HFWA
$27.85+1.42%
Heritage Financial CorporationStock · FinancialsRussell 2000 · 0.04% of IWMRussell 3000 · 0.003% of IWVUS Stock Market · 0.002% of VTI
Heritage Financial Corporation total returns by year (including dividends)
As of market close, Oct 20, 2026
Heritage Financial Corporation total returns by year (1999–2026)#
Calendar-year returns with each year's path and its dividend contribution (dividend return = total minus price return). Every year has a direct link you can bookmark or share.
| Year | Start price | End price | Path | Dividend | Total return |
|---|---|---|---|---|---|
| 2026YTD | $23.65 | $27.85 | 3.1% | +20.9% | |
| 2025 | $24.50 | $23.65 | 4.0% | +0.6% | |
| 2024 | $21.39 | $24.50 | 5.3% | +19.8% | |
| 2023 | $30.64 | $21.39 | 3.3% | -26.9% | |
| 2022 | $24.44 | $30.64 | 4.0% | +29.3% | |
| 2021 | $23.39 | $24.44 | 3.4% | +7.9% | |
| 2020 | $28.30 | $23.39 | 3.3% | -14.1% | |
| 2019 | $29.72 | $28.30 | 2.8% | -2.0% | |
| 2018 | $30.80 | $29.72 | 2.2% | -1.3% | |
| 2017 | $25.75 | $30.80 | 2.7% | +22.3% | |
| 2016 | $18.84 | $25.75 | 5.6% | +42.3% | |
| 2015 | $17.55 | $18.84 | 3.3% | +10.7% | |
| 2014 | $17.10 | $17.55 | 3.1% | +5.7% | |
| 2013 | $14.69 | $17.10 | 1.9% | +18.3% | |
| 2012 | $12.56 | $14.69 | 0.0% | +17.0% | |
| 2011 | $13.92 | $12.56 | 0.0% | -9.8% | |
| 2010 | $13.78 | $13.92 | 0.0% | +1.0% | |
| 2009 | $12.25 | $13.78 | 0.0% | +12.5% | |
| 2008 | $19.90 | $12.25 | 0.0% | -38.4% | |
| 2007 | $24.81 | $19.90 | 0.0% | -19.8% | |
| 2006 | $24.41 | $24.81 | 0.0% | +1.6% | |
| 2005 | $22.12 | $24.41 | 0.9% | +11.2% | |
| 2004 | $21.53 | $22.12 | 0.0% | +2.7% | |
| 2003 | $17.81 | $21.53 | 1.6% | +22.5% | |
| 2002 | $11.93 | $17.81 | 5.1% | +54.3% | |
| 2001 | $10.19 | $11.93 | 4.6% | +21.7% | |
| 2000 | $8.63 | $10.19 | 4.5% | +22.6% | |
| 1999 | $9.75 | $8.63 | 2.4% | -9.1% |
- Annualized
- +4.4%
- 1999–2026
- Average year
- +7.5%
- 27 full years
- Best year
- +54.3%
- 2002
- Worst year
- -38.4%
- 2008
- Positive years
- 19/27
- 70% up
Annualized (CAGR)
+4.4%
1999–2026
Average year
+7.5%
27 full years
Best year
+54.3%
2002
Worst year
-38.4%
2008
Positive years
19/27
70% up
Total return by period#
Annual
-40%-20%0%20%40%
1999-9.1%'99
2000+23%
2001+22%'01
2002+54%
2003+22%'03
2004+2.7%
2005+11%'05
2006+1.6%
2007-20%'07
2008-38%
2009+12%'09
2010+1.0%
2011-9.8%'11
2012+17%
2013+18%'13
2014+5.7%
2015+11%'15
2016+42%
2017+22%'17
2018-1.3%
2019-2.0%'19
2020-14%
2021+7.9%'21
2022+29%
2023-27%'23
2024+20%
2025+0.57%'25
2026+21%
Methodology#
Total returns, dividends reinvested, measured on HFWA. Annualized return is the compound annual growth rate; the current year is year-to-date. Past performance does not predict future returns.
FAQ#
- What is Heritage Financial Corporation's average annual return?
- Since 1999, Heritage Financial Corporation (HFWA) has returned about 4.4% a year (the compound annual growth rate) and an average calendar-year return of 7.5%.
- What were Heritage Financial Corporation's best and worst years?
- Over 1999–2026, the best year was 2002 (+54.3%) and the worst was 2008 (-38.4%).
- How often is Heritage Financial Corporation up in a year?
- 19 of the 27 full years since 1999 were positive — about 70% of the time.
More on Heritage Financial Corporation
Annual returns for: S&P 500 · S&P 500 Equal Weight · US Stock Market · Nasdaq-100