HealthEquity provides technology-enabled services that enable consumers to make healthcare saving and spending decisions. Co.'s product and services include: health savings accounts, which is a tax-exempt trust or custodial account managed by a bank custodian or a non-bank custodian; Investment platform and advisory services, which provides a mutual fund investment platform and access to an online-only automated investment advisory services; and Healthcare flexible spending accounts, which are employer-sponsored consumer-directed benefits that enable employees to set aside pre-tax dollars to pay for eligible healthcare expenses that are not generally covered by insurance. The HQY average annual return since 2014 is shown above.
The Average Annual Return on the HQY average annual return since 2014 page and across the coverage universe of our site,
is a measure of the annualized return over the past ten years (or specified start date) for a given investment
(up to the end of prior trading session recorded). Arguably, choosing ten years for a measurement
period is on the one hand completely arbitrary, but on the other hand provides a sufficiently long window
to capture long-term trends.
Thus, researching Average Annual Returns is good practice for investors — whether HQY average annual return since 2014 or other benchmarks/peers
— and when doing so it is also important to factor in dividends, because a financial instrument's annualized 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 average annual return calculation with any dividends reinvested as applicable (on ex-dates).
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