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.

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

HK Electric Investments and HK Electric Investments Limited (HKVTY) has returned 0.00% so far this year and 28.06% 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 +0.19%. At this rate, your investment would double in approximately 30.4 years.

Historically, 36% of months were positive and 64% 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 1.99%, beta of 0.06, and R² of 0.00 versus S&P 500 Index. Calculated based on daily prices since December 27, 2019.

• This stock participated in 35.46% of S&P 500 Index downside but only 15.32% 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 83 for risk / return — in the top 83% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for HK Electric Investments and HK Electric Investments Limited (HKVTY) and compare them to a chosen benchmark (S&P 500 Index).

HK Electric Investments and HK Electric Investments Limited provided a 5.44% 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 7.63%.

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.