Bank Stocks: Compare Returns of S&P 500 to Heritage Financial Corporation (HFWA)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for S&P 500 and HFWA | ||
|---|---|---|
| S&P 500 | HFWA | |
| Start Date | May-01-2015 | Apr-30-2015 |
| Start Price | $2,800.75 | $12.11 |
| End Date | Apr-11-2025 | Apr-17-2025 |
| End Price | $5,363.36 | $21.85 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Feb-01-2016 | Apr-30-2015 |
| Min Price | $2,532.94 | $12.11 |
| Max Date | Dec-01-2024 | Oct-31-2022 |
| Max Price | $6,010.09 | $30.30 |
| Total Return | 91.50% | 80.39% |
| Annualized Return | 6.66% | 6.03% |
| Current Value of $1,000 Purchase | $1,915 | $1,804 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 32.84% | 17.03% |
| Minimum Return | -25.54% | -50.67% |
| Maximum Return | 137.28% | 150.13% |
| Number Profitable Returns | 6,575 | 4,464 |
| Percent Profitable Returns | 90.56% | 61.49% |
| Number Unprofitable Returns | 685 | 2,796 |
| Percent Unprofitable Returns | 9.44% | 38.51% |
| Profitable to Unprofitable Returns Ratio | 9.60 | 1.60 |
HFWA Performance Table and Chart
HFWA Dividend Chart
HFWA Dollar-cost Average
HFWA Trendline Chart
HFWA Moving Average Chart
HFWA Stock Return Map - See Patterns of Gains and Losses
HFWA Stock Returns/Purchase Dates