(HLIO) Helios Technologies - Performance -38.5% in 12m
Compare HLIO with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-23.10%
#129 in Group
Rel. Strength
15.75%
#6704 in Universe
Total Return 12m
-38.52%
#165 in Group
Total Return 5y
-2.30%
#126 in Group
P/E 24.1
55th Percentile in Group
P/E Forward 11.8
26th Percentile in Group
PEG 0.99
22th Percentile in Group
FCF Yield 6.84%
75th Percentile in Group
12m Total Return: HLIO (-38.5%) vs XLI (10%)
5y Drawdown (Underwater) Chart
Top Performers in Industrial Machinery & Supplies & Components
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 |
|---|---|---|---|---|---|---|---|---|
| NPO NYSE Enpro Industries |
12.5% | 18.1% | 324% | 43.5 | 23.4 | 1.74 | -40.5% | -6.67% |
| MWA NYSE Mueller Water Products |
-1.41% | 29% | 202% | 29.9 | 22.5 | 1.5 | 41.5% | 38.4% |
| EPAC NYSE Enerpac Tool |
6.61% | 15.7% | 181% | 26 | 22.1 | 0.34 | 77.5% | 8.64% |
| SXI NYSE Standex International |
3.67% | -12.8% | 249% | 31.3 | 17.6 | 0.95 | -21.6% | 12.3% |
| SU PA Schneider Electric S.E. |
14.6% | -5.11% | 189% | 25.9 | 20.6 | 1.67 | 68.4% | 37% |
| PNR NYSE Pentair |
11.6% | 12.7% | 190% | 23.5 | 19 | 1.58 | 41.1% | 4.16% |
| ESE NYSE ESCO Technologies |
15.6% | 58% | 126% | 39.2 | - | 1.96 | 60.2% | 11.4% |
| ESAB NYSE ESAB |
8.74% | 17.6% | 158% | 25.7 | 22.6 | 1.91 | 17.5% | -3.91% |
Performance Comparison: HLIO vs XLI vs S&P 500
XLI (Industrial Sector SPDR ETF) is the Sector Benchmark for HLIO
| Total Return (including Dividends) | HLIO | XLI | S&P 500 |
|---|---|---|---|
| 1 Month | 9.57% | 7.38% | 2.87% |
| 3 Months | -25.56% | -1.47% | -6.42% |
| 12 Months | -38.52% | 9.99% | 9.87% |
| 5 Years | -2.30% | 136.20% | 107.51% |
| Trend Score (consistency of price movement) | HLIO | XLI | S&P 500 |
| 1 Month | 77.4% | 90.4% | 89.4% |
| 3 Months | -87.8% | -50.1% | -72% |
| 12 Months | -60.1% | 52.7% | 49.3% |
| 5 Years | -32.9% | 87.3% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLI | vs. S&P 500 |
| 1 Month | #182 | 2.04% | 6.52% |
| 3 Month | #184 | -24.5% | -20.5% |
| 12 Month | #165 | -44.1% | -44.1% |
| 5 Years | #129 | -58.6% | -52.9% |
FAQs
Does HLIO Helios Technologies outperforms the market?
No,
over the last 12 months HLIO made -38.52%, while its related Sector, the Industrial Sector SPDR (XLI) made 9.99%.
Over the last 3 months HLIO made -25.56%, while XLI made -1.47%.
Over the last 3 months HLIO made -25.56%, while XLI made -1.47%.
Performance Comparison HLIO vs Indeces and Sectors
HLIO vs. Indices HLIO is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 12.3% | 6.70% | -34.3% | -48.4% |
| US NASDAQ 100 | QQQ | 12.0% | 4.86% | -34.7% | -49.8% |
| US Dow Jones Industrial 30 | DIA | 12.0% | 7.96% | -33.2% | -44.9% |
| German DAX 40 | DAX | 10.1% | -9.71% | -59.9% | -63.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 11.6% | 3.30% | -33.5% | -44.2% |
| Hongkong Hang Seng | HSI | 8.74% | -6.64% | -43.8% | -50.6% |
| India NIFTY 50 | INDA | 14.7% | 7.29% | -36.2% | -40.9% |
| Brasil Bovespa | EWZ | 10.2% | -1.96% | -43.5% | -32.0% |
HLIO vs. Sectors HLIO is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 12.1% | 5.90% | -40.5% | -58.9% |
| Consumer Discretionary | XLY | 11.3% | 6.06% | -32.1% | -52.6% |
| Consumer Staples | XLP | 12.6% | 7.55% | -41.2% | -46.1% |
| Energy | XLE | 11.3% | 9.49% | -28.3% | -28.8% |
| Financial | XLF | 11.6% | 4.0% | -40.2% | -60.0% |
| Health Care | XLV | 16.1% | 14.0% | -29.0% | -32.6% |
| Industrial | XLI | 10.7% | 2.19% | -35.3% | -48.5% |
| Materials | XLB | 12.3% | 4.86% | -30.2% | -32.5% |
| Real Estate | XLRE | 12.6% | 3.45% | -36.7% | -52.0% |
| Technology | XLK | 11.4% | 2.83% | -32.0% | -45.5% |
| Utilities | XLU | 11.2% | 3.95% | -42.0% | -54.4% |
| Aerospace & Defense | XAR | 11.8% | 0.23% | -43.6% | -63.7% |
| Biotech | XBI | 20.3% | 7.55% | -13.2% | -24.5% |
| Homebuilder | XHB | 12.7% | 6.50% | -20.6% | -28.8% |
| Retail | XRT | 12.1% | 5.98% | -28.0% | -34.2% |