Bank Stocks Performance Guide: Compare Returns of S&P 500 and Houlihan Lokey (HLI)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for S&P 500 and HLI | ||
|---|---|---|
| S&P 500 | HLI | |
| Start Date | Sep-01-2015 | Sep-30-2015 |
| Start Price | $2,546.84 | $17.91 |
| End Date | Jun-01-2024 | Jun-28-2024 |
| End Price | $5,277.52 | $134.86 |
| Number Monthly Prices | 106 | 106 |
| Min Date | Feb-01-2016 | Sep-30-2015 |
| Min Price | $2,503.97 | $17.91 |
| Max Date | Jun-01-2024 | Jun-28-2024 |
| Max Price | $5,277.52 | $134.86 |
| Total Return | 107.16% | 652.89% |
| Annualized Return | 8.59% | 25.68% |
| Current Value of $1,000 Purchase | $2,072 | $7,529 |
| Number Returns | 5,565 | 5,565 |
| Average Return | 27.31% | 115.06% |
| Minimum Return | -25.54% | -31.29% |
| Maximum Return | 110.77% | 652.89% |
| Number Profitable Returns | 4,941 | 5,216 |
| Percent Profitable Returns | 88.79% | 93.73% |
| Number Unprofitable Returns | 624 | 349 |
| Percent Unprofitable Returns | 11.21% | 6.27% |
| Profitable to Unprofitable Returns Ratio | 7.92 | 14.95 |
HLI Performance Table and Chart
HLI Dividend Chart
HLI Dollar-cost Average
HLI Trendline Chart
HLI Moving Average Chart
HLI Stock Return Map - See Patterns of Gains and Losses
HLI Stock Returns/Purchase Dates