44/120
All 120 Win/Lose results shown below
Every strict quarterly win earns 1 point. A loss, tie, or unavailable scoring value earns 0. Gray context columns never affect the score. CEO quarterly pay is the explicitly marked annual ÷ 4 estimate.
Trailing 1 year (4 quarters): 7 wins, 5 lossesLast fetched: 4 Sept 2026
Complete point ledger
Each cell identifies the missing side explicitly. Unavailable evidence scores 0 only in Win/Lose columns; gray columns award no points.
| Quarter | Total return | Revenue growth | EPS growth | Net marginNon-scoring | Trailing P/ENon-scoring | Price/bookNon-scoring | CEO quarterly payNon-scoring | Implied DilutionNon-scoring | Implied BuybackNon-scoring |
|---|---|---|---|---|---|---|---|---|---|
| 2026-Q22/3 |
WinHLIO / S&P 38.16% / 15.20% |
LoseHLIO / S&P 13.99% / 15.00% |
WinHLIO / S&P 105.77% / 50.40% |
Non-scoringHLIO / S&P 8.01% / 15.70% | Non-scoringHLIO / S&P 38.08 / 28.47 | Non-scoringHLIO / S&P 2.87 / S&P unavailable | Non-scoringHLIO / S&P HLIO unavailable / S&P unavailable | Non-scoringHLIO / S&P HLIO unavailable / $0.00b | Non-scoringHLIO / S&P HLIO unavailable / $0.36b |
| 2026-Q12/3 |
WinHLIO / S&P 21.16% / -4.33% |
LoseHLIO / S&P 10.46% / 11.30% |
WinHLIO / S&P 63.96% / 27.70% |
Non-scoringHLIO / S&P 6.98% / 14.80% | Non-scoringHLIO / S&P 36.56 / 25.43 | Non-scoringHLIO / S&P 2.38 / S&P unavailable | Non-scoringHLIO / S&P HLIO unavailable / S&P unavailable | Non-scoringHLIO / S&P HLIO unavailable / $0.27b | Non-scoringHLIO / S&P HLIO unavailable / $0.00b |
| 2025-Q42/3 |
WinHLIO / S&P 2.79% / 2.65% |
LoseHLIO / S&P 4.12% / 9.00% |
WinHLIO / S&P 23.93% / 13.40% |
Non-scoringHLIO / S&P 5.78% / 13.20% | Non-scoringHLIO / S&P 37.34 / 28.48 | Non-scoringHLIO / S&P 1.94 / 5.39 | Non-scoringHLIO / S&P HLIO unavailable / $4.42m | Non-scoringHLIO / S&P HLIO unavailable / $0.00b | Non-scoringHLIO / S&P HLIO unavailable / $0.20b |
| 2025-Q31/3 |
WinHLIO / S&P 56.61% / 8.12% |
LoseHLIO / S&P -1.46% / 4.61% |
LoseHLIO / S&P -10.62% / 13.45% |
Non-scoringHLIO / S&P 4.18% / 11.78% | Non-scoringHLIO / S&P 51.64 / 28.13 | Non-scoringHLIO / S&P 1.90 / 5.27 | Non-scoringHLIO / S&P HLIO unavailable / $4.42m | Non-scoringHLIO / S&P HLIO unavailable / $0.11b | Non-scoringHLIO / S&P HLIO unavailable / $0.00b |
| 2025-Q21/3 |
LoseHLIO / S&P 4.33% / 10.94% |
LoseHLIO / S&P -5.41% / 4.83% |
WinHLIO / S&P 15.56% / 10.63% |
Non-scoringHLIO / S&P 4.46% / 11.45% | Non-scoringHLIO / S&P 32.01 / 27.10 | Non-scoringHLIO / S&P 1.23 / 5.01 | Non-scoringHLIO / S&P HLIO unavailable / $4.42m | Non-scoringHLIO / S&P HLIO unavailable / $0.00b | Non-scoringHLIO / S&P HLIO unavailable / $0.23b |
| 2025-Q11/3 |
LoseHLIO / S&P -27.97% / -4.27% |
LoseHLIO / S&P -5.39% / 4.98% |
WinHLIO / S&P 11.00% / 10.57% |
Non-scoringHLIO / S&P 4.70% / 11.39% | Non-scoringHLIO / S&P 28.96 / 26.23 | Non-scoringHLIO / S&P 1.22 / 4.69 | Non-scoringHLIO / S&P HLIO unavailable / $4.42m | Non-scoringHLIO / S&P HLIO unavailable / $0.00b | Non-scoringHLIO / S&P HLIO unavailable / $0.10b |
| 2024-Q40/3 |
LoseHLIO / S&P -6.24% / 2.41% |
LoseHLIO / S&P -3.55% / 5.25% |
LoseHLIO / S&P 2.63% / 6.15% |
Non-scoringHLIO / S&P 4.84% / 11.29% | Non-scoringHLIO / S&P 38.41 / 28.60 | Non-scoringHLIO / S&P 1.73 / 4.99 | Non-scoringHLIO / S&P HLIO unavailable / $4.28m | Non-scoringHLIO / S&P HLIO unavailable / $0.00b | Non-scoringHLIO / S&P HLIO unavailable / $0.08b |
| 2024-Q30/3 |
LoseHLIO / S&P 0.09% / 5.89% |
LoseHLIO / S&P -2.20% / 5.89% |
LoseHLIO / S&P -28.48% / 6.11% |
Non-scoringHLIO / S&P 4.59% / 10.87% | Non-scoringHLIO / S&P 41.63 / 28.09 | Non-scoringHLIO / S&P 1.77 / 4.94 | Non-scoringHLIO / S&P HLIO unavailable / $4.28m | Non-scoringHLIO / S&P HLIO unavailable / $0.00b | Non-scoringHLIO / S&P HLIO unavailable / $0.21b |
| 2024-Q21/3 |
WinHLIO / S&P 7.07% / 4.28% |
LoseHLIO / S&P -2.05% / 5.38% |
LoseHLIO / S&P -57.14% / 5.12% |
Non-scoringHLIO / S&P 3.59% / 10.85% | Non-scoringHLIO / S&P 53.38 / 27.64 | Non-scoringHLIO / S&P 1.83 / 4.79 | Non-scoringHLIO / S&P HLIO unavailable / $4.28m | Non-scoringHLIO / S&P HLIO unavailable / $0.00b | Non-scoringHLIO / S&P HLIO unavailable / $0.36b |
| 2024-Q10/3 |
LoseHLIO / S&P -1.26% / 10.56% |
LoseHLIO / S&P -2.76% / 5.71% |
LoseHLIO / S&P -60.16% / 5.59% |
Non-scoringHLIO / S&P 3.94% / 10.81% | Non-scoringHLIO / S&P 45.10 / 27.02 | Non-scoringHLIO / S&P 1.73 / 4.71 | Non-scoringHLIO / S&P HLIO unavailable / $4.28m | Non-scoringHLIO / S&P HLIO unavailable / $0.00b | Non-scoringHLIO / S&P HLIO unavailable / $0.12b |
| 2023-Q40/3 |
LoseHLIO / S&P -18.12% / 11.69% |
LoseHLIO / S&P -5.62% / 6.81% |
LoseHLIO / S&P -62.38% / 7.78% |
Non-scoringHLIO / S&P 4.50% / 11.19% | Non-scoringHLIO / S&P 39.92 / 24.35 | Non-scoringHLIO / S&P 1.76 / 4.31 | Non-scoringHLIO / S&P HLIO unavailable / $4.08m | Non-scoringHLIO / S&P HLIO unavailable / $0.00b | Non-scoringHLIO / S&P HLIO unavailable / $0.01b |
| 2023-Q30/3 |
LoseHLIO / S&P -15.94% / -3.27% |
LoseHLIO / S&P -7.60% / 7.52% |
LoseHLIO / S&P -50.78% / -5.03% |
Non-scoringHLIO / S&P 6.17% / 10.84% | Non-scoringHLIO / S&P 35.41 / 23.93 | Non-scoringHLIO / S&P 2.17 / 3.98 | Non-scoringHLIO / S&P HLIO unavailable / $4.08m | Non-scoringHLIO / S&P HLIO unavailable / $0.00b | Non-scoringHLIO / S&P HLIO unavailable / $0.24b |
| 2023-Q20/3 |
LoseHLIO / S&P 1.19% / 8.74% |
LoseHLIO / S&P -8.57% / 9.50% |
LoseHLIO / S&P -38.78% / -8.57% |
Non-scoringHLIO / S&P 8.13% / 10.88% | Non-scoringHLIO / S&P 31.79 / 24.01 | Non-scoringHLIO / S&P 2.57 / 4.19 | Non-scoringHLIO / S&P HLIO unavailable / $4.08m | Non-scoringHLIO / S&P HLIO unavailable / $0.00b | Non-scoringHLIO / S&P HLIO unavailable / $0.17b |
| 2023-Q11/3 |
WinHLIO / S&P 20.33% / 7.50% |
LoseHLIO / S&P -5.17% / 10.77% |
LoseHLIO / S&P -27.46% / -15.69% |
Non-scoringHLIO / S&P 9.53% / 10.82% | Non-scoringHLIO / S&P 26.06 / 22.66 | Non-scoringHLIO / S&P 2.64 / 3.93 | Non-scoringHLIO / S&P HLIO unavailable / $4.08m | Non-scoringHLIO / S&P HLIO unavailable / $0.00b | Non-scoringHLIO / S&P HLIO unavailable / $0.13b |
| 2022-Q42/3 |
WinHLIO / S&P 7.78% / 7.56% |
LoseHLIO / S&P 1.86% / 11.88% |
WinHLIO / S&P -5.90% / -17.99% |
Non-scoringHLIO / S&P 11.11% / 11.09% | Non-scoringHLIO / S&P 18.04 / 22.65 | Non-scoringHLIO / S&P 2.23 / 3.75 | Non-scoringHLIO / S&P HLIO unavailable / $3.70m | Non-scoringHLIO / S&P HLIO unavailable / $0.00b | Non-scoringHLIO / S&P HLIO unavailable / $0.15b |
| 2022-Q30/3 |
LoseHLIO / S&P -23.52% / -4.88% |
LoseHLIO / S&P 12.95% / 13.47% |
LoseHLIO / S&P HLIO unavailable / -1.41% |
Non-scoringHLIO / S&P 11.52% / 12.28% | Non-scoringHLIO / S&P 15.76 / 20.58 | Non-scoringHLIO / S&P 2.19 / 3.60 | Non-scoringHLIO / S&P HLIO unavailable / $3.70m | Non-scoringHLIO / S&P HLIO unavailable / $0.00b | Non-scoringHLIO / S&P HLIO unavailable / $0.17b |
| 2022-Q21/3 |
LoseHLIO / S&P -17.35% / -16.10% |
WinHLIO / S&P 31.41% / 13.71% |
LoseHLIO / S&P HLIO unavailable / 11.04% |
Non-scoringHLIO / S&P 12.11% / 13.03% | Non-scoringHLIO / S&P 18.84 / 20.28 | Non-scoringHLIO / S&P 2.82 / 3.78 | Non-scoringHLIO / S&P HLIO unavailable / $3.70m | Non-scoringHLIO / S&P HLIO unavailable / $0.00b | Non-scoringHLIO / S&P HLIO unavailable / $0.17b |
| 2022-Q11/3 |
LoseHLIO / S&P -23.63% / -4.60% |
WinHLIO / S&P 51.22% / 15.97% |
LoseHLIO / S&P HLIO unavailable / 42.23% |
Non-scoringHLIO / S&P 12.43% / 14.22% | Non-scoringHLIO / S&P 22.73 / 22.19 | Non-scoringHLIO / S&P 3.48 / 4.51 | Non-scoringHLIO / S&P HLIO unavailable / $3.70m | Non-scoringHLIO / S&P HLIO unavailable / $0.00b | Non-scoringHLIO / S&P HLIO unavailable / $0.20b |
| 2021-Q42/3 |
WinHLIO / S&P 28.22% / 11.03% |
WinHLIO / S&P 66.19% / 15.00% |
LoseHLIO / S&P HLIO unavailable / 96.40% |
Non-scoringHLIO / S&P 12.03% / 15.13% | Non-scoringHLIO / S&P 32.58 / 23.63 | Non-scoringHLIO / S&P 4.81 / 4.73 | Non-scoringHLIO / S&P HLIO unavailable / $3.63m | Non-scoringHLIO / S&P HLIO unavailable / $0.00b | Non-scoringHLIO / S&P HLIO unavailable / $0.13b |
| 2021-Q32/3 |
WinHLIO / S&P 5.32% / 0.58% |
WinHLIO / S&P 61.47% / 10.77% |
LoseHLIO / S&P HLIO unavailable / 69.42% |
Non-scoringHLIO / S&P 10.78% / 14.13% | Non-scoringHLIO / S&P 30.83 / 25.35 | Non-scoringHLIO / S&P 3.88 / 4.38 | Non-scoringHLIO / S&P HLIO unavailable / $3.63m | Non-scoringHLIO / S&P HLIO unavailable / $0.00b | Non-scoringHLIO / S&P HLIO unavailable / $0.19b |
| 2021-Q21/3 |
LoseHLIO / S&P 7.24% / 8.55% |
WinHLIO / S&P 37.00% / 6.58% |
LoseHLIO / S&P HLIO unavailable / 51.81% |
Non-scoringHLIO / S&P 10.22% / 13.34% | Non-scoringHLIO / S&P 34.84 / 26.70 | Non-scoringHLIO / S&P 3.80 / 4.43 | Non-scoringHLIO / S&P HLIO unavailable / $3.63m | Non-scoringHLIO / S&P HLIO unavailable / $0.00b | Non-scoringHLIO / S&P HLIO unavailable / $0.11b |
| 2021-Q12/3 |
WinHLIO / S&P 36.97% / 6.17% |
WinHLIO / S&P 11.37% / -1.06% |
LoseHLIO / S&P HLIO unavailable / 7.39% |
Non-scoringHLIO / S&P 9.03% / 11.60% | Non-scoringHLIO / S&P 43.54 / 30.50 | Non-scoringHLIO / S&P 3.76 / 4.23 | Non-scoringHLIO / S&P HLIO unavailable / $3.63m | Non-scoringHLIO / S&P HLIO unavailable / $0.00b | Non-scoringHLIO / S&P HLIO unavailable / $0.10b |
| 2020-Q41/3 |
WinHLIO / S&P 46.76% / 12.15% |
LoseHLIO / S&P -5.71% / -3.72% |
LoseHLIO / S&P HLIO unavailable / -33.42% |
Non-scoringHLIO / S&P 2.72% / 8.86% | Non-scoringHLIO / S&P 120.54 / 39.26 | Non-scoringHLIO / S&P 2.82 / 4.05 | Non-scoringHLIO / S&P HLIO unavailable / $3.17m | Non-scoringHLIO / S&P HLIO unavailable / $0.00b | Non-scoringHLIO / S&P HLIO unavailable / $0.01b |
| 2020-Q30/3 |
LoseHLIO / S&P -2.05% / 8.93% |
LoseHLIO / S&P -12.36% / -2.04% |
LoseHLIO / S&P HLIO unavailable / -27.10% |
Non-scoringHLIO / S&P 4.52% / 9.24% | Non-scoringHLIO / S&P 51.37 / 34.27 | Non-scoringHLIO / S&P 1.96 / 3.65 | Non-scoringHLIO / S&P HLIO unavailable / $3.17m | Non-scoringHLIO / S&P HLIO unavailable / $0.02b | Non-scoringHLIO / S&P HLIO unavailable / $0.00b |
| 2020-Q20/3 |
LoseHLIO / S&P -1.51% / 20.54% |
LoseHLIO / S&P -9.29% / -0.46% |
LoseHLIO / S&P HLIO unavailable / -27.11% |
Non-scoringHLIO / S&P 4.35% / 9.37% | Non-scoringHLIO / S&P 0.05 / 31.29 | Non-scoringHLIO / S&P 0.00 / 3.44 | Non-scoringHLIO / S&P HLIO unavailable / $3.17m | Non-scoringHLIO / S&P HLIO unavailable / $0.00b | Non-scoringHLIO / S&P HLIO unavailable / $0.03b |
| 2020-Q11/3 |
WinHLIO / S&P -17.82% / -19.60% |
LoseHLIO / S&P -3.64% / 3.47% |
LoseHLIO / S&P HLIO unavailable / -14.75% |
Non-scoringHLIO / S&P 4.96% / 10.68% | Non-scoringHLIO / S&P 0.04 / 22.80 | Non-scoringHLIO / S&P 0.00 / 2.92 | Non-scoringHLIO / S&P HLIO unavailable / $3.17m | Non-scoringHLIO / S&P HLIO unavailable / $0.00b | Non-scoringHLIO / S&P HLIO unavailable / $0.05b |
| 2019-Q42/3 |
WinHLIO / S&P 14.22% / 9.07% |
WinHLIO / S&P 9.18% / 5.36% |
LoseHLIO / S&P HLIO unavailable / 2.99% |
Non-scoringHLIO / S&P 10.87% / 12.81% | Non-scoringHLIO / S&P 24.19 / 22.78 | Non-scoringHLIO / S&P 2.52 / 3.53 | Non-scoringHLIO / S&P HLIO unavailable / $3.08m | Non-scoringHLIO / S&P HLIO unavailable / $0.00b | Non-scoringHLIO / S&P HLIO unavailable / $0.05b |
| 2019-Q31/3 |
LoseHLIO / S&P -12.41% / 1.70% |
WinHLIO / S&P 25.14% / 5.02% |
LoseHLIO / S&P HLIO unavailable / 0.21% |
Non-scoringHLIO / S&P 11.08% / 12.41% | Non-scoringHLIO / S&P 20.68 / 22.44 | Non-scoringHLIO / S&P 2.33 / 3.30 | Non-scoringHLIO / S&P HLIO unavailable / $3.08m | Non-scoringHLIO / S&P HLIO unavailable / $0.00b | Non-scoringHLIO / S&P HLIO unavailable / $0.09b |
| 2019-Q21/3 |
LoseHLIO / S&P -0.03% / 4.30% |
WinHLIO / S&P 39.35% / 6.64% |
LoseHLIO / S&P HLIO unavailable / 8.65% |
Non-scoringHLIO / S&P 10.91% / 12.79% | Non-scoringHLIO / S&P 24.09 / 21.37 | Non-scoringHLIO / S&P 2.66 / 3.32 | Non-scoringHLIO / S&P HLIO unavailable / $3.08m | Non-scoringHLIO / S&P HLIO unavailable / $0.00b | Non-scoringHLIO / S&P HLIO unavailable / $0.27b |
| 2019-Q12/3 |
WinHLIO / S&P 40.51% / 13.65% |
WinHLIO / S&P 55.40% / 8.12% |
LoseHLIO / S&P HLIO unavailable / 14.29% |
Non-scoringHLIO / S&P 9.19% / 12.97% | Non-scoringHLIO / S&P 29.05 / 20.86 | Non-scoringHLIO / S&P 2.75 / 3.26 | Non-scoringHLIO / S&P HLIO unavailable / $3.08m | Non-scoringHLIO / S&P HLIO unavailable / $0.00b | Non-scoringHLIO / S&P HLIO unavailable / $34.35b |
| 2018-Q41/3 |
LoseHLIO / S&P -39.31% / -13.52% |
WinHLIO / S&P 48.19% / 9.05% |
LoseHLIO / S&P HLIO unavailable / 18.23% |
Non-scoringHLIO / S&P 9.20% / 13.10% | Non-scoringHLIO / S&P 22.82 / 19.39 | Non-scoringHLIO / S&P 2.01 / 2.94 | Non-scoringHLIO / S&P HLIO unavailable / $3.00m | Non-scoringHLIO / S&P HLIO unavailable / $0.01b | Non-scoringHLIO / S&P HLIO unavailable / $0.00b |
| 2018-Q32/3 |
WinHLIO / S&P 13.89% / 7.71% |
WinHLIO / S&P 46.97% / 10.21% |
LoseHLIO / S&P HLIO unavailable / 19.06% |
Non-scoringHLIO / S&P 7.29% / 13.01% | Non-scoringHLIO / S&P 52.93 / 22.25 | Non-scoringHLIO / S&P 3.32 / 3.45 | Non-scoringHLIO / S&P HLIO unavailable / $3.00m | Non-scoringHLIO / S&P HLIO unavailable / $0.00b | Non-scoringHLIO / S&P HLIO unavailable / $0.17b |
| 2018-Q21/3 |
LoseHLIO / S&P -9.87% / 3.43% |
WinHLIO / S&P 52.62% / 9.03% |
LoseHLIO / S&P HLIO unavailable / 14.46% |
Non-scoringHLIO / S&P 8.08% / 12.56% | Non-scoringHLIO / S&P 46.48 / 22.49 | Non-scoringHLIO / S&P 3.03 / 3.25 | Non-scoringHLIO / S&P HLIO unavailable / $3.00m | Non-scoringHLIO / S&P HLIO unavailable / $0.00b | Non-scoringHLIO / S&P HLIO unavailable / $0.19b |
| 2018-Q11/3 |
LoseHLIO / S&P -17.09% / -0.76% |
WinHLIO / S&P 57.88% / 7.68% |
LoseHLIO / S&P HLIO unavailable / 12.46% |
Non-scoringHLIO / S&P 9.27% / 12.27% | Non-scoringHLIO / S&P 50.87 / 23.41 | Non-scoringHLIO / S&P 3.22 / 3.17 | Non-scoringHLIO / S&P HLIO unavailable / $3.00m | Non-scoringHLIO / S&P HLIO unavailable / $0.00b | Non-scoringHLIO / S&P HLIO unavailable / $0.08b |
| 2017-Q42/3 |
WinHLIO / S&P 19.99% / 6.64% |
WinHLIO / S&P 74.09% / 7.03% |
LoseHLIO / S&P HLIO unavailable / 13.82% |
Non-scoringHLIO / S&P 9.20% / 12.09% | Non-scoringHLIO / S&P 55.50 / 24.25 | Non-scoringHLIO / S&P 6.42 / 3.23 | Non-scoringHLIO / S&P HLIO unavailable / $2.92m | Non-scoringHLIO / S&P HLIO unavailable / $0.00b | Non-scoringHLIO / S&P HLIO unavailable / $0.05b |
| 2017-Q32/3 |
WinHLIO / S&P 26.55% / 4.48% |
WinHLIO / S&P 61.24% / 5.68% |
LoseHLIO / S&P HLIO unavailable / 17.57% |
Non-scoringHLIO / S&P 10.34% / 12.04% | Non-scoringHLIO / S&P 45.80 / 23.28 | Non-scoringHLIO / S&P 5.44 / 3.08 | Non-scoringHLIO / S&P HLIO unavailable / $2.92m | Non-scoringHLIO / S&P HLIO unavailable / $0.00b | Non-scoringHLIO / S&P HLIO unavailable / $0.11b |
| 2017-Q22/3 |
WinHLIO / S&P 18.42% / 3.09% |
WinHLIO / S&P 36.89% / 4.83% |
LoseHLIO / S&P HLIO unavailable / 17.74% |
Non-scoringHLIO / S&P 9.63% / 11.96% | Non-scoringHLIO / S&P 45.08 / 23.40 | Non-scoringHLIO / S&P 4.50 / 3.03 | Non-scoringHLIO / S&P HLIO unavailable / $2.92m | Non-scoringHLIO / S&P HLIO unavailable / $0.00b | Non-scoringHLIO / S&P HLIO unavailable / $0.08b |
| 2017-Q11/3 |
LoseHLIO / S&P -9.38% / 6.07% |
WinHLIO / S&P 15.14% / 3.67% |
LoseHLIO / S&P HLIO unavailable / 13.32% |
Non-scoringHLIO / S&P 11.14% / 11.75% | Non-scoringHLIO / S&P 38.58 / 23.60 | Non-scoringHLIO / S&P 3.95 / 3.01 | Non-scoringHLIO / S&P HLIO unavailable / $2.92m | Non-scoringHLIO / S&P HLIO unavailable / $0.00b | Non-scoringHLIO / S&P HLIO unavailable / $20.24b |
| 2016-Q41/3 |
WinHLIO / S&P 24.14% / 3.82% |
LoseHLIO / S&P -1.89% / 2.09% |
LoseHLIO / S&P -29.60% / 7.05% |
Non-scoringHLIO / S&P 11.83% / 11.37% | Non-scoringHLIO / S&P 46.20 / 23.76 | Non-scoringHLIO / S&P 4.55 / 2.91 | Non-scoringHLIO / S&P HLIO unavailable / $2.88m | Non-scoringHLIO / S&P HLIO unavailable / $0.00b | Non-scoringHLIO / S&P HLIO unavailable / $1.11b |
| 2016-Q31/3 |
WinHLIO / S&P 9.01% / 3.85% |
LoseHLIO / S&P -9.41% / 0.20% |
LoseHLIO / S&P -34.03% / -3.15% |
Non-scoringHLIO / S&P 13.22% / 10.82% | Non-scoringHLIO / S&P 34.36 / 24.22 | Non-scoringHLIO / S&P 3.63 / 2.78 | Non-scoringHLIO / S&P HLIO unavailable / $2.88m | Non-scoringHLIO / S&P HLIO unavailable / $0.00b | Non-scoringHLIO / S&P HLIO unavailable / $0.16b |
Dividend-reinvested, split-adjusted total return
1Y · 2025-08-29 to 2026-08-27
| Metric | HLIO total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 38.11% | 20.78% |
| Annualized return | 38.11% | 20.78% |
5Y · 2021-09-01 to 2026-08-27
| Metric | HLIO total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | -7.74% | 83.14% |
| Annualized return | -1.60% | 12.86% |
10Y · 2016-09-01 to 2026-08-27
| Metric | HLIO total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 161.42% | 319.30% |
| Annualized return | 10.09% | 15.41% |
Calculation rules
- window
- Latest 40 completed benchmark quarters; unavailable issuer evidence remains visible and scores 0.
- return Basis
- Issuer adjusted close reinvests distributions and normalizes splits; the S&P 500 Total Return Index is the direct benchmark.
- point Rule
- Strict same-quarter win = 1. Loss, tie or unavailable evidence = 0. No partial or subjective points.
- frequency
- Quarter endpoints only.
- fundamentals
- Trailing-four-quarter issuer revenue and EPS growth use the issuer's normalized government-filed facts.
- non Scoring
- Net margin, P/E, P/B and other gray context columns never enter the score.
Snapshot captured 2026-09-04.