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HLX vs SPY

Comparison between Helix Energy Solutions Group Inc (HLX, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed HLX, delivering a return of +13.3% compared to +7.4%

HLX vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
HLX
$1.40B
Winner
SPY
$735B
Expense Ratio
HLX
N/A
SPY
0.09%
Max Drawdown
HLX
97.87%
Winner
SPY
56.47%
Sharpe Ratio
HLX
0.89
Winner
SPY
1.62
5Y Beta
HLX
1.22
Winner
SPY
1.00
Industry
HLX
Oil & Gas Equipment & Services
SPY
N/A
P/E Ratio
HLX
153.78
Winner
SPY
28.99
Forward P/E
HLX
113.64
Winner
SPY
22.37
PEG Ratio
HLX
17.67
SPY
N/A
5Y Dividends CAGR
HLX
N/A
SPY
5.43%
5Y EPS CAGR
HLX
-32.08%
Winner
SPY
26.05%
Debt to Equity
Winner
HLX
19.51%
SPY
32.40%
Free Cash Flow Yield
HLX
12.96%
SPY
N/A
P/S Ratio
Winner
HLX
1.08
SPY
3.74
P/B Ratio
Winner
HLX
0.90
SPY
5.61

HLX vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
HLX
-9.94%
Winner
SPY
+1.90%
3M
HLX
+0.98%
Winner
SPY
+8.55%
6M
Winner
HLX
+26.06%
SPY
+8.18%
1Y
Winner
HLX
+41.72%
SPY
+25.79%
5Y(CAGR)
HLX
+7.42%
Winner
SPY
+13.32%
10Y(CAGR)
HLX
+0.84%
Winner
SPY
+15.19%
Max(CAGR)
HLX
+0.46%
Winner
SPY
+8.47%

HLX vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHLXSPY
2026+44.38%+8.26%
2025-35.23%+18.00%
2024-6.89%+25.59%
2023+46.65%+26.72%
2022+118.34%-18.64%
2021-26.42%+30.52%
2020-56.52%+17.28%
2019+68.65%+31.09%
2018-29.19%-5.24%
2017-19.44%+20.78%
2016+64.25%+13.59%
2015-75.72%+1.31%
2014-4.99%+14.56%
2013+9.19%+29.00%
2012+23.67%+14.17%
2011+31.56%+0.85%
2010-2.10%+13.14%
2009+49.49%+22.67%
2008-82.64%-36.25%
2007+39.03%+5.32%
2006-20.40%+13.85%
2005+83.49%+5.32%
2004+66.60%+10.75%
2003-1.39%+24.18%
2002-2.08%-22.42%
2001-7.94%-10.13%
2000+60.12%-8.84%
1999+1.13%+8.61%

HLX vs SPY Drawdown Comparison

The maximum drawdown for HLX was -97.87%, occurring on Apr 3, 2020. 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 HLX drawdown is -80.27%. The current SPY drawdown is -2.90%.

RankHLXSPY
#1-97.87%
Oct 12, 2007 - Apr 3, 2020
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-50.45%
Mar 7, 2001 - Jun 23, 2004
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-37.21%
Jan 19, 2006 - Oct 3, 2007
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-35.67%
Oct 13, 2000 - Mar 7, 2001
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-24.18%
Mar 30, 2000 - May 15, 2000
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-20.59%
May 15, 2000 - Jun 30, 2000
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-19.08%
Dec 7, 1999 - Feb 14, 2000
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-17.66%
Jun 30, 2000 - Aug 30, 2000
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-17.20%
Mar 4, 2005 - Jun 15, 2005
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-14.74%
Sep 29, 2005 - Nov 2, 2005
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-14.14%
Aug 2, 2005 - Aug 31, 2005
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-13.20%
Sep 7, 2000 - Oct 13, 2000
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-12.32%
Feb 16, 2000 - Mar 7, 2000
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-11.68%
Nov 30, 2004 - Jan 31, 2005
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-11.45%
Nov 1, 1999 - Nov 11, 1999
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between HLX and SPY is -0.43 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.43
-101

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