Performance analysis of Heritage Commerce (HTBK)
Annual Return
Over the past 3 years, HTBK has had an average annual return of +19.67%, outperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, HTBK has had an average annual return of +10.19%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, HTBK has had an average annual return of +7.03%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, HTBK has had an average annual return of +1.60%, underperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +14.26% | +34.97% | +0.13% | -19.16% | +14.60% | +41.09% | -26.27% | +17.62% | -23.83% | +9.16% | +24.92% | +39.97% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +9.53% | +19.04% | +47.22% | +5.35% | +11.94% | -64.09% | -37.45% | -30.11% | +24.96% | +13.05% | +54.62% | +42.36% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +10.77% | -15.67% | -42.19% | +0.76% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.99% | -1.41% | +1.46% | +7.77% | +0% | +0% | +0% | +14.26% | |||||
| 2025 | +3.31% | +10.89% | -10.28% | -5.04% | +3.86% | +7.24% | -6.84% | +13.23% | -3.88% | +4.74% | +6.01% | +10.29% | +34.97% |
| 2024 | -10.39% | -5.26% | +3.51% | -7.47% | +4.25% | +6.75% | +18.96% | -0.30% | -2.94% | -1.72% | +10.74% | -11.67% | +0.13% |
| 2023 | -6.77% | +0.98% | -31.21% | +2.04% | -12.78% | +13.73% | +15.95% | -8.43% | -2.31% | -3.42% | +5.36% | +16.84% | -19.16% |
| 2022 | +4.36% | -3.55% | -5.39% | -0.18% | +3.33% | -6.81% | +10.20% | -3.10% | +0.44% | +26.11% | +1.17% | -8.52% | +14.60% |
| 2021 | -1.02% | +9.85% | +28.49% | -1.23% | -0.63% | -6.16% | -2.60% | +5.13% | +3.19% | +3.10% | -7.61% | +8.95% | +41.09% |
| 2020 | -9.58% | -10.58% | -25.24% | +15.77% | -6.89% | -7.63% | -9.71% | +4.14% | -3.97% | +8.95% | +18.21% | +5.35% | -26.27% |
| 2019 | +17.03% | +6.22% | -13.38% | +3.48% | -3.94% | +2.85% | +0.98% | -5.31% | +1.47% | +2.21% | +5% | +2.64% | +17.62% |
| 2018 | +4.51% | -0.73% | +4.44% | +0.06% | +4.12% | -0.41% | -10.36% | +4.78% | -5.80% | -2.75% | -0.77% | -20.65% | -23.83% |
| 2017 | -2.70% | +1.88% | -0.70% | +1.28% | -5.10% | +2.37% | +0.81% | -2.84% | +6.20% | +8.08% | +6.21% | -5.61% | +9.16% |
Drawdown analysis of Heritage Commerce (HTBK)
The maximum drawdown for the HTBK was -90.45%, occurring on Nov 9, 2009. This drawdown has not yet recovered.
The current HTBK drawdown is -11.61%.
Since Nov 1, 1999 HTBK has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -90.45% | Feb 8, 2007 | 694 | Nov 9, 2009 | Ongoing | Ongoing | Ongoing |
| -59.41% | Nov 30, 1999 | 499 | Nov 27, 2001 | 722 | Oct 11, 2004 | 1221 |
| -11.35% | Sep 16, 2005 | 24 | Oct 20, 2005 | 6 | Oct 28, 2005 | 30 |
| -10.27% | Nov 30, 2004 | 115 | May 16, 2005 | 51 | Jul 28, 2005 | 166 |
| -10.09% | Mar 31, 2006 | 58 | Jun 23, 2006 | 79 | Oct 16, 2006 | 137 |
| -7.82% | Nov 22, 2005 | 36 | Jan 17, 2006 | 23 | Feb 17, 2006 | 59 |
| -6.64% | Dec 27, 2006 | 18 | Jan 25, 2007 | 10 | Feb 8, 2007 | 28 |
| -5.61% | Nov 10, 2005 | 4 | Nov 16, 2005 | 3 | Nov 21, 2005 | 7 |
| -5.54% | Aug 3, 2005 | 5 | Aug 10, 2005 | 16 | Sep 1, 2005 | 21 |
| -5.44% | Nov 3, 1999 | 1 | Nov 4, 1999 | 9 | Nov 17, 1999 | 10 |
| -4.56% | Oct 11, 2004 | 4 | Oct 15, 2004 | 8 | Oct 27, 2004 | 12 |
| -4.36% | Oct 16, 2006 | 9 | Oct 27, 2006 | 6 | Nov 6, 2006 | 15 |
| -4.28% | Nov 21, 2006 | 11 | Dec 7, 2006 | 12 | Dec 26, 2006 | 23 |
| -3.54% | Feb 24, 2006 | 7 | Mar 7, 2006 | 5 | Mar 14, 2006 | 12 |
| -2.58% | Feb 17, 2006 | 1 | Feb 21, 2006 | 1 | Feb 22, 2006 | 2 |
| -2.12% | Sep 1, 2005 | 2 | Sep 6, 2005 | 3 | Sep 9, 2005 | 5 |
| -1.69% | Mar 14, 2006 | 1 | Mar 15, 2006 | 1 | Mar 16, 2006 | 2 |
| -1.39% | Nov 8, 2006 | 1 | Nov 9, 2006 | 3 | Nov 14, 2006 | 4 |
| -1.13% | Nov 15, 2006 | 2 | Nov 17, 2006 | 2 | Nov 21, 2006 | 4 |
| -1.13% | Oct 27, 2004 | 1 | Oct 28, 2004 | 4 | Nov 3, 2004 | 5 |
| -1.05% | Nov 22, 2004 | 3 | Nov 26, 2004 | 1 | Nov 29, 2004 | 4 |
| -1.02% | Nov 3, 2004 | 1 | Nov 4, 2004 | 5 | Nov 11, 2004 | 6 |
| -0.82% | Oct 28, 2005 | 4 | Nov 3, 2005 | 3 | Nov 8, 2005 | 7 |
| -0.80% | Nov 17, 1999 | 3 | Nov 22, 1999 | 2 | Nov 24, 1999 | 5 |
| -0.54% | Mar 20, 2006 | 1 | Mar 21, 2006 | 3 | Mar 24, 2006 | 4 |