Heritage Financial (HFWA) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in Heritage Financial (HFWA) ten years ago, at the end of Oct 2016, was worth $22,047 at the end of Oct 2026 with every dividend reinvested: 8.2% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $26,300 reinvested (5.3% a year), or $20,813 taking the dividends as cash, $6,507 of it paid out along the way.
HFWA became
$26,300
S&P 500: $72,756
Return a year
5.3%
S&P 500: 11.1%
Payouts reinvested
$9,148
bought more shares
Worst drop
-50.7%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | HFWA total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +23.6% | $649 | +11.7% |
| 2025 | +0.6% | $881 | +17.7% |
| 2024 | +19.8% | $813 | +24.9% |
| 2023 | −26.9% | $702 | +26.2% |
| 2022 | +29.3% | $678 | −18.2% |
| 2021 | +7.9% | $628 | +28.7% |
| 2020 | −14.1% | $609 | +18.3% |
| 2019 | −2.0% | $584 | +31.2% |
| 2018 | −1.3% | $518 | −4.6% |
| 2017 | +22.3% | $414 | +21.7% |
| 2016 | +42.3% | $556 | +12.0% |
| 2015 | +10.7% | $349 | +1.2% |
| 2014 | +5.7% | $317 | +13.5% |
| 2013 | +19.6% | $253 | +32.3% |
| 2012 | +23.9% | $458 | +16.0% |
| 2011 | −6.9% | $224 | +1.9% |
| 2010 | +1.0% | $14 | +15.1% |
| 2009 | +13.4% | $63 | +26.4% |
| 2008 | −35.2% | $440 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: HFWA total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Heritage Financial (HFWA) at the end of Dec 2007, with dividends reinvested, was worth $26,300 at the end of Oct 2026: 5.3% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, HFWA turned $10,000 into $22,047 with dividends reinvested, 8.2% a year.
- Over the 5 years to Oct 2026, HFWA returned 6.9% a year with dividends reinvested (S&P 500: 12.0%).
- Taking HFWA's dividends as cash instead of reinvesting them, the same $10,000 ended at $20,813, including $6,507 of cash received; reinvesting added $5,487.
- HFWA's best calendar year in that time was 2016 (42.3%) and its worst 2008 (-35.2%), with dividends reinvested.
Cite this page
SmarterDividends, "Heritage Financial (HFWA) Total Return Calculator," updated Nov 8, 2026, https://smarterdividends.com/stocks/HFWA/total-return
HFWA total return questions
If I invested $10,000 in HFWA 10 years ago, how much would I have?
About $22,047 at the end of Oct 2026, with every dividend reinvested: 8.2% a year. Taking them as cash, you'd have shares worth $15,473 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is HFWA's total return since Dec 2007?
163% in total, or 5.3% a year, through Oct 2026 with dividends reinvested. The share price alone rose 43%.
How much of HFWA's return came from dividends?
About 64% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $5,487 better off on a $10,000 start.
What was HFWA's worst year?
2008, at -35.2% with dividends reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -50.7%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.