HK Electric Investments and HK Electric Investments Limited (HKVTY)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

HK Electric Investments and HK Electric Investments Limited (HKVTY) is up 6.4% since the beginning of the year. At $8 per share, HKVTY is currently trading at its 52-week high. Investors who bought $1,000 worth of HKVTY shares 5 years ago would now be looking at an investment worth $1,059.

HK Electric Investments and HK Electric Investments Limited (HKVTY) has returned 6.42% so far this year and 12.96% over the past 12 months.

Based on dividend-adjusted daily data since Dec 20, 2019, HKVTY's average daily return is +0.01%, while the average monthly return is +0.26%. At this rate, an investment would double in approximately 22.2 years.

Historically, 34% of months were positive and 66% were negative. The best month was Apr 2025 with a return of +20.6%, while the worst month was Dec 2022 at -25.1%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 2 months.

On a daily basis, HKVTY closed higher 6% of trading days. The best single day was Jun 4, 2020 with a return of +17.9%, while the worst single day was Dec 27, 2022 at -25.1%.

HK Electric Investments and HK Electric Investments Limited has an annualized alpha of 2.89%, beta of 0.06, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since December 20, 2019.

• This stock participated in 31.47% of S&P 500 Index downside but only 15.14% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.06 may look defensive, but with R2 of 0.00 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 0.00 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.

HKVTY ranks 66 for risk / return — better than 66% 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.

HK Electric Investments and HK Electric Investments Limited provided a 5.24% dividend yield over the last twelve months, with an annual payout of $0.41 per share.

The table displays the monthly dividend distributions for HK Electric Investments and HK Electric Investments Limited. 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 HK Electric Investments and HK Electric Investments 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 HK Electric Investments and HK Electric Investments Limited was 42.20%, occurring on Nov 8, 2023. The portfolio has not yet recovered.

The current HK Electric Investments and HK Electric Investments Limited drawdown is 1.70%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of HK Electric Investments and HK Electric Investments 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 HK Electric Investments and HK Electric Investments Limited is priced in the market compared to other companies in the Utilities - Regulated Electric industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.