Overview Performance Dividends Peer Group Options

(HQY) HealthEquity - Performance 24.2% in 12m

HQY performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.

Performance Rating 49.09%
#2 in Peer-Group
Rel. Strength 74.09%
#1972 in Stock-Universe
Total Return 12m 24.17%
#3 in Peer-Group
Total Return 5y 71.99%
#2 in Peer-Group
P/E Value
P/E Trailing 76.5
P/E Forward 30.1
High / Low USD
52 Week High 114.51 USD
52 Week Low 67.98 USD
Sentiment Value
VRO Trend Strength +-100 51.26
Buy/Sell Signal +-5 1.29
Support / Resistance Levels
Support
Resistance
12m Total Return: HQY (24.2%) vs XLV (-5.1%)
Total Return of HealthEquity versus its related sector ETF XLV
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for (HQY) HealthEquity - Performance 24.2% in 12m

Top Performer in Managed Health Care

Short Term Performance

Symbol 1w 1m 3m
HQY -5.76% 7.28% 4.01%
HUM 0.94% 3.42% -10.7%
ELV -0.86% -0.96% -10.3%
MOH 0.38% -5.04% -5.64%

Long Term Performance

Symbol 6m 12m 5y
HQY 12.4% 24.2% 72%
MOH 0.90% -3.23% 79.4%
CNC -6.68% -19.0% -10.9%
ELV 3.90% -26.9% 56.2%

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
CNC NYSE
Centene		 -8.06% -19% -10.9% 8.14 7.54 0.57 1.70% 48.5%

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 7.28% 4.35% 1.11%
3 Months 4.01% -6.89% 5.58%
12 Months 24.17% -5.08% 10.51%
5 Years 71.99% 50.53% 109.12%

Trend Score (consistency of price movement) HQY XLV S&P 500
1 Month 84.8% 65.8% 69.9%
3 Months 72.4% -72% 69.3%
12 Months 62.8% -62.2% 43.2%
5 Years 57.8% 88.5% 84.1%

Relative Strength (compared with Indexes) Rank in Peer Group vs. XLV vs. S&P 500
1 Month #4 2.81% 6.11%
3 Month #3 11.71% -1.49%
12 Month #2 30.81% 12.36%
5 Years #2 14.25% -17.75%

FAQs

Does HealthEquity (HQY) outperform the market?

Yes, over the last 12 months HQY made 24.17%, while its related Sector, the Health Care Sector SPDR (XLV) made -5.08%. Over the last 3 months HQY made 4.01%, while XLV made -6.89%.

Performance Comparison HQY vs Indeces and Sectors

Above 0 means better perfomance compared to Symbol in this Timeframe

HQY vs. Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY -5.3% 6.2% 13.4% 14%
US NASDAQ 100 QQQ -5.1% 5.8% 14.2% 15%
German DAX 40 DAX -3.1% 8% -2.9% -5%
Shanghai Shenzhen CSI 300 CSI 300 -5% 8.2% 11.6% 13%
Hongkong Hang Seng HSI -5.8% 2.2% -5.6% -3%
India NIFTY 50 INDA -3.6% 8.6% 14.5% 26%
Brasil Bovespa EWZ -7.6% 6.8% -6.8% 15%

HQY vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC -5% 5.8% 10.6% 1%
Consumer Discretionary XLY -4.8% 9.1% 23.3% 6%
Consumer Staples XLP -5% 7.5% 12% 17%
Energy XLE -11.2% 4.4% 9.8% 21%
Financial XLF -3.7% 9.9% 10.6% 0%
Health Care XLV -7.2% 2.9% 13.9% 29%
Industrial XLI -4.3% 6.9% 7.9% 6%
Materials XLB -4.6% 5.9% 12.7% 25%
Real Estate XLRE -5.8% 6.3% 12.4% 11%
Technology XLK -5.6% 5.3% 13% 20%
Utilities XLU -6.7% 6.8% 5.1% 3%
Aerospace & Defense XAR -4.3% 1.5% -3.5% -19%
Biotech XBI -5% -0.5% 24.2% 32%
Homebuilder XHB -3.7% 12.3% 28.9% 34%
Retail XRT -1.4% 7.5% 21.4% 23%

HQY vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO -17.1% -11.4% 3.59% 21%
Natural Gas UNG -4.6% 9.9% -4.8% 39%
Gold GLD -8.9% 1.1% -16.7% -23%
Silver SLV -4.5% -4.1% -6.2% 2%
Copper CPER -2.8% 5.6% -1.5% 16%

HQY vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -6.8% 6.6% 14.9% 28%
iShares High Yield Corp. Bond HYG -5.8% 6.8% 9.8% 15%