Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HFWA (Heritage Financial Corporation) | 23.65% | 25.46% | 24.31% | 4.65% | 8.77% | 9.39% | 3.72% | … | … |
Data as of 06/10/2026, Common starting date is 05/07/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HFWA (Heritage Financial Corporation) | 05/07/1998 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | 7.61 | 25.46 | 24.31 | 4.65 | 8.77 | 9.39 | 3.72 | … | … | 23.65 | 0.57 | 19.84 | -26.89 | 29.33 | 7.88 | -14.06 | -2.02 | -1.33 | 22.28 | 42.30 | 10.66 | 5.71 | 19.68 | 21.83 | -6.88 | 1.02 | 13.44 | -35.25 | -16.88 | 4.76 | 8.52 | 5.99 | 24.06 | 54.33 | 21.62 | 22.51 | -11.54 | -37.85 |
| Sharpe Ratio | NA | 0.82 | 0.63 | 0.02 | 0.20 | NA | NA | … | … | 1.63 | -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 |
| Standard Deviation(%) | NA | 29.35 | 31.81 | 31.24 | 32.88 | NA | NA | … | … | 30.23 | 29.02 | 33.41 | 37.47 | 26.03 | 30.01 | 58.99 | 22.68 | 25.69 | 22.87 | 23.31 | 20.15 | 21.36 | 22.97 | 30.15 | 43.22 | 35.09 | 43.26 | 52.74 | 18.01 | 23.92 | 20.22 | 18.93 | 22.41 | 16.33 | 15.72 | 26.67 | 32.73 | 41.82 |
| Draw Down(%) | NA | 14.76 | 22.44 | 54.34 | 55.37 | NA | NA | … | … | 13.00 | 18.63 | 20.08 | 49.14 | 12.69 | 26.41 | 43.56 | 22.27 | 24.05 | 14.55 | 11.64 | 11.57 | 15.66 | 12.46 | 13.55 | 30.78 | 24.06 | 27.75 | 43.12 | 19.45 | 15.27 | 7.66 | 17.11 | 13.82 | 5.92 | 9.24 | 15.91 | 26.25 | 40.16 |
| Yield(%) | 0.00 | 4.03 | 5.48 | 3.22 | 4.74 | 5.79 | 2.51 | … | … | 2.03 | 3.99 | 4.35 | 2.90 | 3.42 | 3.51 | 2.83 | 2.81 | 2.38 | 2.36 | 3.92 | 3.09 | 2.93 | 2.76 | 4.33 | 2.72 | 0.00 | 0.81 | 4.01 | 3.45 | 3.20 | 3.19 | 2.95 | 3.16 | 3.98 | 3.90 | 3.54 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 05/07/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFWA (Heritage Financial Corporation) |
-26.01%
Mar 2006 – Mar 2009 |
-13.92%
Sep 2006 – Sep 2011 |
-2.58%
May 2003 – May 2013 |
1.08%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFWA (Heritage Financial Corporation) |
47.26%
May 2000 – May 2003 |
27.06%
Apr 2000 – Apr 2005 |
14.05%
Nov 2008 – Nov 2018 |
8.49%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart