Heritage Insurance Holdings Inc. trailing returns
Heritage Insurance Holdings Inc.'s 10-year return is +13.3% a year (CAGR) (+247.1% cumulative). How Heritage Insurance Holdings Inc. (HRTG) has performed over the last day, week, month and year, over 5 and 10 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 | +2.9% | +0.0% | +2.9% | — |
| 5 days | +2.1% | +0.0% | +2.1% | -2.3%Oct 16 |
| 1 month | +7.4% | +0.0% | +7.4% | -3.9%Sep 23 |
| YTD | +26.4% | +0.0% | +26.4% | -31.2%Jun 3 |
| 1 year | +59.3% | +0.0% | +59.3% | -32.9%Jun 2026 |
| 5 years | +39.5% | +1.0% | +40.6%+448.5% | -81.9%Oct 2022 |
| 10 years | +11.8% | +1.5% | +13.3%+247.1% | -93.0%Oct 2022 |
| Since inception (2014) | +9.9% | +1.3% | +11.2%+272.4% | -95.1%Oct 2022 |
Growth of HRTG#
Actual level with dividends reinvested (solid); dashed lines are each window's constant-rate path from start to today.
- 5 years+40.6%/year · +448.5%
- 10 years+13.3%/year · +247.1%
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 HRTG'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 Insurance Holdings Inc.'s 10-year return?
- Over the last 10 years, Heritage Insurance Holdings Inc. (HRTG) returned about +13.3% a year annualized (+247.1% cumulative total return).
- What is Heritage Insurance Holdings Inc.'s return since inception?
- Since 2014, Heritage Insurance Holdings Inc. (HRTG) has compounded at about +11.2% a year — +272.4% in total.