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 | $2,581.86 | $17.91 |
| End Date | Jul-01-2024 | Jul-02-2024 |
| End Price | $5,475.09 | $134.11 |
| Number Monthly Prices | 107 | 107 |
| Min Date | Feb-01-2016 | Sep-30-2015 |
| Min Price | $2,503.97 | $17.91 |
| Max Date | Jul-01-2024 | Jun-28-2024 |
| Max Price | $5,475.09 | $134.86 |
| Total Return | 114.91% | 648.71% |
| Annualized Return | 8.96% | 25.33% |
| Current Value of $1,000 Purchase | $2,149 | $7,487 |
| Number Returns | 5,671 | 5,671 |
| Average Return | 27.73% | 116.85% |
| Minimum Return | -25.54% | -31.29% |
| Maximum Return | 118.66% | 652.89% |
| Number Profitable Returns | 5,047 | 5,320 |
| Percent Profitable Returns | 89.00% | 93.81% |
| Number Unprofitable Returns | 624 | 351 |
| Percent Unprofitable Returns | 11.00% | 6.19% |
| Profitable to Unprofitable Returns Ratio | 8.09 | 15.16 |
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