Hercules Capital, Inc. (HCXY)

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The chart shows the growth of an initial investment of $10,000 in Hercules Capital, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Hercules Capital, Inc. (HCXY) has returned -1.26% so far this year and 4.52% over the past 12 months.

Based on dividend-adjusted daily data since Sep 27, 2018, HCXY's average daily return is +0.03%, while the average monthly return is +0.57%. At this rate, your investment would double in approximately 10.2 years.

Historically, 62% of months were positive and 38% were negative. The best month was Apr 2020 with a return of +8.1%, while the worst month was Mar 2020 at -12.8%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 3 months.

On a daily basis, HCXY closed higher 43% of trading days. The best single day was Apr 8, 2020 with a return of +12.3%, while the worst single day was Mar 12, 2020 at -9.4%.

Hercules Capital, Inc. has an annualized alpha of 5.20%, beta of 0.23, and R² of 0.07 versus S&P 500 Index. Calculated based on daily prices since September 28, 2018.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (23.75%) than losses (12.51%) — typical of diversified or defensive assets.
• Beta of 0.23 may look defensive, but with R² of 0.07 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R² of 0.07 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

HCXY ranks 60 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Hercules Capital, Inc. (HCXY) and compare them to a chosen benchmark (S&P 500 Index).

Hercules Capital, Inc. provided a 6.31% dividend yield over the last twelve months, with an annual payout of $1.56 per share.

The table displays the monthly dividend distributions for Hercules Capital, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Hercules Capital, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Hercules Capital, Inc. was 34.76%, occurring on Mar 20, 2020. Recovery took 129 trading sessions.

The current Hercules Capital, Inc. drawdown is 3.20%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Hercules Capital, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Hercules Capital, Inc. is priced in the market compared to other companies in the undefined industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.