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HLNE vs SPY

Comparison between Hamilton Lane Inc - Class A (HLNE, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed HLNE, delivering a return of +13.1% compared to -0.6%

HLNE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
HLNE
$4.30B
Winner
SPY
$784B
Expense Ratio
HLNE
N/A
SPY
0.09%
Max Drawdown
HLNE
63.40%
Winner
SPY
56.47%
Sharpe Ratio
HLNE
-1.34
Winner
SPY
1.37
5Y Beta
HLNE
1.41
Winner
SPY
1.00
Industry
HLNE
Asset Management
SPY
N/A
P/E Ratio
Winner
HLNE
17.26
SPY
28.84
Forward P/E
Winner
HLNE
12.30
SPY
21.45
PEG Ratio
HLNE
2.81
SPY
N/A
Dividend Yield
HLNE
2.74%
SPY
N/A
5Y Dividends CAGR
Winner
HLNE
16.47%
SPY
6.00%
5Y EPS CAGR
HLNE
9.76%
Winner
SPY
25.26%
Debt to Equity
HLNE
38.95%
Winner
SPY
31.47%
Free Cash Flow Yield
HLNE
9.81%
SPY
N/A
P/S Ratio
HLNE
5.78
Winner
SPY
3.85
P/B Ratio
Winner
HLNE
3.77
SPY
5.70

HLNE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HLNE
+4.60%
SPY
+4.33%
3M
HLNE
-11.48%
Winner
SPY
+11.39%
6M
HLNE
-44.60%
Winner
SPY
+9.35%
1Y
HLNE
-46.00%
Winner
SPY
+21.97%
5Y(CAGR)
HLNE
-0.58%
Winner
SPY
+13.15%
10Y(CAGR)
Winner
HLNE
+19.71%
SPY
+15.32%
Max(CAGR)
Winner
HLNE
+19.71%
SPY
+8.54%

HLNE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHLNESPY
2026-39.91%+11.10%
2025-8.59%+18.00%
2024+34.37%+25.59%
2023+78.35%+26.72%
2022-36.37%-18.64%
2021+38.87%+30.52%
2020+31.82%+17.28%
2019+67.70%+31.09%
2018+6.69%-5.24%
2017+100.50%+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

HLNE vs SPY Drawdown Comparison

The maximum drawdown for HLNE was -62.27%, occurring on Jun 24, 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 HLNE drawdown is -58.53%. The current SPY drawdown is -0.35%.

RankHLNESPY
#1-62.27%
Nov 11, 2024 - Jun 24, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-48.45%
Nov 19, 2021 - Dec 14, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-43.33%
Feb 13, 2020 - May 29, 2020		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-36.29%
Jul 18, 2018 - May 3, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-19.44%
Sep 1, 2020 - Nov 11, 2020		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-16.13%
Jun 1, 2020 - Sep 1, 2020		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-14.81%
Jan 23, 2018 - Apr 19, 2018		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-14.55%
Sep 5, 2019 - Jan 13, 2020		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-13.25%
Feb 22, 2021 - Oct 20, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-12.59%
Jul 31, 2024 - Aug 19, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-11.86%
Jul 10, 2019 - Aug 29, 2019		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-11.36%
Jan 22, 2024 - May 21, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-10.76%
May 28, 2024 - Jul 11, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-9.05%
Jan 14, 2021 - Feb 8, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-8.97%
Nov 16, 2020 - Dec 16, 2020		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between HLNE and SPY is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84
-101

Dividend Comparison (1999 - 2026)

HLNE vs SPY dividend yield comparison.

YearHLNESPY
20261.41%0.49%
20251.57%1.07%
20241.29%1.21%
20231.53%1.40%
20222.43%1.65%
20211.31%1.20%
20201.55%1.52%
20191.74%1.75%
20182.20%2.04%
20171.48%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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