TY-P vs HLIO

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

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

TY-P vs HLIO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

TY-P

$2.48B

Winner

HLIO

$2.48B

Max Drawdown

Winner

TY-P

30.32%

HLIO

77.48%

Sharpe Ratio

TY-P

-0.15

Winner

HLIO

1.73

5Y Beta

Winner

TY-P

-0.05

HLIO

1.39

Industry

TY-P

Other

HLIO

Specialty Industrial Machinery

P/E Ratio

TY-P

N/A

HLIO

40.81

Forward P/E

TY-P

N/A

HLIO

11.74

PEG Ratio

Winner

TY-P

0.00

HLIO

0.63

Dividend Yield

Winner

TY-P

3.41%

HLIO

0.50%

5Y Dividends CAGR

TY-P

0.00%

Winner

HLIO

3.13%

5Y EPS CAGR

TY-P

N/A

HLIO

1.82%

Debt to Equity

TY-P

N/A

HLIO

26.14%

Free Cash Flow Yield

TY-P

N/A

HLIO

4.30%

P/S Ratio

TY-P

N/A

HLIO

2.84

P/B Ratio

TY-P

N/A

HLIO

2.73

TY-P vs HLIO - Historical Returns

Returns include dividend reinvestment.

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

Winner

TY-P

-2.31%

HLIO

-2.50%

TY-P

-4.08%

Winner

HLIO

+22.66%

TY-P

-2.31%

Winner

HLIO

+15.66%

TY-P

-0.10%

Winner

HLIO

+119.93%

5Y(CAGR)

TY-P

-0.91%

Winner

HLIO

+0.60%

10Y(CAGR)

TY-P

+2.69%

Winner

HLIO

+11.38%

Max(CAGR)

TY-P

+3.56%

Winner

HLIO

+17.35%

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

Returns include dividend reinvestment.

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

TY-P vs HLIO Drawdown Comparison

The maximum drawdown for TY-P was -23.31%, occurring on Nov 3, 2022. This drawdown has not yet recovered.

The maximum drawdown for HLIO was -76.92%, occurring on Apr 21, 2025. This drawdown has not yet recovered.

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

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

Correlation

Correlation between TY-P and HLIO 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)

TY-P vs HLIO dividend yield comparison.

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