(HQY) HealthEquity - Performance 8.6% in 12m
Compare HQY with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
47.29%
#1 in Group
Rel. Strength
58.08%
#3346 in Universe
Total Return 12m
8.63%
#2 in Group
Total Return 5y
66.06%
#3 in Group
P/E 77.5
86th Percentile in Group
P/E Forward 23.1
100th Percentile in Group
PEG 0.92
67th Percentile in Group
FCF Yield 4.18%
100th Percentile in Group
12m Total Return: HQY (8.6%) vs XLV (1.7%)
5y Drawdown (Underwater) Chart
Top Performers in Managed Health Care
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| HQY NASDAQ HealthEquity |
-3% | 8.63% | 66.1% | 77.5 | 23.1 | 0.92 | 93.0% | 21.4% |
| UNH NYSE UnitedHealth |
-21.4% | -13.6% | 54% | 17.8 | 16.3 | 0.92 | 48.6% | 10% |
| ELV NYSE Elevance Health |
-3.31% | -19.3% | 65.2% | 16.4 | 12.2 | 0.76 | 9.50% | 23.6% |
| CNC NYSE Centene |
-1.42% | -18.1% | -9.13% | 8.83 | 7.88 | 0.62 | 37.4% | 31.5% |
| HUM NYSE Humana |
-0.89% | -12.2% | -27.8% | 26.4 | 16.2 | 0.8 | -45.1% | -29.7% |
Performance Comparison: HQY vs XLV vs S&P 500
XLV (Health Care Sector SPDR ETF) is the Sector Benchmark for HQY
| Total Return (including Dividends) | HQY | XLV | S&P 500 |
|---|---|---|---|
| 1 Month | -3.00% | -3.79% | -0.87% |
| 3 Months | -22.37% | -3.99% | -7.58% |
| 12 Months | 8.63% | 1.72% | 11.88% |
| 5 Years | 66.06% | 55.40% | 110.33% |
| Trend Score (consistency of price movement) | HQY | XLV | S&P 500 |
| 1 Month | 32.6% | -3.2% | 23% |
| 3 Months | -89.6% | -71.4% | -88.5% |
| 12 Months | 63.2% | -17.5% | 55.1% |
| 5 Years | 56.0% | 89.8% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLV | vs. S&P 500 |
| 1 Month | #5 | 0.83% | -2.15% |
| 3 Month | #6 | -19.1% | -16.0% |
| 12 Month | #1 | 6.80% | -2.90% |
| 5 Years | #3 | 6.86% | -21.1% |
FAQs
Does HQY HealthEquity outperforms the market?
Yes,
over the last 12 months HQY made 8.63%, while its related Sector, the Health Care Sector SPDR (XLV) made 1.72%.
Over the last 3 months HQY made -22.37%, while XLV made -3.99%.
Over the last 3 months HQY made -22.37%, while XLV made -3.99%.
Performance Comparison HQY vs Indeces and Sectors
HQY vs. Indices HQY is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -3.99% | -2.13% | 2.41% | -3.25% |
| US NASDAQ 100 | QQQ | -5.02% | -4.40% | 1.98% | -4.04% |
| US Dow Jones Industrial 30 | DIA | -3.05% | 0.18% | 2.50% | -0.57% |
| German DAX 40 | DAX | -2.76% | -4.32% | -17.1% | -16.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.03% | -0.18% | 5.40% | 2.67% |
| Hongkong Hang Seng | HSI | -3.0% | -3.06% | 0.49% | -5.26% |
| India NIFTY 50 | INDA | -1.15% | -7.06% | 2.12% | 5.56% |
| Brasil Bovespa | EWZ | -3.19% | -7.60% | -1.29% | 14.5% |
HQY vs. Sectors HQY is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -4.24% | -1.95% | -3.72% | -15.3% |
| Consumer Discretionary | XLY | -4.07% | -2.90% | -0.10% | -4.69% |
| Consumer Staples | XLP | -0.49% | -3.20% | -2.90% | -2.57% |
| Energy | XLE | 0.49% | 10.9% | 8.20% | 19.7% |
| Financial | XLF | -2.60% | -0.89% | -5.19% | -14.1% |
| Health Care | XLV | -3.91% | 0.79% | 4.10% | 6.91% |
| Industrial | XLI | -4.41% | -3.11% | 1.70% | -0.96% |
| Materials | XLB | -3.38% | -0.57% | 9.82% | 12.2% |
| Real Estate | XLRE | -2.47% | -1.69% | 3.30% | -9.46% |
| Technology | XLK | -6.44% | -4.69% | 5.75% | 0.90% |
| Utilities | XLU | -1.15% | -3.06% | 0.29% | -13.2% |
| Aerospace & Defense | XAR | -4.94% | -9.39% | -11.1% | -17.9% |
| Biotech | XBI | -5.29% | -5.28% | 15.1% | 10.5% |
| Homebuilder | XHB | -3.30% | -0.73% | 17.2% | 15.7% |
| Retail | XRT | -2.42% | -2.44% | 7.98% | 11.4% |