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HE: Hawaiian Electric Industries, Inc. (STOCK)
Basic Info 13.45 0.09(0.66%) June 08
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/21/1973 |
| Last Dividend Date: | 08/17/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/21/1973 |
2025 | 2024 | 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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | 1978 | 1977 | 1976 | 1975 | 1974 | 1973 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.1 | 9.3 | 28.6 | -27.5 | -19.4 | -6.0 | -0.5 | 0.4 | 3.4 | 24.6 | -31.4 | -64.6 | 4.3 | 21.3 | -21.9 | 31.9 | 5.0 | 13.4 | 19.0 | -10.0 | 34.9 | 8.5 | -0.4 | 22.3 | 15.3 | 1.6 | 2.1 | -11.6 | 9.8 | -6.9 | 29.0 | 14.2 | 15.4 | 15.6 | 38.8 | -28.3 | -1.5 | 13.1 | -6.8 | 19.7 | -9.8 | -3.7 | 1.4 | 16.2 | -21.4 | 35.9 | 14.5 | -17.9 | 25.4 | 19.6 | 33.9 | 3.3 | 21.5 | 18.3 | -12.0 | -7.7 | -2.8 | 10.3 | 6.0 | 38.6 | -23.3 | -25.2 |
| Sharpe Ratio | NA | 0.62 | 0.82 | -0.46 | -0.41 | -0.19 | NA | NA | 0.01 | 0.61 | -0.51 | -0.81 | 0.12 | 0.97 | -0.47 | 2.45 | 0.23 | 1.14 | 0.89 | -0.58 | 1.59 | 0.55 | -0.04 | 0.95 | 0.72 | 0.05 | 0.04 | -0.73 | 0.58 | -0.56 | 1.87 | 0.94 | 0.64 | 0.75 | 1.36 | -2.23 | -0.32 | 0.74 | -0.86 | 1.34 | -0.78 | -0.38 | -0.08 | 0.92 | -1.4 | 2.58 | 0.64 | -0.76 | 1.09 | 0.71 | 1.48 | -0.2 | 0.83 | 0.36 | -0.99 | -0.92 | -0.45 | 0.44 | 0.14 | 1.37 | -1.14 | -1.53 |
| Draw Down(%) | NA | 22.9 | 22.9 | 80.0 | 81.4 | 83.3 | NA | NA | 83.3 | 18.3 | 49.7 | 76.8 | 23.0 | 14.6 | 38.0 | 5.8 | 12.2 | 6.4 | 16.8 | 19.5 | 11.8 | 14.4 | 15.9 | 18.8 | 13.6 | 44.3 | 26.1 | 22.8 | 6.1 | 16.0 | 12.9 | 14.0 | 25.5 | 9.4 | 16.4 | 30.0 | 12.2 | 8.7 | 14.9 | 6.9 | 17.8 | 19.0 | 21.0 | 13.1 | 31.7 | 7.4 | 16.0 | 29.2 | 13.4 | 19.4 | 11.0 | 17.9 | 13.5 | 16.0 | 22.8 | 13.2 | 14.6 | 9.3 | 16.1 | 18.8 | 38.9 | 36.4 |
| Standard Deviation(%) | NA | 36.4 | 32.6 | 66.9 | 53.7 | 42.0 | NA | NA | 25.0 | 36.0 | 68.2 | 84.3 | 23.4 | 22.0 | 47.3 | 12.4 | 15.3 | 11.2 | 21.1 | 17.2 | 22.0 | 15.5 | 12.8 | 23.4 | 21.0 | 30.8 | 30.7 | 20.3 | 10.9 | 16.4 | 15.0 | 14.4 | 22.3 | 17.8 | 25.5 | 14.2 | 15.6 | 12.7 | 12.0 | 11.7 | 16.4 | 15.5 | 14.7 | 13.4 | 19.1 | 11.6 | 15.0 | 29.0 | 19.3 | 20.1 | 18.0 | 15.1 | 16.3 | 21.5 | 20.7 | 16.4 | 18.0 | 14.7 | 17.5 | 25.0 | 25.4 | 22.2 |
| Treynor Ratio | NA | 0.38 | 0.59 | -0.69 | -0.44 | -0.14 | NA | NA | 0.0 | 0.36 | 1.63 | -0.81 | 0.06 | 0.62 | -0.27 | 1.26 | 0.14 | 0.33 | 0.38 | -0.17 | 0.7 | 0.1 | -0.01 | 0.29 | 0.21 | 0.02 | 0.03 | -0.25 | 0.12 | -0.1 | 0.57 | 0.42 | 0.29 | 0.66 | 1.17 | -1.57 | -0.25 | 0.5 | -0.31 | 0.32 | -0.18 | -0.24 | -0.11 | 0.61 | -0.49 | 1.0 | 0.32 | -0.37 | 0.58 | 0.34 | 0.91 | -0.17 | 0.56 | 0.32 | -1.08 | -0.69 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.07 | 0.08 | -0.08 | -0.06 | -0.03 | NA | NA | 0.0 | 0.06 | -0.05 | -0.36 | 0.06 | 0.05 | -0.13 | 0.08 | 0.02 | 0.02 | 0.05 | -0.04 | 0.1 | -0.06 | -0.03 | 0.08 | 0.02 | -0.04 | 0.09 | -0.06 | 0.0 | -0.04 | 0.08 | 0.02 | 0.11 | 0.07 | 0.14 | -0.15 | -0.03 | 0.02 | -0.06 | 0.0 | -0.04 | -0.03 | 0.0 | 0.03 | -0.09 | 0.08 | 0.03 | -0.09 | 0.07 | 0.03 | 0.1 | -0.01 | 0.04 | 0.05 | -0.09 | -0.05 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.59 | 0.45 | 0.44 | 0.49 | 0.56 | NA | NA | 0.46 | 0.61 | -0.22 | 0.84 | 0.5 | 0.35 | 0.8 | 0.24 | 0.25 | 0.39 | 0.5 | 0.58 | 0.5 | 0.88 | 0.47 | 0.77 | 0.71 | 0.61 | 0.42 | 0.58 | 0.51 | 0.95 | 0.49 | 0.32 | 0.48 | 0.2 | 0.29 | 0.2 | 0.2 | 0.19 | 0.34 | 0.5 | 0.72 | 0.24 | 0.1 | 0.2 | 0.55 | 0.3 | 0.3 | 0.59 | 0.36 | 0.42 | 0.29 | 0.18 | 0.24 | 0.25 | 0.19 | 0.22 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.05 | 0.03 | 0.01 | 0.02 | 0.06 | NA | NA | 0.09 | 0.1 | 0.0 | 0.02 | 0.27 | 0.04 | 0.35 | 0.06 | 0.08 | 0.05 | 0.1 | 0.27 | 0.06 | 0.39 | 0.22 | 0.58 | 0.37 | 0.29 | 0.32 | 0.21 | 0.22 | 0.36 | 0.13 | 0.14 | 0.32 | 0.06 | 0.07 | 0.07 | 0.07 | 0.07 | 0.11 | 0.11 | 0.19 | 0.02 | 0.0 | 0.05 | 0.21 | 0.11 | 0.12 | 0.44 | 0.09 | 0.06 | 0.04 | 0.03 | 0.07 | 0.03 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.3 | 1.5 | 2.9 | 4.4 | 4.0 | N/A | 0.0 | 0.0 | 2.6 | 3.4 | 3.9 | 2.9 | 3.6 | 3.5 | 3.8 | 4.3 | 3.7 | 4.9 | 4.8 | 4.7 | 5.4 | 5.9 | 5.6 | 5.5 | 4.5 | 4.7 | 4.3 | 5.2 | 5.6 | 6.1 | 6.8 | 8.8 | 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 | -91.3 | -50.5 | -23.1 | 10.4 | 172.2 | N/A | N/A | -100.0 | -22.9 | 2.9 | 3.0 | 3.1 | 3.2 | 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 | 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 02/21/1973
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