The total return over the past 12 months is +18.77% vs. +16.94% for the S&P 500. So far it's up +21.05% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +14.47% | +18.86% | +1.79% | +4.27% | +6.01% | +0.29% |
| Total Return CAGR | +18.77% | +23.92% | +5.89% | +8.02% | +9.92% | +3.61% |
| Revenue CAGR | +3.41% | +4.64% | +5.82% | +7.25% | +10.06% | +9.31% |
| Net Income CAGR | +57.44% | (1.23%) | +7.72% | +7.74% | +11.99% | +10.53% |
| EPS CAGR | +46.21% | +6.63% | +9.06% | +4.76% | +4.35% | +0.82% |
| Free Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | +4.10% | (5.86%) | +27.16% | +4.62% | +7.85% | +8.69% |
| Dividends CAGR | +4.35% | +4.55% | +3.71% | +6.12% | +15.18% | +1.70% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Heritage Financial Corporation (HFWA)
| Year | Start price | End price | HFWA Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $23.65 | $27.88 | +21.05% | +14.51% | +6.54% |
| 2025 | $24.50 | $23.65 | +0.56% | +17.72% | (17.16%) |
| 2024 | $21.39 | $24.50 | +19.72% | +24.89% | (5.17%) |
| 2023 | $30.64 | $21.39 | (26.88%) | +26.19% | (53.07%) |
| 2022 | $24.44 | $30.64 | +29.31% | (18.17%) | +47.48% |
| 2021 | $23.39 | $24.44 | +7.87% | +28.74% | (20.87%) |
| 2020 | $28.30 | $23.39 | (14.03%) | +18.37% | (32.40%) |
| 2019 | $29.72 | $28.30 | (2.01%) | +31.22% | (33.23%) |
| 2018 | $30.80 | $29.72 | (1.34%) | (4.56%) | +3.22% |
| 2017 | $25.75 | $30.80 | +22.29% | +21.70% | +0.59% |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
