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 stock yearly return is shown above.
The yearly return on the HQY stock yearly return page and across the coverage universe of our site,
is a measure of the annual return over the calendar year 2023 for the given stock.
When performing this calculation it is important to factor in dividends, because a financial instrument's annual return is
more than just the change in price if that instrument pays a dividend or coupon.
One way to factor dividends into the return is simply to count them as cash — we don't do
that here. Instead, our website aims to empower investors
by performing the HQY annual return calculation with any dividends reinvested as applicable (on ex-dates).
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