Helen of Troy Limited (HELE)

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

Helen of Troy Limited (HELE) has returned -32.14% so far this year and -73.04% over the past 12 months. Over the last ten years, HELE has returned -17.92% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% 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 +1.07%. At this rate, your investment would double in approximately 5.4 years.

Historically, 54% of months were positive and 46% were negative. The best month was Jul 2001 with a return of +57.8%, 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 4.89%, beta of 0.94, and R² of 0.13 versus S&P 500 Index. Calculated based on daily prices since March 27, 1990.

• This stock participated in 124.39% of S&P 500 Index downside but only 101.63% 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 6 for risk / return — in the bottom 6% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Helen of Troy Limited (HELE) and compare them to a chosen benchmark (S&P 500 Index).

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 94.51%.

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.