Heritage Insurance Holdings, Inc. (HRTG) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$26,483
Total Return
164.83%
CAGR
21.51%
Dividends
$287.17
Yield on Cost
2.87%
Rolling Returns
1-Month (21 Trading Days)
| Average | +4.46% |
| Median | +0.44% |
| Best | +129.66% |
| Worst | -52.46% |
| % of Windows Positive | 50.9% |
1-Year (252 Trading Days)
| Average | +82.17% |
| Median | +77.97% |
| Best | +550.00% |
| Worst | -80.57% |
| % of Windows Positive | 73.8% |
3-Year (756 Trading Days)
| Average | +520.87% |
| Median | +213.34% |
| Best | +2055.71% |
| Worst | -24.46% |
| % of Windows Positive | 92.0% |
Risk Metrics
| Maximum Drawdown | -87.00% |
| Average Drawdown | -36.52% |
| Drawdown Duration | 734 Trading Days |
| Sortino Ratio | 1.01 |
| Calmar Ratio | 0.25 |
| CVaR (5%) | -8.74% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -8.07% (-24.17% ann.) | $806.56 | $0.00 | $0.00 | $0.00 |
| 2025 | +141.82% | +$14181.83 | $0.00 | $0.00 | $0.00 |
| 2024 | +85.58% | +$8558.26 | $0.00 | $0.00 | $0.00 |
| 2023 | +262.22% | +$26222.32 | $0.00 | $0.00 | $0.00 |
| 2022 | -68.75% | $6875.36 | $204.83 | $40.96 | $0.32 |
| 2021 | -40.46% | $4046.50 | $238.75 | $47.75 | $0.38 |
| 2020 | -22.21% | $2220.78 | $182.29 | $36.46 | $0.30 |
| 2019 | -8.80% | $879.81 | $163.83 | $32.77 | $0.27 |
| 2018 | -17.33% | $1732.62 | $133.77 | $26.76 | $0.22 |
| 2017 | +16.58% | +$1657.84 | $153.97 | $30.79 | $0.25 |
| 2016 | -27.25% | $2724.64 | $105.93 | $21.19 | $0.16 |
| 2015 | +12.50% | +$1250.06 | $25.73 | $5.15 | $0.04 |
| 2014 partial | +68.96% (+137.00% ann.) | +$6895.65 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | May 23, 2014 – February 19, 2020 | +11.83% | +1.97% | +$1183.09 | $891.75 | $178.36 | $1.45 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -18.71% | -90.60% | $1871.11 | $49.14 | $9.83 | $0.08 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | -12.29% | -19.02% | $1228.93 | $115.50 | $23.10 | $0.19 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | -22.13% | -21.13% | $2213.18 | $256.07 | $51.22 | $0.41 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -78.37% | -80.32% | $7836.59 | $272.42 | $54.47 | $0.43 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +1047.79% | +273.09% | +$104779.25 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +67.50% | +38.38% | +$6749.70 | $0.00 | $0.00 | $0.00 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2015-12-29 | $0.0500 | 0.23% |
| 2016-03-11 | $0.0500 | 0.32% |
| 2016-06-13 | $0.0600 | 0.47% |
| 2016-09-13 | $0.0600 | 0.43% |
| 2016-12-13 | $0.0600 | 0.37% |
| 2017-03-13 | $0.0600 | 0.41% |
| 2017-06-13 | $0.0600 | 0.44% |
| 2017-09-14 | $0.0600 | 0.46% |
| 2017-11-16 | $0.0600 | 0.35% |
| 2018-03-14 | $0.0600 | 0.35% |
| 2018-06-14 | $0.0600 | 0.36% |
| 2018-09-13 | $0.0600 | 0.41% |
| 2018-12-13 | $0.0600 | 0.40% |
| 2019-03-14 | $0.0600 | 0.41% |
| 2019-06-13 | $0.0600 | 0.38% |
| 2019-09-13 | $0.0600 | 0.39% |
| 2019-12-13 | $0.0600 | 0.45% |
| 2020-03-13 | $0.0600 | 0.64% |
| 2020-06-12 | $0.0600 | 0.50% |
| 2020-09-14 | $0.0600 | 0.49% |
| 2020-12-14 | $0.0600 | 0.62% |
| 2021-03-12 | $0.0600 | 0.52% |
| 2021-06-14 | $0.0600 | 0.69% |
| 2021-09-14 | $0.0600 | 0.93% |
| 2021-12-14 | $0.0600 | 1.01% |
| 2022-03-16 | $0.0600 | 0.92% |
| 2022-06-13 | $0.0600 | 1.66% |
| Total | 27 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-21 to 2026-04-21. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-14 | $56.66 | $11.33 | $0.09 | 5.0826 |
| 2021-09-14 | $56.96 | $11.39 | $0.09 | 7.2418 |
| 2021-12-14 | $57.39 | $11.47 | $0.09 | 7.9146 |
| 2022-03-16 | $57.88 | $11.58 | $0.09 | 6.8757 |
| 2022-06-13 | $58.29 | $11.66 | $0.09 | 13.1082 |
| Total | $287.17 | $57.43 | $0.45 | 40.2229 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.