Heritage Financial Corporation trailing returns
Heritage Financial Corporation's 10-year return is +8.1% a year (CAGR) (+118.3% cumulative). How Heritage Financial Corporation (HFWA) has performed over the last day, week, month and year, over 5, 10 and 20 years, and since inception, through October 20, 2026 — price return and dividends side by side, with the worst drop inside each window.
Trailing returns by period#
To 2026-10-20. Price return + dividends = total return. Per year (CAGR) for windows of a year or more, with the cumulative total return beneath. Worst drop: the deepest fall in the price from a high inside the window, and when it bottomed.
| Period | Price | DivsDividends | Total | Worst drop |
|---|---|---|---|---|
| 1 day | +1.4% | +0.0% | +1.4% | — |
| 5 days | +2.8% | +0.0% | +2.8% | -0.8%Oct 14 |
| 1 month | -1.2% | +0.0% | -1.2% | -5.9%Oct 14 |
| YTD | +17.8% | +3.1% | +20.9% | -14.0%Oct 14 |
| 1 year | +23.7% | +4.7% | +28.4% | -14.0%Oct 2026 |
| 5 years | +2.2% | +4.1% | +6.3%+35.8% | -55.3%May 2023 |
| 10 years | +4.4% | +3.8% | +8.1%+118.3% | -59.1%May 2023 |
| 20 years | +0.5% | +2.3% | +2.8%+74.0% | -65.0%Mar 2009 |
| Since inception (1998) | +2.0% | +2.2% | +4.3%+228.0% | -69.0%Mar 2009 |
Growth of HFWA#
Actual level with dividends reinvested (solid); dashed lines are each window's constant-rate path from start to today.
- 5 years+6.3%/year · +35.8%
- 10 years+8.1%/year · +118.3%
- 20 years+2.8%/year · +74.0%
- Since inception (1998)+4.3%/year · +228.0%
Methodology#
Trailing returns measure from the closest close about N years before the latest close (2026-10-20). Cumulative return is the total change over the window; annualized return is the compound annual growth rate (CAGR), shown for windows of a year or more. Price return is the change in HFWA's closing price; total return reinvests dividends (from its split- and dividend-adjusted closes); the dividends column is the difference between the two. The worst drop is the largest fall in the closing price from a high to a later low inside the window, the way a drawdown is usually quoted. See the year-by-year returns for the calendar breakdown. Past performance does not predict future returns; not investment advice.
FAQ#
- What is Heritage Financial Corporation's 10-year return?
- Over the last 10 years, Heritage Financial Corporation (HFWA) returned about +8.1% a year annualized (+118.3% cumulative total return).
- What is Heritage Financial Corporation's 20-year annualized return?
- Over the last 20 years, Heritage Financial Corporation (HFWA) compounded at about +2.8% a year (+74.0% cumulative).
- What is Heritage Financial Corporation's return since inception?
- Since 1998, Heritage Financial Corporation (HFWA) has compounded at about +4.3% a year — +228.0% in total.