Heritage Insurance Holdings, Inc. (HRTG)

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The chart shows the growth of an initial investment of $10,000 in Heritage Insurance Holdings, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Heritage Insurance Holdings, Inc. (HRTG) has returned -10.29% so far this year and 82.04% over the past 12 months. Over the last ten years, HRTG has returned 6.68% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since May 23, 2014, HRTG's average daily return is +0.09%, while the average monthly return is +1.95%. At this rate, your investment would double in approximately 3.0 years.

Historically, 52% of months were positive and 48% were negative. The best month was Aug 2024 with a return of +101.9%, while the worst month was Apr 2022 at -40.3%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 7 months.

On a daily basis, HRTG closed higher 48% of trading days. The best single day was Aug 5, 2022 with a return of +44.0%, while the worst single day was Oct 7, 2024 at -23.4%.

Heritage Insurance Holdings, Inc. has an annualized alpha of 14.30%, beta of 0.80, and R² of 0.07 versus S&P 500 Index. Calculated based on daily prices since May 27, 2014.

• This stock participated in 86.08% of S&P 500 Index downside but only 78.35% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.07 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

HRTG ranks 80 for risk / return — in the top 80% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for Heritage Insurance Holdings, Inc. (HRTG) and compare them to a chosen benchmark (S&P 500 Index).

Heritage Insurance Holdings, Inc. provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.

The table displays the monthly dividend distributions for Heritage Insurance Holdings, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Heritage Insurance Holdings, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Heritage Insurance Holdings, Inc. was 94.36%, occurring on Oct 20, 2022. Recovery took 637 trading sessions.

The current Heritage Insurance Holdings, Inc. drawdown is 15.70%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Heritage Insurance Holdings, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Heritage Insurance Holdings, Inc. is priced in the market compared to other companies in the Insurance - Property & Casualty industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.