Helen of Troy Limited (HELE)

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Helen of Troy Limited (HELE) is up 22.4% since the beginning of the year. At $26 per share, HELE is trading 22.9% below its 52-week high of $34. Investors who bought $1,000 worth of HELE shares 5 years ago would now be looking at an investment worth $119.

Helen of Troy Limited (HELE) has returned 22.35% so far this year and -2.73% over the past 12 months. Over the last ten years, HELE has returned -12.49% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Mar 26, 1990, HELE's average daily return is +0.06%, while the average monthly return is +1.23%. At this rate, an investment would double in approximately 4.7 years.

Historically, 54% of months were positive and 46% were negative. The best month was Apr 2026 with a return of +60.5%, while the worst month was Jul 1996 at -53.6%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 6 months.

On a daily basis, HELE closed higher 47% of trading days. The best single day was Jul 12, 2001 with a return of +36.6%, while the worst single day was Jul 5, 1996 at -48.3%.

Helen of Troy Limited has an annualized alpha of 6.29%, beta of 0.94, and R2 of 0.13 versus S&P 500 Index. Calculated based on daily prices since March 26, 1990.

• This stock participated in 124.71% of S&P 500 Index downside but only 107.99% of its upside - more exposed to losses than it benefited from rallies.
• R2 of 0.13 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.

HELE ranks 41 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 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 Helen of Troy Limited. 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 Helen of Troy Limited was 94.72%, occurring on Mar 27, 2026. The portfolio has not yet recovered.

The current Helen of Troy Limited drawdown is 90.11%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Helen of Troy Limited 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 Helen of Troy Limited is priced in the market compared to other companies in the Household & Personal Products industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.