Performance analysis of Heritage Financial (HFWA)
Annual Return
Over the past 3 years, HFWA has had an average annual return of +25.52%, outperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, HFWA has had an average annual return of +10.60%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, HFWA has had an average annual return of +9.39%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, HFWA has had an average annual return of +8.30%, underperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +30.94% | +0.56% | +19.72% | -26.88% | +29.31% | +7.87% | -14.03% | -2.01% | -1.64% | +21.89% | +42.30% | +10.63% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +5.74% | +19.67% | +23.74% | -6.82% | +1.01% | +13.45% | -35.25% | -16.89% | +4.75% | +13.94% | +5.98% | +24.07% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +54.32% | +21.60% | +22.62% | +1.47% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +10.17% | +2.32% | -1.55% | +5.85% | -0.12% | +8.70% | +2.67% | +30.94% | |||||
| 2025 | +4.90% | -0.76% | -3.72% | -6.21% | +3.52% | +1.97% | -5.45% | +9.59% | -1.02% | -8.27% | +9.04% | -1.21% | +0.56% |
| 2024 | -5.80% | -7.77% | +5.67% | -8.51% | +3.45% | -0.55% | +28.51% | -0.33% | -4.69% | +5.60% | +16.02% | -7.37% | +19.72% |
| 2023 | -6.89% | -1.58% | -23.21% | -17.71% | -5.89% | -1.10% | +16.02% | -7.12% | -5.28% | +1.10% | +9.53% | +20.03% | -26.88% |
| 2022 | -0.74% | +8.96% | -4.42% | -3.35% | +8.67% | -3.60% | +3.42% | +0.71% | +1.85% | +27.28% | -1.73% | -6.87% | +29.31% |
| 2021 | +0.90% | +10.61% | +9.08% | -0.50% | +3.96% | -13.75% | -3.32% | +6.08% | +0.20% | -2.59% | -4.88% | +4.31% | +7.87% |
| 2020 | -8.90% | -9.38% | -13.76% | +0.25% | -4.08% | +5.26% | -5.42% | +6.56% | -7.77% | +13.98% | +12.04% | +0.52% | -14.03% |
| 2019 | +4.24% | +6.87% | -8.45% | +0.43% | -6.63% | +5.13% | -3.45% | -7.56% | +2.98% | +2.11% | +1.21% | +2.61% | -2.01% |
| 2018 | +0% | -2.92% | +2.86% | -2.94% | +8.76% | +8.40% | +0.57% | +4% | -3.17% | -6.91% | +7.43% | -15.01% | -1.64% |
| 2017 | -0.97% | -1.49% | -1.00% | +6.67% | -9.19% | +11.11% | +2.64% | -3.40% | +12.81% | +3.39% | +7.17% | -5.38% | +21.89% |
Drawdown analysis of Heritage Financial (HFWA)
The maximum drawdown for the HFWA was -65.13%, occurring on Mar 9, 2009. Recovery took 1937 trading sessions.
The current HFWA drawdown is -2.69%.
Since Nov 1, 1999 HFWA has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 3 times
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -65.13% | Apr 4, 2006 | 736 | Mar 9, 2009 | 1937 | Nov 14, 2016 | 2673 |
| -55.47% | Jul 23, 2018 | 455 | May 13, 2020 | 621 | Oct 28, 2022 | 1076 |
| -54.34% | Nov 7, 2022 | 128 | May 12, 2023 | 782 | Jun 26, 2026 | 910 |
| -22.87% | Apr 3, 2003 | 309 | Jun 25, 2004 | 316 | Sep 26, 2005 | 625 |
| -17.05% | Dec 17, 1999 | 83 | Apr 17, 2000 | 51 | Jun 29, 2000 | 134 |
| -14.55% | Jan 25, 2017 | 39 | Mar 22, 2017 | 25 | Apr 27, 2017 | 64 |
| -11.91% | Apr 27, 2017 | 22 | May 30, 2017 | 40 | Jul 26, 2017 | 62 |
| -11.34% | Nov 29, 2017 | 48 | Feb 8, 2018 | 71 | May 22, 2018 | 119 |
| -10.53% | Sep 1, 2000 | 28 | Oct 12, 2000 | 29 | Nov 22, 2000 | 57 |
| -9.26% | Mar 20, 2001 | 13 | Apr 6, 2001 | 48 | Jun 15, 2001 | 61 |
| -6.78% | Dec 29, 2000 | 5 | Jan 8, 2001 | 21 | Feb 7, 2001 | 26 |
| -6.65% | Aug 1, 2017 | 26 | Sep 7, 2017 | 7 | Sep 18, 2017 | 33 |
| -6.49% | Sep 30, 2005 | 14 | Oct 20, 2005 | 6 | Oct 28, 2005 | 20 |
| -6.11% | Nov 6, 2017 | 4 | Nov 10, 2017 | 11 | Nov 28, 2017 | 15 |
| -5.93% | Aug 28, 2001 | 54 | Nov 19, 2001 | 9 | Dec 3, 2001 | 63 |
| -5.91% | Mar 28, 2002 | 16 | Apr 22, 2002 | 2 | Apr 24, 2002 | 18 |
| -5.88% | Jun 27, 2002 | 4 | Jul 3, 2002 | 17 | Jul 29, 2002 | 21 |
| -5.56% | Mar 7, 2003 | 2 | Mar 11, 2003 | 4 | Mar 17, 2003 | 6 |
| -5.36% | Mar 10, 2006 | 8 | Mar 22, 2006 | 7 | Mar 31, 2006 | 15 |
| -5.06% | Jul 1, 2026 | 4 | Jul 8, 2026 | 6 | Jul 16, 2026 | 10 |
| -4.53% | Jan 11, 2017 | 3 | Jan 17, 2017 | 6 | Jan 25, 2017 | 9 |
| -4.22% | Dec 20, 2016 | 12 | Jan 9, 2017 | 2 | Jan 11, 2017 | 14 |
| -4.13% | Feb 15, 2006 | 2 | Feb 17, 2006 | 2 | Feb 22, 2006 | 4 |
| -3.97% | Mar 27, 2003 | 2 | Mar 31, 2003 | 2 | Apr 2, 2003 | 4 |
| -3.89% | Jul 12, 2000 | 4 | Jul 18, 2000 | 7 | Jul 27, 2000 | 11 |