Check historical price trends and seasonality for HealthEquity (HQY).
HealthEquity (HQY) average YTD return over the past 10 years is +17.35%.
Over the past 10 years, the return for the specified period (May 20 for 30 days) is +7.94%.
6 wins 1 losses with a win rate of 85.71%.
1) Overview:
HealthEquity (HQY) demonstrates a strong bullish tendency throughout the year, particularly from January through early July. The stock tends to rise steadily from January, reaching a peak around June 08 with an average gain of +23.2%. Following this peak, the stock experiences a period of consolidation and slight pullback through August, before resuming its upward trend into the fall, culminating in a significant peak around November 11 with an impressive +29.5%. The year typically concludes with a decline from mid-November through early December, followed by a rebound to finish the year around December 31 at +17.3%.
2) Buy-the-dip points:
Several potential buying opportunities emerge throughout the year. After the strong run-up through June, a pullback occurs during the summer months, specifically from mid-June through August. This dip could represent a chance to enter or add to a position, anticipating a rebound in September. Another, potentially more significant, buying opportunity arises in December, as the stock tends to decline from its November peak. This pullback offers a chance to buy before the stock potentially resumes its upward trajectory into the new year.
3) Summary:
Based on historical seasonality, a strategic approach to investing in HealthEquity (HQY) might involve accumulating shares during pullback periods in the summer and December. Consider initiating or increasing positions during these dips, anticipating a continuation of the stock's overall bullish trend. The most opportune entry points appear to be during the summer months and in December, before the stock potentially rallies towards its November peak and year-end, respectively.
| Year | Start Date | Start Price | End Date | End Price | Return | Rate (%) |
|---|---|---|---|---|---|---|
| 2025 | 2025-05-20 | 101.1800 | 2025-06-18 | 102.0000 | 0.8200 | 0.81 |
| 2024 | 2024-05-20 | 79.4000 | 2024-06-18 | 84.7400 | 5.3400 | 6.73 |
| 2022 | 2022-05-20 | 59.2300 | 2022-06-18 | 68.5300 | 9.3000 | 15.70 |
| 2021 | 2021-05-20 | 78.0800 | 2021-06-18 | 77.3700 | -0.7100 | -0.91 |
| 2020 | 2020-05-20 | 56.5200 | 2020-06-18 | 61.2400 | 4.7200 | 8.35 |
| 2019 | 2019-05-20 | 68.9300 | 2019-06-18 | 69.6400 | 0.7100 | 1.03 |
| 2016 | 2016-05-20 | 23.4700 | 2016-06-18 | 29.0800 | 5.6100 | 23.90 |
| Avg | 66.6871 | 70.3714 | 3.68 | 7.94 |
| Day \ Month | Jan Total +6.83% | Feb Total +5.75% | Mar Total -3.14% | Apr Total +1.48% | May Total +5.84% | Jun Total +4.72% | Jul Total -1.87% | Aug Total +0.07% | Sep Total +4.28% | Oct Total +0.65% | Nov Total +6.56% | Dec Total -8.01% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Avg -0.18% | 0.00% | -0.16% | -0.02% | -1.29% | +0.02% | +0.96% | -0.73% | -0.61% | +0.02% | -0.71% | +0.44% | -0.05% |
| 2 Avg -0.08% | -0.31% | -0.60% | -0.03% | +0.32% | +0.46% | +1.74% | -0.20% | -1.24% | +0.39% | -0.45% | -0.65% | -0.39% |
| 3 Avg -0.48% | +0.06% | -0.63% | -1.45% | -1.63% | -0.66% | -1.54% | -0.39% | +0.32% | +0.03% | +0.37% | +0.26% | -0.48% |
| 4 Avg +0.15% | +0.86% | +1.12% | +0.10% | -0.43% | +0.59% | +1.62% | 0.00% | -0.67% | +0.24% | -0.15% | -0.46% | -1.06% |
| 5 Avg +0.38% | -0.17% | -0.38% | +0.52% | +0.19% | +1.00% | +1.64% | +0.79% | +0.07% | -0.36% | +0.23% | +0.73% | +0.24% |
| 6 Avg +0.22% | +0.31% | +0.47% | -1.18% | +1.36% | -0.50% | +1.17% | +0.66% | +0.48% | +0.21% | -0.15% | +1.35% | -1.53% |
| 7 Avg +0.07% | -0.95% | -0.05% | +0.12% | +0.35% | +0.57% | +1.55% | +0.26% | +0.66% | +0.55% | +0.35% | +0.55% | -3.07% |
| 8 Avg +0.27% | +0.61% | +1.58% | -0.85% | +0.61% | -0.16% | +0.87% | +0.46% | +0.66% | +0.16% | 0.00% | +0.11% | -0.75% |
| 9 Avg -0.10% | +0.07% | -0.43% | -1.17% | +0.65% | -0.13% | -1.50% | -0.46% | -1.47% | +0.91% | +0.26% | +3.09% | -1.08% |
| 10 Avg +0.10% | +2.48% | +1.16% | -1.00% | +0.44% | -0.34% | +0.08% | -0.49% | +0.37% | -1.48% | -0.62% | +0.93% | -0.38% |
| 11 Avg -0.17% | +0.07% | -0.06% | -0.51% | -0.29% | -0.79% | -1.04% | -0.65% | +0.54% | -0.24% | +0.25% | +0.43% | +0.23% |
| 12 Avg +0.04% | +0.60% | +1.14% | -0.20% | +0.08% | +0.20% | -0.52% | +0.14% | -0.67% | +0.22% | +0.47% | -1.29% | +0.32% |
| 13 Avg +0.06% | -0.06% | +0.35% | +0.44% | -0.34% | +0.01% | +0.95% | -0.44% | -0.02% | +0.98% | -0.05% | -0.29% | -0.77% |
| 14 Avg +0.22% | +0.75% | +0.75% | +1.95% | +0.36% | +0.25% | -0.15% | -0.16% | -0.21% | +0.22% | -0.43% | +0.11% | -0.76% |
| 15 Avg +0.02% | -0.61% | +0.58% | -0.21% | -0.37% | +0.32% | +0.31% | +0.21% | +0.40% | -0.47% | -0.10% | -0.19% | +0.31% |
| 16 Avg -0.09% | +0.65% | 0.00% | -1.12% | -0.47% | -0.14% | +0.07% | +0.60% | -0.34% | +0.24% | +0.62% | -0.27% | -0.96% |
| 17 Avg -0.10% | +0.06% | -0.88% | -0.67% | +0.03% | +0.53% | +0.11% | +0.29% | -1.19% | +0.03% | +0.74% | +0.20% | -0.44% |
| 18 Avg +0.23% | +0.57% | +0.16% | +0.29% | +0.06% | +1.03% | +0.07% | -0.11% | -0.28% | +0.07% | -0.10% | +0.04% | +0.95% |
| 19 Avg +0.03% | -0.09% | +1.43% | -1.07% | +0.38% | -0.10% | +0.08% | -0.54% | -0.08% | +0.97% | 0.00% | -1.23% | +0.64% |
| 20 Avg +0.01% | -0.20% | +0.34% | +0.75% | +0.73% | +0.86% | -0.53% | -0.26% | -0.84% | +0.04% | +0.08% | -0.14% | -0.67% |
| 21 Avg +0.28% | +0.73% | -0.23% | +0.39% | -1.06% | +0.23% | +0.32% | -0.14% | +1.19% | -0.16% | +0.41% | +0.93% | +0.78% |
| 22 Avg +0.01% | +0.79% | -0.97% | -1.62% | +1.24% | +0.31% | -0.28% | -0.17% | -0.89% | +0.82% | +0.81% | -0.04% | +0.11% |
| 23 Avg +0.25% | -0.16% | +0.79% | -0.35% | +0.88% | -0.14% | +0.16% | +0.32% | +0.15% | -0.22% | +0.35% | +0.56% | +0.60% |
| 24 Avg +0.05% | +0.69% | +0.06% | +1.35% | +0.07% | +0.21% | -0.52% | -0.30% | +0.20% | -0.82% | -1.17% | +1.02% | -0.17% |
| 25 Avg +0.29% | +1.02% | -0.82% | +0.96% | -0.75% | +0.83% | -0.43% | +0.70% | +0.09% | +0.69% | +0.73% | +0.48% | 0.00% |
| 26 Avg +0.20% | +0.61% | +0.19% | +0.63% | +0.71% | +0.46% | -1.09% | +0.49% | +0.31% | -0.04% | -0.24% | -0.74% | +1.14% |
| 27 Avg +0.09% | -0.37% | +0.83% | -0.71% | +0.56% | +1.46% | +0.09% | -1.08% | +0.66% | +1.15% | -1.02% | -0.24% | -0.28% |
| 28 Avg +0.01% | -0.94% | -0.01% | -0.46% | +0.32% | -0.18% | +1.07% | -0.24% | +0.37% | +0.07% | -0.13% | +0.59% | -0.29% |
| 29 Avg +0.19% | +0.38% | - | +0.92% | +0.70% | -0.30% | -0.27% | -0.12% | +1.30% | -0.34% | -0.20% | +0.35% | -0.39% |
| 30 Avg -0.11% | -0.46% | - | +0.49% | -1.92% | +0.27% | -0.28% | -0.21% | +0.59% | +0.41% | -0.03% | -0.05% | -0.07% |
| 31 Avg +0.14% | -0.15% | - | +0.56% | - | -0.34% | - | -0.11% | +0.19% | - | +0.55% | - | +0.27% |
| Rank | Stock | Avg Return (%) | Wins | Losses |
|---|
