Helios Technologies Inc. trailing returns
Helios Technologies Inc.'s 10-year return is +9.5% a year (CAGR) (+147.1% cumulative). How Helios Technologies Inc. (HLIO) has performed over the last day, week, month and year, over 5, 10 and 20 years, and since inception, through October 20, 2026 — price return and dividends side by side, with the worst drop inside each window.
Trailing returns by period#
To 2026-10-20. Price return + dividends = total return. Per year (CAGR) for windows of a year or more, with the cumulative total return beneath. Worst drop: the deepest fall in the price from a high inside the window, and when it bottomed.
| Period | Price | DivsDividends | Total | Worst drop |
|---|---|---|---|---|
| 1 day | +0.5% | +0.0% | +0.5% | — |
| 5 days | -2.0% | +0.0% | -2.0% | -2.6%Oct 16 |
| 1 month | -1.8% | +0.2% | -1.6% | -5.7%Oct 16 |
| YTD | +27.2% | +0.8% | +28.0% | -28.4%Sep 15 |
| 1 year | +25.7% | +0.8% | +26.5% | -28.4%Sep 2026 |
| 5 years | -5.2% | +0.7% | -4.6%-20.8% | -77.5%Apr 2025 |
| 10 years | +8.7% | +0.8% | +9.5%+147.1% | -77.5%Apr 2025 |
| 20 years | +10.4% | +1.7% | +12.2%+893.0% | -77.5%Apr 2025 |
| Since inception (1997) | +11.1% | +1.9% | +12.9%+3646.9% | -77.5%Apr 2025 |
Growth of HLIO#
Actual level with dividends reinvested (solid); dashed lines are each window's constant-rate path from start to today.
- 5 years-4.6%/year · -20.8%
- 10 years+9.5%/year · +147.1%
- 20 years+12.2%/year · +893.0%
- Since inception (1997)+12.9%/year · +3646.9%
Methodology#
Trailing returns measure from the closest close about N years before the latest close (2026-10-20). Cumulative return is the total change over the window; annualized return is the compound annual growth rate (CAGR), shown for windows of a year or more. Price return is the change in HLIO's closing price; total return reinvests dividends (from its split- and dividend-adjusted closes); the dividends column is the difference between the two. The worst drop is the largest fall in the closing price from a high to a later low inside the window, the way a drawdown is usually quoted. See the year-by-year returns for the calendar breakdown. Past performance does not predict future returns; not investment advice.
FAQ#
- What is Helios Technologies Inc.'s 10-year return?
- Over the last 10 years, Helios Technologies Inc. (HLIO) returned about +9.5% a year annualized (+147.1% cumulative total return).
- What is Helios Technologies Inc.'s 20-year annualized return?
- Over the last 20 years, Helios Technologies Inc. (HLIO) compounded at about +12.2% a year (+893.0% cumulative).
- What is Helios Technologies Inc.'s return since inception?
- Since 1997, Helios Technologies Inc. (HLIO) has compounded at about +12.9% a year — +3646.9% in total.