Heritage Financial Corporation (HFWA) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$11,240
Total Return
12.40%
CAGR
2.36%
Dividends
$1,698.05
Yield on Cost
16.98%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.55% |
| Median | +0.07% |
| Best | +36.46% |
| Worst | -24.08% |
| % of Windows Positive | 50.3% |
1-Year (252 Trading Days)
| Average | +5.67% |
| Median | +10.55% |
| Best | +68.52% |
| Worst | -49.68% |
| % of Windows Positive | 64.6% |
3-Year (756 Trading Days)
| Average | -1.72% |
| Median | +0.71% |
| Best | +47.91% |
| Worst | -36.92% |
| % of Windows Positive | 51.9% |
Risk Metrics
| Maximum Drawdown | -54.53% |
| Average Drawdown | -24.44% |
| Drawdown Duration | 858 Trading Days (Unrecovered) |
| Sortino Ratio | 0.34 |
| Calmar Ratio | 0.04 |
| CVaR (5%) | -4.38% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +15.54% (+66.10% ann.) | +$1554.42 | $101.48 | $20.30 | $0.16 |
| 2025 | -0.26% | $25.93 | $396.52 | $79.30 | $0.63 |
| 2024 | +18.66% | +$1866.37 | $436.49 | $87.30 | $0.70 |
| 2023 | -27.56% | $2755.83 | $290.76 | $58.15 | $0.47 |
| 2022 | +28.51% | +$2851.11 | $347.11 | $69.42 | $0.56 |
| 2021 | +7.18% | +$717.88 | $349.61 | $69.92 | $0.56 |
| 2020 | -14.71% | $1470.66 | $285.94 | $57.19 | $0.46 |
| 2019 | -2.57% | $257.03 | $284.96 | $56.99 | $0.46 |
| 2018 | -1.78% | $178.14 | $235.33 | $47.07 | $0.38 |
| 2017 | +21.75% | +$2174.58 | $238.54 | $47.71 | $0.38 |
| 2016 | +41.15% | +$4115.23 | $386.32 | $77.26 | $0.62 |
| 2015 | +9.96% | +$996.09 | $304.76 | $60.95 | $0.49 |
| 2014 | +5.11% | +$510.68 | $295.17 | $59.04 | $0.47 |
| 2013 | +19.01% | +$1900.77 | $288.27 | $57.66 | $0.46 |
| 2012 | +20.84% | +$2084.01 | $467.84 | $93.58 | $0.75 |
| 2011 | -7.42% | $741.86 | $274.79 | $54.96 | $0.43 |
| 2010 | +1.02% | +$101.60 | $0.00 | $0.00 | $0.00 |
| 2009 | +13.25% | +$1325.10 | $81.63 | $16.33 | $0.13 |
| 2008 | -35.90% | $3590.48 | $392.00 | $78.40 | $0.63 |
| 2007 | -17.48% | $1748.09 | $342.13 | $68.43 | $0.55 |
| 2006 | +4.12% | +$411.77 | $326.61 | $65.32 | $0.52 |
| 2005 | +18.87% | +$1886.67 | $328.40 | $65.67 | $0.53 |
| 2004 | +5.33% | +$532.56 | $295.34 | $59.07 | $0.47 |
| 2003 | +23.42% | +$2341.73 | $311.31 | $62.26 | $0.50 |
| 2002 | +53.30% | +$5330.08 | $398.26 | $79.66 | $0.63 |
| 2001 | +20.70% | +$2069.78 | $387.40 | $77.48 | $0.62 |
| 2000 | +21.61% | +$2161.22 | $357.66 | $71.53 | $0.58 |
| 1999 | -9.25% | $924.71 | $289.75 | $57.94 | $0.46 |
| 1998 partial | -37.06% (-50.86% ann.) | $3705.89 | $127.83 | $25.57 | $0.20 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania partial | May 7, 1998 – March 10, 2000 | -48.75% | -30.42% | $4874.70 | $353.25 | $70.65 | $0.56 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +131.65% | +38.60% | +$13165.21 | $1349.18 | $269.84 | $2.16 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +62.38% | +10.19% | +$6237.68 | $2317.47 | $463.49 | $3.70 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -57.21% | -45.17% | $5721.28 | $494.98 | $98.99 | $0.79 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +69.24% | +16.87% | +$6924.36 | $797.08 | $159.42 | $1.27 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +125.68% | +11.36% | +$12567.89 | $3738.66 | $747.75 | $5.97 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -32.49% | -98.87% | $3248.88 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +6.45% | +10.58% | +$644.98 | $311.86 | $62.37 | $0.50 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +4.03% | +3.82% | +$402.88 | $351.41 | $70.28 | $0.56 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +44.81% | +48.16% | +$4481.34 | $362.07 | $72.41 | $0.58 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -30.41% | -17.77% | $3041.17 | $478.12 | $95.62 | $0.76 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +28.79% | +17.50% | +$2879.48 | $660.48 | $132.10 | $1.06 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1998-07-01 | $0.0952 | 0.68% |
| 1998-10-02 | $0.0952 | 0.91% |
| 1999-01-13 | $0.0952 | 1.01% |
| 1999-04-13 | $0.0524 | 0.64% |
| 1999-07-13 | $0.0571 | 0.75% |
| 1999-10-13 | $0.0619 | 0.81% |
| 2000-01-12 | $0.0619 | 0.85% |
| 2000-04-12 | $0.0714 | 0.94% |
| 2000-07-12 | $0.0762 | 0.91% |
| 2000-10-12 | $0.0810 | 0.94% |
| 2001-01-17 | $0.0857 | 0.94% |
| 2001-04-11 | $0.0905 | 0.97% |
| 2001-07-12 | $0.0952 | 0.96% |
| 2001-10-11 | $0.1000 | 0.94% |
| 2002-01-11 | $0.1048 | 0.92% |
| 2002-04-11 | $0.1095 | 0.83% |
| 2002-07-11 | $0.1143 | 0.79% |
| 2002-10-10 | $0.1190 | 0.77% |
| 2003-01-13 | $0.1238 | 0.69% |
| 2003-04-11 | $0.1286 | 0.59% |
| 2003-07-11 | $0.1333 | 0.65% |
| 2003-10-10 | $0.1381 | 0.66% |
| 2004-01-13 | $0.1429 | 0.68% |
| 2004-04-13 | $0.1476 | 0.77% |
| 2004-07-13 | $0.1524 | 0.85% |
| 2004-10-13 | $0.1571 | 0.80% |
| 2005-01-12 | $0.1619 | 0.79% |
| 2005-04-13 | $0.1667 | 0.81% |
| 2005-07-13 | $0.1714 | 0.82% |
| 2005-10-13 | $0.1850 | 0.80% |
| 2006-01-11 | $0.1900 | 0.78% |
| 2006-04-12 | $0.1950 | 0.70% |
| 2006-07-13 | $0.2000 | 0.73% |
| 2006-10-12 | $0.2050 | 0.81% |
| 2007-01-10 | $0.2100 | 0.86% |
| 2007-04-12 | $0.2100 | 0.86% |
| 2007-07-12 | $0.2100 | 0.88% |
| 2007-10-11 | $0.2100 | 0.94% |
| 2008-01-11 | $0.2100 | 1.10% |
| 2008-04-11 | $0.2100 | 1.23% |
| 2008-07-11 | $0.2100 | 1.49% |
| 2008-10-10 | $0.1400 | 1.20% |
| 2009-02-03 | $0.1000 | 0.83% |
| 2011-05-11 | $0.0300 | 0.22% |
| 2011-08-10 | $0.0500 | 0.40% |
| 2011-11-08 | $0.0500 | 0.42% |
| 2011-11-23 | $0.2500 | 2.09% |
| 2012-02-08 | $0.0600 | 0.42% |
| 2012-05-08 | $0.0800 | 0.61% |
| 2012-07-06 | $0.2000 | 1.36% |
| 2012-08-08 | $0.0800 | 0.56% |
| 2012-08-10 | $0.0800 | 0.55% |
| 2012-11-07 | $0.0800 | 0.56% |
| 2013-02-06 | $0.0800 | 0.56% |
| 2013-05-08 | $0.0800 | 0.58% |
| 2013-08-02 | $0.1800 | 1.13% |
| 2013-11-01 | $0.0800 | 0.50% |
| 2014-02-06 | $0.0800 | 0.49% |
| 2014-04-04 | $0.0800 | 0.45% |
| 2014-08-05 | $0.0900 | 0.57% |
| 2014-11-04 | $0.0900 | 0.52% |
| 2014-11-28 | $0.1600 | 0.92% |
| 2015-02-06 | $0.1000 | 0.60% |
| 2015-05-05 | $0.1100 | 0.65% |
| 2015-08-04 | $0.1100 | 0.63% |
| 2015-11-02 | $0.2100 | 1.14% |
| 2016-02-08 | $0.1100 | 0.64% |
| 2016-05-03 | $0.1200 | 0.66% |
| 2016-08-02 | $0.1200 | 0.69% |
| 2016-11-04 | $0.3700 | 2.02% |
| 2017-02-07 | $0.1200 | 0.48% |
| 2017-05-08 | $0.1300 | 0.51% |
| 2017-08-08 | $0.1300 | 0.48% |
| 2017-11-07 | $0.2300 | 0.73% |
| 2018-02-06 | $0.1500 | 0.51% |
| 2018-05-09 | $0.1500 | 0.47% |
| 2018-08-08 | $0.1500 | 0.42% |
| 2018-11-06 | $0.2700 | 0.82% |
| 2019-02-06 | $0.1800 | 0.57% |
| 2019-05-07 | $0.1800 | 0.57% |
| 2019-08-07 | $0.1900 | 0.70% |
| 2019-11-06 | $0.2900 | 1.00% |
| 2020-02-05 | $0.2000 | 0.75% |
| 2020-05-12 | $0.2000 | 1.12% |
| 2020-08-04 | $0.2000 | 1.07% |
| 2020-11-03 | $0.2000 | 0.94% |
| 2021-02-09 | $0.2000 | 0.82% |
| 2021-05-04 | $0.2000 | 0.70% |
| 2021-08-03 | $0.2000 | 0.83% |
| 2021-11-02 | $0.2100 | 0.83% |
| 2022-02-08 | $0.2100 | 0.83% |
| 2022-05-03 | $0.2100 | 0.85% |
| 2022-08-02 | $0.2100 | 0.79% |
| 2022-11-01 | $0.2100 | 0.62% |
| 2023-02-07 | $0.2200 | 0.75% |
| 2023-05-03 | $0.2200 | 1.33% |
| 2023-08-01 | $0.2200 | 1.17% |
| 2023-10-31 | $0.2200 | 1.34% |
| 2024-02-07 | $0.2300 | 1.23% |
| 2024-05-07 | $0.2300 | 1.21% |
| 2024-08-07 | $0.2300 | 1.09% |
| 2024-11-06 | $0.2300 | 0.96% |
| 2025-02-06 | $0.2400 | 0.93% |
| 2025-05-07 | $0.2400 | 1.03% |
| 2025-08-06 | $0.2400 | 1.05% |
| 2025-11-05 | $0.2400 | 1.07% |
| 2026-01-28 | $0.2400 | 0.92% |
| Total | 107 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-05-04 | $70.90 | $14.18 | $0.11 | 1.9917 |
| 2021-08-03 | $71.30 | $14.26 | $0.11 | 2.3444 |
| 2021-11-02 | $75.35 | $15.07 | $0.12 | 2.4074 |
| 2022-02-08 | $75.86 | $15.17 | $0.12 | 2.3375 |
| 2022-05-03 | $76.35 | $15.27 | $0.12 | 2.4530 |
| 2022-08-02 | $76.87 | $15.37 | $0.12 | 2.4019 |
| 2022-11-01 | $77.37 | $15.47 | $0.13 | 1.8634 |
| 2023-02-07 | $81.46 | $16.29 | $0.13 | 2.2221 |
| 2023-05-03 | $81.95 | $16.39 | $0.13 | 4.0539 |
| 2023-08-01 | $82.84 | $16.57 | $0.13 | 3.5752 |
| 2023-10-31 | $83.63 | $16.73 | $0.13 | 4.1039 |
| 2024-02-07 | $88.37 | $17.68 | $0.14 | 3.9026 |
| 2024-05-07 | $89.27 | $17.86 | $0.14 | 3.8074 |
| 2024-08-07 | $90.15 | $18.03 | $0.14 | 3.4636 |
| 2024-11-06 | $90.95 | $18.19 | $0.15 | 2.6617 |
| 2025-02-06 | $95.54 | $19.11 | $0.15 | 2.9599 |
| 2025-05-07 | $96.25 | $19.25 | $0.15 | 3.3440 |
| 2025-08-06 | $97.05 | $19.41 | $0.16 | 3.4592 |
| 2025-11-05 | $97.88 | $19.58 | $0.16 | 3.4748 |
| 2026-01-28 | $98.71 | $19.74 | $0.16 | 3.1275 |
| Total | $1698.05 | $339.61 | $2.71 | 59.9550 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.