HQY
HealthEquity, Inc.
Stock
$90.04+0.67 (+0.75%)Close Oct 2, 2026
Jul 31, 2014 – Oct 2, 2026, Dividends reinvested
- Final balance
- $51,159
- CAGR
- +14.35%
- Max drawdown
- −60.65%
- Sharpe ratio
- 0.53
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −8.63%
- 3M
- −5.53%
- 6M
- +6.34%
- YTD
- −1.71%
- 1Y
- +0.40%
- 3Y
- +6.85%
- 5Y
- +6.16%
- 10Y
- +9.05%
- Since 2014
- +14.35%
Metrics
Since 2014| Volatility | 44.21% |
|---|---|
| Sortino ratio | 0.74 |
| Calmar ratio | 0.24 |
| Best year, 2016 | +61.63% |
| Worst year, 2021 | −36.54% |
| Positive years | 7 of 11 |
| Longest drawdown | 6 years |
Worst drawdowns
Since 2014| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −60.7% | Nov 2018 | Dec 2021 | Nov 2024 | 6 years |
| −54.6% | Nov 2015 | Feb 2016 | Sep 2016 | 10 months |
| −36.1% | Feb 2025 | Feb 2026 | Not yet | 1.6 years so far |
| −26.6% | Dec 2014 | Feb 2015 | Mar 2015 | 3 months |
| −25.5% | Jun 2017 | Aug 2017 | Feb 2018 | 8 months |
Annual returns
2014 from Jul 31 · 2026 through Oct 2