Performance analysis of Heritage Insurance (HRTG)
Annual Return
Over the past 3 years, HRTG has had an average annual return of +83.19%, outperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, HRTG has had an average annual return of +29.74%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, HRTG has had an average annual return of +9.23%, underperforming the benchmark SPY, which returned +15.04% annual.
Since May 23, 2014, HRTG has had an average annual return of +8.55%, underperforming the benchmark SPY, which returned +13.82% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -7.86% | +141.82% | +85.57% | +262.14% | -68.59% | -40.09% | -21.87% | -8.50% | -17.07% | +16.98% | -27.01% | +12.55% |
| 2014 | |||||||||||
| +68.96% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -10.90% | +6.90% | -5.81% | +11.70% | -26.06% | +20.29% | +3.38% | -7.86% | |||||
| 2025 | -9.01% | +6.72% | +22.72% | +31.07% | +29.47% | +1.92% | -15.44% | +7.97% | +10.58% | -6.16% | +22.94% | +0.72% | +141.82% |
| 2024 | -7.67% | +15.61% | +53% | -4.13% | -16.75% | -16.71% | +12.86% | +101.88% | -24.12% | -15.44% | +20.10% | -2.66% | +85.57% |
| 2023 | +39.96% | +1.18% | +20.81% | +4.87% | +36.82% | -12.88% | +17.14% | +17.74% | +22.23% | -8.94% | +48.72% | -25.82% | +262.14% |
| 2022 | +5.95% | -10.42% | +29.08% | -40.33% | -14.09% | -26.64% | -1.88% | +1.92% | -14.41% | -33.60% | +10% | +9.09% | -68.59% |
| 2021 | -8.00% | +4.18% | +14.71% | -17.78% | -8.56% | +3.69% | -14.45% | -4.63% | -1.78% | -3.98% | +1.84% | -10.79% | -40.09% |
| 2020 | -8.98% | -7.46% | -3.48% | +5.88% | +10.59% | +4.89% | -9.32% | +9.94% | -22.08% | -6.72% | +9.53% | -1.41% | -21.87% |
| 2019 | -1.36% | +2.76% | -1.75% | -6.57% | +7.26% | +5.74% | -12.79% | -2.45% | +14.49% | -10.90% | +2.77% | -2.77% | -8.50% |
| 2018 | -5.49% | -2.05% | -8.80% | +3.56% | +7.52% | -0.88% | +2.99% | -14.68% | +1.55% | -5.81% | +14.97% | -7.91% | -17.07% |
| 2017 | -9.50% | +4.08% | -13.11% | -5.25% | +5.29% | +2.66% | -3.15% | -9.76% | +16.63% | +21.42% | +12.50% | +0.22% | +16.98% |
Drawdown analysis of Heritage Insurance (HRTG)
The maximum drawdown for the HRTG was -94.37%, occurring on Oct 20, 2022. Recovery took 637 trading sessions.
The current HRTG drawdown is -13.42%.
Since May 23, 2014 HRTG has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -94.37% | Jul 17, 2015 | 1829 | Oct 20, 2022 | 637 | May 7, 2025 | 2466 |
| -32.95% | Nov 14, 2025 | 136 | Jun 3, 2026 | Ongoing | Ongoing | Ongoing |
| -26.90% | May 9, 2025 | 60 | Aug 6, 2025 | 31 | Sep 19, 2025 | 91 |
| -19.47% | Sep 19, 2025 | 22 | Oct 21, 2025 | 13 | Nov 7, 2025 | 35 |
| -11.87% | Mar 11, 2015 | 35 | Apr 30, 2015 | 42 | Jun 30, 2015 | 77 |
| -11.09% | Nov 5, 2014 | 9 | Nov 18, 2014 | 14 | Dec 9, 2014 | 23 |
| -10.65% | Jul 1, 2014 | 61 | Sep 26, 2014 | 17 | Oct 21, 2014 | 78 |
| -5.06% | Dec 23, 2014 | 14 | Jan 14, 2015 | 15 | Feb 5, 2015 | 29 |
| -4.99% | Dec 9, 2014 | 4 | Dec 15, 2014 | 5 | Dec 22, 2014 | 9 |
| -4.26% | Jun 20, 2014 | 5 | Jun 27, 2014 | 2 | Jul 1, 2014 | 7 |
| -3.08% | Jun 9, 2014 | 1 | Jun 10, 2014 | 1 | Jun 11, 2014 | 2 |
| -2.63% | Jul 6, 2015 | 2 | Jul 8, 2015 | 4 | Jul 14, 2015 | 6 |
| -2.13% | Nov 7, 2025 | 1 | Nov 10, 2025 | 2 | Nov 12, 2025 | 3 |
| -1.90% | Mar 6, 2015 | 2 | Mar 10, 2015 | 1 | Mar 11, 2015 | 3 |
| -1.79% | Oct 21, 2014 | 1 | Oct 22, 2014 | 2 | Oct 24, 2014 | 3 |
| -1.64% | Feb 12, 2015 | 5 | Feb 20, 2015 | 9 | Mar 5, 2015 | 14 |
| -0.79% | Oct 30, 2014 | 2 | Nov 3, 2014 | 1 | Nov 4, 2014 | 3 |
| -0.40% | Jul 1, 2015 | 1 | Jul 2, 2015 | 1 | Jul 6, 2015 | 2 |
| -0.20% | Feb 10, 2015 | 1 | Feb 11, 2015 | 1 | Feb 12, 2015 | 2 |
| -0.05% | Feb 6, 2015 | 1 | Feb 9, 2015 | 1 | Feb 10, 2015 | 2 |