Heritage Commerce Corp (HTBK) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$13,913
Total Return
39.13%
CAGR
6.83%
Dividends
$2,529.11
Yield on Cost
25.29%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.88% |
| Median | +0.10% |
| Best | +35.23% |
| Worst | -33.14% |
| % of Windows Positive | 50.3% |
1-Year (252 Trading Days)
| Average | +4.74% |
| Median | +6.59% |
| Best | +69.16% |
| Worst | -39.98% |
| % of Windows Positive | 65.8% |
3-Year (756 Trading Days)
| Average | +0.28% |
| Median | -3.44% |
| Best | +91.80% |
| Worst | -26.50% |
| % of Windows Positive | 36.7% |
Risk Metrics
| Maximum Drawdown | -53.04% |
| Average Drawdown | -20.88% |
| Drawdown Duration | 793 Trading Days |
| Sortino Ratio | 0.54 |
| Calmar Ratio | 0.13 |
| CVaR (5%) | -4.44% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +13.80% (+53.03% ann.) | +$1380.37 | $217.33 | $43.46 | $0.35 |
| 2025 | +33.55% | +$3354.95 | $563.29 | $112.66 | $0.90 |
| 2024 | -1.01% | $100.90 | $533.97 | $106.80 | $0.85 |
| 2023 | -20.09% | $2009.42 | $406.64 | $81.33 | $0.65 |
| 2022 | +12.63% | +$1263.32 | $441.33 | $88.27 | $0.71 |
| 2021 | +39.76% | +$3976.48 | $595.21 | $119.04 | $0.95 |
| 2020 | -27.22% | $2722.09 | $412.32 | $82.46 | $0.66 |
| 2019 | +16.71% | +$1670.86 | $428.14 | $85.63 | $0.69 |
| 2018 | -24.27% | $2427.17 | $289.61 | $57.92 | $0.46 |
| 2017 | +8.56% | +$855.77 | $279.60 | $55.92 | $0.45 |
| 2016 | +24.05% | +$2404.86 | $304.30 | $60.86 | $0.48 |
| 2015 | +39.04% | +$3904.19 | $366.26 | $73.25 | $0.60 |
| 2014 | +9.05% | +$905.49 | $219.92 | $43.99 | $0.37 |
| 2013 | +18.83% | +$1883.04 | $86.10 | $17.22 | $0.15 |
| 2012 | +47.26% | +$4725.73 | $0.00 | $0.00 | $0.00 |
| 2011 | +5.33% | +$533.34 | $0.00 | $0.00 | $0.00 |
| 2010 | +11.94% | +$1194.04 | $0.00 | $0.00 | $0.00 |
| 2009 | -64.12% | $6411.95 | $17.79 | $3.56 | $0.03 |
| 2008 | -37.74% | $3773.98 | $175.04 | $35.01 | $0.28 |
| 2007 | -30.29% | $3028.89 | $97.91 | $19.58 | $0.16 |
| 2006 | +24.75% | +$2474.83 | $93.27 | $18.65 | $0.15 |
| 2005 | +13.04% | +$1304.37 | $0.53 | $0.11 | $0.00 |
| 2004 | +54.63% | +$5463.42 | $0.00 | $0.00 | $0.00 |
| 2003 | +42.36% | +$4236.12 | $0.00 | $0.00 | $0.00 |
| 2002 | +10.77% | +$1076.92 | $0.00 | $0.00 | $0.00 |
| 2001 | -15.68% | $1567.57 | $0.00 | $0.00 | $0.00 |
| 2000 | -36.41% | $3640.62 | $0.00 | $0.00 | $0.00 |
| 1999 | +14.29% | +$1428.57 | $0.00 | $0.00 | $0.00 |
| 1998 partial | +44.83% (+128.16% ann.) | +$4482.76 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania partial | July 20, 1998 – March 10, 2000 | +42.24% | +23.97% | +$4224.14 | $0.00 | $0.00 | $0.00 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -25.59% | -10.85% | $2559.14 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +152.31% | +20.35% | +$15230.80 | $446.50 | $89.30 | $0.71 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -82.10% | -70.41% | $8210.15 | $197.09 | $39.42 | $0.32 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +46.26% | +11.92% | +$4626.50 | $0.00 | $0.00 | $0.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +124.57% | +11.28% | +$12457.13 | $4250.06 | $850.02 | $6.84 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -44.32% | -99.87% | $4432.11 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +1.77% | +2.87% | +$177.18 | $541.78 | $108.35 | $0.87 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +40.34% | +37.92% | +$4033.98 | $644.63 | $128.93 | $1.03 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +30.54% | +32.71% | +$3053.86 | $480.79 | $96.16 | $0.77 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -23.51% | -13.46% | $2351.10 | $659.34 | $131.87 | $1.05 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +42.70% | +25.10% | +$4269.98 | $930.23 | $186.05 | $1.49 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2005-03-04 | $0.0010 | 0.01% |
| 2006-02-15 | $0.0500 | 0.22% |
| 2006-05-09 | $0.0500 | 0.21% |
| 2006-08-08 | $0.0500 | 0.21% |
| 2006-11-07 | $0.0500 | 0.20% |
| 2007-02-20 | $0.0600 | 0.23% |
| 2007-05-11 | $0.0600 | 0.25% |
| 2007-08-14 | $0.0600 | 0.29% |
| 2007-11-15 | $0.0800 | 0.45% |
| 2008-02-25 | $0.0800 | 0.45% |
| 2008-05-14 | $0.0800 | 0.50% |
| 2008-08-13 | $0.0800 | 0.63% |
| 2008-11-17 | $0.0800 | 0.69% |
| 2009-02-25 | $0.0200 | 0.39% |
| 2013-08-21 | $0.0300 | 0.42% |
| 2013-11-05 | $0.0300 | 0.40% |
| 2014-02-03 | $0.0400 | 0.50% |
| 2014-05-05 | $0.0400 | 0.49% |
| 2014-08-05 | $0.0500 | 0.62% |
| 2014-11-04 | $0.0500 | 0.58% |
| 2015-02-06 | $0.0800 | 0.92% |
| 2015-05-12 | $0.0800 | 0.89% |
| 2015-08-11 | $0.0800 | 0.72% |
| 2015-11-06 | $0.0800 | 0.74% |
| 2016-02-08 | $0.0900 | 0.98% |
| 2016-05-06 | $0.0900 | 0.87% |
| 2016-08-05 | $0.0900 | 0.84% |
| 2016-11-04 | $0.0900 | 0.83% |
| 2017-02-08 | $0.1000 | 0.72% |
| 2017-05-09 | $0.1000 | 0.68% |
| 2017-08-08 | $0.1000 | 0.72% |
| 2017-11-06 | $0.1000 | 0.65% |
| 2018-02-07 | $0.1100 | 0.72% |
| 2018-05-09 | $0.1100 | 0.65% |
| 2018-08-09 | $0.1100 | 0.74% |
| 2018-11-05 | $0.1100 | 0.75% |
| 2019-02-06 | $0.1200 | 0.89% |
| 2019-05-08 | $0.1200 | 0.96% |
| 2019-08-07 | $0.1200 | 1.04% |
| 2019-11-04 | $0.1200 | 0.97% |
| 2020-02-04 | $0.1300 | 1.10% |
| 2020-05-06 | $0.1300 | 1.60% |
| 2020-08-05 | $0.1300 | 1.91% |
| 2020-11-05 | $0.1300 | 1.83% |
| 2021-02-11 | $0.1300 | 1.38% |
| 2021-05-12 | $0.1300 | 1.07% |
| 2021-08-11 | $0.1300 | 1.12% |
| 2021-11-08 | $0.1300 | 1.06% |
| 2022-02-09 | $0.1300 | 1.04% |
| 2022-05-11 | $0.1300 | 1.17% |
| 2022-08-10 | $0.1300 | 1.10% |
| 2022-11-07 | $0.1300 | 0.90% |
| 2023-02-08 | $0.1300 | 1.04% |
| 2023-05-10 | $0.1300 | 1.81% |
| 2023-08-09 | $0.1300 | 1.36% |
| 2023-11-06 | $0.1300 | 1.48% |
| 2024-02-07 | $0.1300 | 1.56% |
| 2024-05-08 | $0.1300 | 1.57% |
| 2024-08-08 | $0.1300 | 1.36% |
| 2024-11-07 | $0.1300 | 1.19% |
| 2025-02-06 | $0.1300 | 1.30% |
| 2025-05-08 | $0.1300 | 1.41% |
| 2025-08-07 | $0.1300 | 1.38% |
| 2025-11-06 | $0.1300 | 1.20% |
| 2026-02-05 | $0.1300 | 0.97% |
| 2026-03-25 | $0.1300 | 1.05% |
| Total | 66 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-21 to 2026-04-21. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-05-12 | $108.97 | $21.79 | $0.18 | 7.5001 |
| 2021-08-11 | $109.94 | $21.99 | $0.18 | 7.5802 |
| 2021-11-08 | $110.93 | $22.19 | $0.18 | 7.2714 |
| 2022-02-09 | $111.87 | $22.37 | $0.18 | 7.3758 |
| 2022-05-11 | $112.83 | $22.57 | $0.18 | 8.0867 |
| 2022-08-10 | $113.88 | $22.78 | $0.18 | 7.7384 |
| 2022-11-07 | $114.89 | $22.98 | $0.18 | 6.4826 |
| 2023-02-08 | $115.73 | $23.14 | $0.18 | 7.5430 |
| 2023-05-10 | $116.71 | $23.34 | $0.19 | 13.1803 |
| 2023-08-09 | $118.43 | $23.69 | $0.19 | 10.1889 |
| 2023-11-06 | $119.75 | $23.95 | $0.19 | 11.0660 |
| 2024-02-07 | $121.19 | $24.24 | $0.19 | 11.8868 |
| 2024-05-08 | $122.73 | $24.55 | $0.19 | 11.7356 |
| 2024-08-08 | $124.26 | $24.85 | $0.20 | 10.4542 |
| 2024-11-07 | $125.62 | $25.12 | $0.20 | 9.6438 |
| 2025-02-06 | $126.87 | $25.38 | $0.21 | 9.9116 |
| 2025-05-08 | $128.16 | $25.63 | $0.21 | 11.0027 |
| 2025-08-07 | $129.60 | $25.92 | $0.21 | 11.1016 |
| 2025-11-06 | $131.03 | $26.21 | $0.21 | 9.9923 |
| 2026-02-05 | $132.33 | $26.47 | $0.21 | 7.8789 |
| 2026-03-25 | $133.36 | $26.67 | $0.21 | 8.6075 |
| Total | $2529.11 | $505.82 | $4.05 | 196.2285 |
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.