HealthEquity Inc. trailing returns
HealthEquity Inc.'s 10-year return is +9.7% a year (CAGR) (+151.4% cumulative). How HealthEquity Inc. (HQY) has performed over the last day, week, month and year, over 5 and 10 years, and since inception, through October 16, 2026 — price return and dividends side by side, with the worst drop inside each window.
Trailing returns by period#
To 2026-10-16. 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 | -0.6% | +0.0% | -0.6% | -3.0%Oct 14 |
| 1 month | -4.1% | +0.0% | -4.1% | -9.1%Sep 29 |
| YTD | +0.5% | +0.0% | +0.5% | -25.7%Feb 12 |
| 1 year | +1.1% | +0.0% | +1.1% | -30.6%Feb 2026 |
| 5 years | +7.8% | +0.0% | +7.8%+45.7% | -43.2%Dec 2021 |
| 10 years | +9.7% | +0.0% | +9.7%+151.4% | -60.7%Dec 2021 |
| Since inception (2014) | +14.5% | +0.0% | +14.5%+422.9% | -60.7%Dec 2021 |
Growth of HQY#
Actual level with dividends reinvested (solid); dashed lines are each window's constant-rate path from start to today.
- 5 years+7.8%/year · +45.7%
- 10 years+9.7%/year · +151.4%
Methodology#
Trailing returns measure from the closest close about N years before the latest close (2026-10-16). 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 HQY'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 HealthEquity Inc.'s 10-year return?
- Over the last 10 years, HealthEquity Inc. (HQY) returned about +9.7% a year annualized (+151.4% cumulative total return).
- What is HealthEquity Inc.'s return since inception?
- Since 2014, HealthEquity Inc. (HQY) has compounded at about +14.5% a year — +422.9% in total.
