The total return over the past 12 months is -3.01% vs. +16.94% for the S&P 500. So far it's up +20.66% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | (3.01%) | (37.92%) | (34.93%) | (11.45%) | (0.63%) | +0.89% |
| Total Return CAGR | (3.01%) | (37.92%) | (34.93%) | (11.45%) | (0.63%) | +0.89% |
| Revenue CAGR | (2.45%) | (3.78%) | (3.92%) | +1.61% | +4.88% | +5.76% |
| Net Income CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| EPS CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Free Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | (23.30%) | (32.68%) | (6.61%) | (5.11%) | +1.71% | +3.23% |
| Dividends CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Helen of Troy Limited (HELE)
| Year | Start price | End price | HELE Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $21.25 | $25.64 | +20.66% | +14.51% | +6.15% |
| 2025 | $59.83 | $21.25 | (64.48%) | +17.72% | (82.20%) |
| 2024 | $120.81 | $59.83 | (50.48%) | +24.89% | (75.37%) |
| 2023 | $110.91 | $120.81 | +8.93% | +26.19% | (17.26%) |
| 2022 | $244.47 | $110.91 | (54.63%) | (18.17%) | (36.46%) |
| 2021 | $222.19 | $244.47 | +10.03% | +28.74% | (18.71%) |
| 2020 | $179.79 | $222.19 | +23.58% | +18.37% | +5.21% |
| 2019 | $131.18 | $179.79 | +37.06% | +31.22% | +5.84% |
| 2018 | $96.35 | $131.18 | +36.15% | (4.56%) | +40.71% |
| 2017 | $84.45 | $96.35 | +14.09% | +21.70% | (7.61%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
