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HFWA: Heritage Financial Corporation (STOCK)
Basic Info 27.78 0.16(0.58%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/07/1998 |
| Last Dividend Date: | 05/06/2026 |
| 12-Mo. Yield | 4.21% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.9 | 19.6 | 26.7 | 23.4 | 3.3 | 8.1 | 9.1 | 3.7 | 5.0 | 0.6 | 19.8 | -26.9 | 29.3 | 7.9 | -14.1 | -2.0 | -1.3 | 22.3 | 42.3 | 10.7 | 5.7 | 19.7 | 21.8 | -6.9 | 1.0 | 13.4 | -35.3 | -16.9 | 4.8 | 8.5 | 6.0 | 24.1 | 54.3 | 21.6 | 22.5 | -11.5 | -37.8 |
| Sharpe Ratio | NA | 1.63 | 0.82 | 0.63 | 0.02 | 0.2 | NA | NA | 0.11 | -0.08 | 0.49 | -0.82 | 1.08 | 0.26 | -0.24 | -0.15 | -0.11 | 0.95 | 1.81 | 0.53 | 0.27 | 0.86 | 0.73 | -0.16 | 0.03 | 0.31 | -0.68 | -1.12 | 0.06 | 0.31 | 0.26 | 1.04 | 3.26 | 1.24 | 0.69 | -0.46 | -1.31 |
| Draw Down(%) | NA | 13.0 | 14.8 | 22.4 | 54.3 | 55.4 | NA | NA | 65.1 | 18.6 | 20.1 | 49.1 | 12.7 | 26.4 | 43.6 | 22.3 | 24.0 | 14.5 | 11.6 | 11.6 | 15.7 | 12.5 | 13.6 | 30.8 | 24.1 | 27.7 | 43.1 | 19.4 | 15.3 | 7.7 | 17.1 | 13.8 | 5.9 | 9.2 | 15.9 | 26.2 | 40.2 |
| Standard Deviation(%) | NA | 30.2 | 29.4 | 31.8 | 31.2 | 32.9 | NA | NA | 30.8 | 29.0 | 33.4 | 37.5 | 26.0 | 30.0 | 59.0 | 22.7 | 25.7 | 22.9 | 23.3 | 20.2 | 21.4 | 23.0 | 30.1 | 43.2 | 35.1 | 43.3 | 52.7 | 18.0 | 23.9 | 20.2 | 18.9 | 22.4 | 16.3 | 15.7 | 26.7 | 32.7 | 41.8 |
| Treynor Ratio | NA | 0.67 | 0.27 | 0.24 | 0.01 | 0.07 | NA | NA | 0.06 | -0.03 | 0.19 | -0.23 | 0.58 | 0.09 | -0.13 | -0.03 | -0.03 | 0.13 | 0.41 | 0.17 | 0.06 | 0.18 | 0.18 | -0.05 | 0.01 | 0.28 | -2.01 | -2.34 | 0.06 | 0.74 | 0.19 | 0.8 | 6.51 | 2.34 | 1.69 | -0.42 | -0.65 |
| Alpha | NA | 0.12 | 0.03 | 0.03 | -0.01 | -0.01 | NA | NA | 0.01 | -0.04 | 0.01 | -0.22 | 0.15 | -0.04 | -0.09 | -0.12 | 0.02 | -0.04 | 0.1 | 0.04 | -0.02 | -0.04 | 0.02 | -0.02 | -0.04 | 0.04 | -0.09 | -0.08 | 0.01 | 0.03 | 0.02 | 0.06 | 0.18 | 0.08 | 0.08 | -0.06 | -0.33 |
| Beta | NA | 0.73 | 0.89 | 0.84 | 0.73 | 0.91 | NA | NA | 0.58 | 0.77 | 0.87 | 1.34 | 0.48 | 0.85 | 1.08 | 1.06 | 0.86 | 1.65 | 1.04 | 0.64 | 0.99 | 1.06 | 1.23 | 1.32 | 1.08 | 0.47 | 0.18 | 0.09 | 0.23 | 0.08 | 0.27 | 0.29 | 0.08 | 0.08 | 0.11 | 0.35 | 0.85 |
| RSquared | NA | 0.11 | 0.14 | 0.15 | 0.16 | 0.25 | NA | NA | 0.13 | 0.25 | 0.11 | 0.22 | 0.2 | 0.14 | 0.39 | 0.34 | 0.33 | 0.23 | 0.34 | 0.24 | 0.28 | 0.26 | 0.27 | 0.5 | 0.3 | 0.09 | 0.02 | 0.01 | 0.01 | 0.0 | 0.02 | 0.05 | 0.02 | 0.01 | 0.01 | 0.04 | 0.22 |
| Yield(%) | N/A | 2.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.0 | 4.3 | 2.9 | 3.4 | 3.5 | 2.8 | 2.8 | 2.4 | 2.4 | 3.9 | 3.1 | 2.9 | 2.8 | 4.3 | 2.7 | 0.0 | 0.8 | 4.0 | 3.4 | 3.2 | 3.2 | 3.0 | 3.2 | 4.0 | 3.9 | 3.5 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -50.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.3 | 4.5 | 4.8 | 3.7 | 1.2 | -4.8 | 16.7 | 18.0 | -15.3 | 35.8 | 6.0 | 19.0 | -27.6 | 52.6 | N/A | -100.0 | -87.0 | -8.3 | 6.3 | 11.3 | 12.7 | 14.5 | 17.0 | 20.5 | 27.9 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/09/1998
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