Over the latest trailing 12-month period, total return cagr is +18.77%. The comparable SPY value is +16.94%. Year-to-date total return is +21.05%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HFWA
$59,139
(5.9x return)
Invested on Jan 9, 1998
Growth of $10,000 in SPY (S&P 500)
$131,877
(13.2x return)
Invested on Jan 9, 1998
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
YTD Total Return
+21.1%
1-Year Total Return
+18.9%
Current Dividend Yield
3.48%
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +14.5% | +18.8% | +4.3% |
| 3 Years | +18.9% | +23.9% | +5.1% |
| 5 Years | +1.8% | +5.9% | +4.1% |
| 10 Years | +4.3% | +8.0% | +3.8% |
| 15 Years | +6.0% | +9.9% | +3.9% |
| 20 Years | +0.3% | +3.6% | +3.3% |
