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 | May-29-2015 |
| Start Price | $2,800.75 | $12.22 |
| End Date | May-01-2025 | May-22-2025 |
| End Price | $5,604.14 | $23.03 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Feb-01-2016 | May-29-2015 |
| Min Price | $2,532.94 | $12.22 |
| Max Date | Dec-01-2024 | Oct-31-2022 |
| Max Price | $6,010.09 | $29.98 |
| Total Return | 100.09% | 88.52% |
| Annualized Return | 7.12% | 6.49% |
| Current Value of $1,000 Purchase | $2,001 | $1,885 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 32.94% | 16.31% |
| Minimum Return | -25.54% | -50.67% |
| Maximum Return | 137.28% | 145.45% |
| Number Profitable Returns | 6,578 | 4,440 |
| Percent Profitable Returns | 90.61% | 61.16% |
| Number Unprofitable Returns | 682 | 2,820 |
| Percent Unprofitable Returns | 9.39% | 38.84% |
| Profitable to Unprofitable Returns Ratio | 9.65 | 1.57 |
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