3.56%

HLIO

-2.50%

Winner

TY-P

-2.31%

Winner

HLIO

+22.66%

TY-P

-4.08%

Winner

HLIO

+15.66%

TY-P

-2.31%

Winner

HLIO

+119.93%

TY-P

-0.10%

5Y(CAGR)

Winner

HLIO

+0.60%

TY-P

-0.91%

10Y(CAGR)

Winner

HLIO

+11.38%

TY-P

+2.69%

Max(CAGR)

Winner

HLIO

+17.35%

TY-P

+3.56%

HLIO vs TY-P - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HLIO	TY-P
2026	+47.31%	-2.12%
2025	+21.76%	+1.16%
2024	+0.71%	+1.89%
2023	-16.14%	+3.79%
2022	-46.76%	-17.04%
2021	+103.26%	+5.88%
2020	+17.08%	+8.50%
2019	+39.20%	+6.95%
2018	-48.82%	+6.94%
2017	+64.63%	+9.13%
2016	+32.34%	-0.16%
2015	-17.58%	+4.38%
2014	+0.84%	+1.95%
2013	+47.27%	N/A
2012	+13.00%	N/A
2011	-7.72%	N/A
2010	+40.65%	N/A
2009	+42.26%	N/A
2008	-21.05%	N/A
2007	+85.65%	N/A
2006	+6.35%	N/A
2005	+90.93%	N/A
2004	+118.43%	N/A
2003	+12.25%	N/A
2002	+6.67%	N/A
2001	+17.96%	N/A
2000	+12.67%	N/A
1999	-6.53%	N/A

HLIO vs TY-P 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 TY-P was -23.31%, occurring on Nov 3, 2022. This drawdown has not yet recovered.

The current HLIO drawdown is -27.34%. The current TY-P drawdown is -10.51%.

Rank	HLIO	TY-P
#1	-76.92% Nov 18, 2021 - Apr 21, 2025	-23.31% Dec 30, 2021 - Nov 3, 2022
#2	-74.60% Jul 30, 2008 - Mar 8, 2011	-9.94% Jul 27, 2016 - Jul 19, 2017
#3	-56.83% Jan 25, 2018 - Mar 2, 2021	-7.54% Apr 6, 2015 - Feb 8, 2016
#4	-49.30% Jul 19, 2007 - May 12, 2008	-6.55% Sep 19, 2017 - Jun 7, 2018
#5	-47.62% Aug 2, 2005 - Apr 27, 2007	-4.97% Jan 5, 2021 - Jun 17, 2021
#6	-44.28% May 10, 2011 - Mar 13, 2013	-4.52% Jan 26, 2015 - Feb 18, 2015
#7	-42.37% Mar 24, 2000 - Aug 6, 2003	-4.50% Mar 2, 2020 - Apr 2, 2020
#8	-41.93% Mar 7, 2014 - May 9, 2017	-4.15% Jan 2, 2019 - May 21, 2019
#9	-38.68% Jul 1, 2004 - Mar 1, 2005	-3.96% Dec 1, 2014 - Jan 21, 2015
#10	-31.89% Apr 6, 2005 - May 27, 2005	-3.93% Apr 2, 2020 - May 22, 2020
#11	-30.59% Aug 8, 2003 - Mar 8, 2004	-3.44% Nov 2, 2021 - Dec 30, 2021
#12	-25.00% Nov 10, 1999 - Mar 14, 2000	-3.24% Aug 12, 2020 - Nov 30, 2020
#13	-22.16% Jun 2, 2008 - Jul 30, 2008	-2.91% Sep 18, 2018 - Nov 8, 2018
#14	-18.96% Nov 27, 2013 - Mar 5, 2014	-2.72% Mar 29, 2016 - Jun 2, 2016
#15	-16.28% Mar 11, 2004 - May 4, 2004	-2.71% Mar 6, 2015 - Apr 2, 2015

Correlation

Correlation between HLIO and TY-P is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.63

-101

Dividend Comparison (1999 - 2026)

HLIO vs TY-P dividend yield comparison.

Year	HLIO	TY-P
2026	0.41%	2.98%
2025	0.67%	5.70%
2024	0.81%	5.59%
2023	0.79%	5.43%
2022	0.66%	5.43%
2021	0.34%	4.32%
2020	0.68%	4.38%
2019	0.78%	4.56%
2018	1.08%	3.57%
2017	0.45%	4.96%
2016	1.00%	5.16%
2015	1.42%	0.00%
2014	3.68%	0.00%
2013	1.10%	0.00%
2012	5.33%	0.00%
2011	1.59%	0.00%
2010	2.27%	0.00%
2009	1.71%	0.00%
2008	2.39%	0.00%
2007	1.22%	0.00%
2006	1.95%	0.00%
2005	1.46%	0.00%
2004	1.35%	0.00%
2003	29.84%	0.00%
2002	2.01%	0.00%
2001	2.10%	0.00%
2000	2.42%	0.00%
1999	0.62%	0.00%