Hawaiian Electric Industries, Inc. (HE)

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

Hawaiian Electric Industries, Inc. (HE) has returned 20.65% so far this year and 35.53% over the past 12 months. Over the last ten years, HE has returned -5.04% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Nov 5, 1987, HE's average daily return is +0.03%, while the average monthly return is +0.74%. At this rate, your investment would double in approximately 7.8 years.

Historically, 58% of months were positive and 42% were negative. The best month was Jul 2024 with a return of +83.6%, while the worst month was Aug 2023 at -62.6%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 6 months.

On a daily basis, HE closed higher 48% of trading days. The best single day was Aug 28, 2023 with a return of +44.6%, while the worst single day was Aug 14, 2023 at -33.8%.

Hawaiian Electric Industries, Inc. has an annualized alpha of 4.06%, beta of 0.47, and R² of 0.10 versus S&P 500 Index. Calculated based on daily prices since November 06, 1987.

• This stock participated in 48.04% of S&P 500 Index downside but only 44.66% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.47 may look defensive, but with R² of 0.10 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 0.10 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.

HE ranks 72 for risk / return — better than 72% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for Hawaiian Electric Industries, Inc. (HE) and compare them to a chosen benchmark (S&P 500 Index).

Hawaiian Electric Industries, Inc. provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.

The table displays the monthly dividend distributions for Hawaiian Electric Industries, 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 Hawaiian Electric Industries, 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 Hawaiian Electric Industries, Inc. was 83.34%, occurring on Jul 8, 2024. The portfolio has not yet recovered.

The current Hawaiian Electric Industries, Inc. drawdown is 68.06%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Hawaiian Electric Industries, 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 Hawaiian Electric Industries, Inc. is priced in the market compared to other companies in the Utilities - Diversified industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.