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HLNE
$83.70+1.75%
as of close, Oct 20, 2026
☾ AH $83.70 +1.75%
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HLNE return calculator

Your investment#

How much
$
All at once, on the start date
Pick start & end dates9 years, 8 months
Key datesStart at a well-known dateRecentMarket topsMarket bottomsEvents
Bought at that day's close
Key datesEnd at a well-known dateMarket topsMarket bottomsEvents
Latest close, Oct 20, 2026

Or drag the slider to set start and end dates

2017 to today, log scale
Covid2022 bear market
2022Mar 2017Today
Options

Result#

$1,000Mar 1, 2017$5,598Oct 20, 20265.6× 

$1,000 invested in HLNE on March 1, 2017 was worth $5,598 on October 20, 2026, with dividends reinvested.

That’s 19.6% a year compounded (CAGR) over 9 years, 8 months: 5.6 times your money.

Over the same dates the same $1,000 would be worth $3,734 in the S&P 500 and $5,834 in the Nasdaq-100: HLNE beat the S&P 500 but trailed the Nasdaq-100.

Price only$4,645if dividends were spent
Biggest fall−62.3%Nov 11, 2024 to Jun 24, 2026
At a flat 5% a year$1,600a savings account's rate
Gain$4,598on $1,000 put in

How this period ranks#

These dates cover the whole record, so there is no other period this long to compare.

Worst: —Best: —
One scale for every length, so longer periods bunch up. Point at a bar.

Growth of $1,000 in HLNE, March 1, 2017 to October 20, 2026#

Your $1,000$Your buySame plan in the S&P 500The highA lowLog scale: equal steps are equal percentage moves
Highest value$12,987 · Nov 2024$
$1,000$2,000$10k$5,598
20182020202220242026

How far HLNE was below its previous high. The biggest fall: −62.3% from Nov 11, 2024 to Jun 24, 2026, not back to the high by the end date.

−62.3% from its high
high−62%

Your one buy. $1,000 on March 1, 2017, worth $5,598 on October 20, 2026. Pick Monthly or Yearly to see a plan's buys.

5.6×paid

What $1,000 would be worth on October 20, 2026, by start date#

Each point is the same amount invested that day and held to October 20, 2026, dividends reinvested. Above the line it made money.

Your start
$500$1,000$2,000$5,000
20182020202220242026

$1,000 invested in HLNE, by year#

Started on each year's first close and held to Oct 20, 2026, dividends reinvested.

StartedWorth Oct 20, 2026MultipleA year (CAGR)
2017$5,5985.6×19.6%
2018$2,7922.8×12.4%
2019$2,6732.7×13.4%
2020$1,5741.6×6.9%
2021$1,2301.2×3.6%
2022$8940.89×−2.3%
2023$1,3831.4×8.9%
2024$7860.79×−8.2%
2025$5810.58×−26.1%
2026$6250.62×—

Methodology#

A buy is made at the start date's close, or the next session's when the market was closed that day, and valued at the end date's close; a monthly or yearly plan buys on the same day of each month or year. "Dividends reinvested" uses split- and dividend-adjusted closes (a standard total-return approximation; taxes and fees excluded). "Price-only" uses split-adjusted closes. HLNE data begins March 1, 2017; values as of October 20, 2026 and refresh daily. The ranking compares month-end to month-end periods. Past performance does not predict future returns; not investment advice.

See the live HLNE chart and fundamentals on the HLNE quote page or the S&P 500 return calculator.

FAQ#

How much would $1,000 invested in HLNE be worth today?
$1,000 invested in HLNE on March 1, 2017 would be worth $5,598 on October 20, 2026, with dividends reinvested — 19.6% a year compounded (CAGR).
How far back does the HLNE calculator go?
HLNE data begins March 1, 2017, with a close every session. Pick any start and end date in that span — 9 years, 8 months of history.
Does this include dividends?
Yes. The default "dividends reinvested" view uses split- and dividend-adjusted closing prices — a standard total-return approximation that excludes taxes and fees. A price-only view (split-adjusted, no dividends) is also available.