HQY YTD Return



Start date: 12/31/2025
End date: 01/16/2026
Start price/share: $91.61
End price/share: $85.37
Dividends collected/share: $0.00
HQY YTD return: -6.81%
Annualized Gain: -155.39%
Starting investment: $10,000.00
Ending investment: $9,319.00
Years: 0.04


HQY YTD return is presented with the assumption of reinvestments of any dividends on ex-date.
Use our YTD Return Calculator to compare HQY YTD return versus benchmarks:

YTD Return for S&P
YTD Return for Dow
YTD Return for Nasdaq 100
YTD Return for Russell 2000
YTD Return for Gold
YTD Return for 10 Year Treasury
YTD Return on $10,000.00
Without Dividends Reinvested Into HQY


Also see: HQY Average Annual Return
HealthEquity, Inc. is engaged in providing technology-enabled services that help consumers make healthcare savings and spending decisions. Co. uses its technology to manage consumers' tax-advantaged health savings accounts (HSAs) and other consumer-directed benefits (CDBs) offered by employers, including flexible spending accounts and health reimbursement arrangements (FSAs and HRAs), and to administer Consolidated Omnibus Budget Reconciliation Act (COBRA), commuter and other benefits. It offers a mutual fund investment platform and access to an online-only automated investment advisory service to all its members. The HQY YTD return is shown above.

The YTD Return on the HQY YTD return page and across the coverage universe of our site, is a measure of the total return for a given investment year-to-date for the current calendar year (up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely useful in the context of our country's tax system which taxes gains and income on a calendar year basis.

Thus, researching Year-To-Date Returns is good practice for investors — whether HQY YTD return or other benchmarks/peers — and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors by performing the HQY YTD return calculation (with any dividends reinvested as applicable), and to provide a coverage universe of many stocks and ETFs to be able to compare YTD returns.
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Video: Don't Forget Dividends in YTD Return!


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HealthEquity (HQY) is categorized under the Industrials sector; to help you further research YTD return performance across stocks, below are some other companies in the same sector:

HRI YTD Return
HRS YTD Return
HRT YTD Return
HSC YTD Return
HSII YTD Return
HSON YTD Return
HTLD YTD Return
HTZ YTD Return
HUBB YTD Return
HUBG YTD Return
More Industrials companies »

 

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