Heritage Financial Corp (HFWA) returns
Heritage Financial returns over 10 years
$1,000 invested in Heritage Financial ten years ago was worth $2,214 at the close on October 30, 2026, with dividends reinvested: an average return of 8.3% a year. The same $1,000 in the S&P 500 (SPY) became $4,166.
Total return by period
| Period | Total return | A year, on average | $1,000 became | S&P 500 (SPY) |
|---|---|---|---|---|
| 1 month | +3.0% | — | $1,030 | -0.9% |
| 3 months | -2.9% | — | $971.48 | +2.1% |
| Year to date | +23.6% | — | $1,236 | +11.7% |
| 1 year | +31.6% | — | $1,316 | +12.4% |
| 3 years | +96.0% | +25.1% | $1,960 | +88.5% |
| 5 years | +39.6% | +6.9% | $1,396 | +76.0% |
| 10 years | +121.4% | +8.3% | $2,214 | +316.6% |
Heritage Financial return by calendar year
| Year | HFWA | S&P 500 (SPY) | Difference |
|---|---|---|---|
| 2026 to date | +23.6% | +11.7% | +11.9% |
| 2025 | +0.6% | +17.7% | -17.2% |
| 2024 | +19.7% | +24.9% | -5.2% |
| 2023 | -26.9% | +26.2% | -53.1% |
| 2022 | +29.3% | -18.2% | +47.5% |
| 2021 | +7.9% | +28.7% | -20.9% |
| 2020 | -14.0% | +18.4% | -32.4% |
| 2019 | -2.0% | +31.2% | -33.2% |
| 2018 | -1.6% | -4.6% | +2.9% |
| 2017 | +21.9% | +21.7% | +0.2% |
| 2016 | +42.3% | +12.0% | +30.3% |
Past returns do not predict future returns. Returns are computed from our daily closes, adjusted for splits and with dividends reinvested on their ex-dates; taxes and trading costs are left out.
See also: HFWA valuation
No forecast, no recommendation. This page describes Heritage Financial Corp from published data; it is not advice to buy, sell or hold any security.
Figures as of the close on Oct 30, 2026 unless a row says otherwise. Prices are split adjusted; returns include dividends reinvested. Data may be delayed. See the disclaimer and how TrendArc works.