HLX: Helix Energy Solutions Group Inc (STOCK)
Basic Info 11.31 0.25(2.16%) May 10
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/01/1997 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 05/03/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/01/1997 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.3 | 10.0 | 61.8 | 32.6 | 8.6 | -6.9 | 0.0 | -1.1 | 3.1 | 39.3 | 136.5 | -25.7 | -56.4 | 78.0 | -28.2 | -14.5 | 67.7 | -75.8 | -6.4 | 12.3 | 30.6 | 30.1 | 3.3 | 62.3 | -82.6 | 32.3 | -12.6 | 76.1 | 68.9 | 2.6 | -4.8 | -7.3 | 60.8 | 59.6 | -15.3 | 22.5 |
| Sharpe Ratio | NA | 0.44 | 1.7 | 0.6 | 0.07 | -0.12 | NA | NA | 0.03 | 0.88 | 2.04 | -0.41 | -0.41 | 1.16 | -1.02 | -0.63 | 0.41 | -1.39 | -0.73 | -0.2 | 0.34 | 0.19 | -0.28 | 0.51 | -0.96 | 0.33 | -0.77 | 1.5 | 1.48 | -0.47 | -0.52 | -0.49 | -0.12 | 1.53 | 0.26 | -0.69 |
| Draw Down(%) | NA | 12.5 | 24.2 | 61.7 | 89.9 | 96.4 | NA | NA | 97.9 | 28.1 | 53.8 | 55.8 | 89.6 | 22.9 | 51.7 | 49.4 | 51.0 | 78.8 | 27.1 | 21.3 | 27.4 | 42.4 | 48.4 | 70.3 | 90.6 | 17.9 | 36.0 | 17.2 | 12.1 | 34.8 | 43.6 | 48.5 | 35.7 | 31.3 | 69.5 | 38.9 |
| Standard Deviation(%) | NA | 37.8 | 36.2 | 54.3 | 79.0 | 70.4 | NA | NA | 62.3 | 40.2 | 66.6 | 63.0 | 138.4 | 47.2 | 48.7 | 54.2 | 82.2 | 67.8 | 33.9 | 31.3 | 36.4 | 60.7 | 54.8 | 85.9 | 106.2 | 31.6 | 45.8 | 36.8 | 33.5 | 35.7 | 47.1 | 58.9 | 65.5 | 55.3 | 70.4 | 59.5 |
| Treynor Ratio | NA | 0.15 | 0.7 | 0.33 | 0.03 | -0.05 | NA | NA | 0.01 | 0.49 | 1.55 | -0.14 | -0.29 | 0.29 | -0.39 | -0.2 | 0.13 | -0.55 | -0.15 | -0.03 | 0.06 | 0.06 | -0.08 | 0.2 | -0.67 | 0.11 | -0.21 | 0.34 | 0.4 | -0.37 | -0.29 | -0.49 | -0.15 | 1.93 | 0.21 | -0.46 |
| Alpha | NA | 0.0 | 0.14 | 0.14 | 0.06 | -0.02 | NA | NA | 0.03 | 0.09 | 0.49 | -0.23 | -0.13 | 0.14 | -0.05 | 0.68 | 2.04 | 0.74 | -0.05 | 0.9 | 0.08 | 0.21 | 0.75 | 0.19 | -0.21 | 0.1 | -0.06 | 0.67 | 0.19 | -0.05 | 0.05 | 0.03 | 0.06 | 0.25 | -0.04 | 0.13 |
| Beta | NA | 1.12 | 0.88 | 0.99 | 1.54 | 1.6 | NA | NA | 1.4 | 0.73 | 0.88 | 1.8 | 1.94 | 1.88 | 1.29 | 1.71 | 2.63 | 1.72 | 1.62 | 1.8 | 2.04 | 2.1 | 2.04 | 2.18 | 1.52 | 0.97 | 1.65 | 1.61 | 1.24 | 0.45 | 0.86 | 0.59 | 0.54 | 0.44 | 0.84 | 0.89 |
| RSquared | NA | 0.13 | 0.08 | 0.1 | 0.18 | 0.17 | NA | NA | 0.2 | 0.06 | 0.1 | 0.14 | 0.25 | 0.25 | 0.21 | 0.04 | 0.17 | 0.15 | 0.3 | 0.41 | 0.51 | 0.64 | 0.45 | 0.46 | 0.4 | 0.24 | 0.13 | 0.2 | 0.17 | 0.05 | 0.23 | 0.05 | 0.03 | 0.02 | 0.06 | 0.1 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/01/1997
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