# Helen of Troy Limited (HELE) vs State Street SPDR S&P 500 ETF Trust (SPY) · total-return overlay

LOPJLB holding-return compare (5Y). Dividends and splits. Each path starts at 0% from the first adjusted close in the window.

Helen of Troy Limited (HELE) vs State Street SPDR S&P 500 ETF Trust (SPY) total return over 5Y: HELE -88.89%, SPY +88.93%. Regime HELE BEAR · SPY BULL. As of Oct 5, 2026. Research only.

- Interactive: https://www.lopjlb.com/vs/HELE/SPY
- API: `GET /bff/api/bigfive/compare-series?symbols=HELE%2CSPY&range=5y`

## Window

| Symbol | Window % | Worst drawdown | YTD |
|---|---:|---:|---:|
| HELE | -88.89% | -94.55% | +24.41% |
| SPY | +88.93% | -24.49% | +14.31% |

## Periods (calendar lookback)

| Symbol | 1Y | 2Y | 3Y | 5Y |
|---|---:|---:|---:|---:|
| HELE | -2.58% | -58.58% | -76.08% | -88.89% |
| SPY | +16.62% | +39.61% | +89.28% | +88.93% |

## Annual

| Year | HELE | SPY |
|---|---:|---:|
| YTD | +24.41% | +14.31% |
| 2025 | -64.30% | +18.01% |
| 2024 | -50.99% | +25.59% |
| 2023 | +9.05% | +26.73% |
| 2022 | -54.68% | -18.64% |
| 2021 | +5.89% | +8.66% |

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Research context only. Not personalized investment advice.