Heritage Commerce Corp (HTBK)

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Heritage Commerce Corp (HTBK) is up 14.3% since the beginning of the year. At $13 per share, HTBK is trading just below its 52-week high of $14. Investors who bought $1,000 worth of HTBK shares 5 years ago would now be looking at an investment worth $1,471.

Heritage Commerce Corp (HTBK) has returned 14.28% so far this year and 53.78% over the past 12 months. Over the last ten years, HTBK has returned 7.07% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.

Based on dividend-adjusted daily data since Jul 30, 1998, HTBK's average daily return is +0.05%, while the average monthly return is +0.84%. At this rate, an investment would double in approximately 6.9 years.

Historically, 54% of months were positive and 46% were negative. The best month was Apr 2009 with a return of +53.9%, while the worst month was Oct 2009 at -44.0%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 6 months.

On a daily basis, HTBK closed higher 46% of trading days. The best single day was Oct 13, 2008 with a return of +28.5%, while the worst single day was Mar 30, 2009 at -25.6%.

Heritage Commerce Corp has an annualized alpha of 5.06%, beta of 0.93, and R2 of 0.16 versus S&P 500 Index. Calculated based on daily prices since July 31, 1998.

• This stock participated in 91.35% of S&P 500 Index downside but only 73.41% of its upside - more exposed to losses than it benefited from rallies.
• R2 of 0.16 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.

HTBK ranks 88 for risk / return — in the top 88% 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 Commerce Corp (HTBK) and compare them to S&P 500 Index.

Heritage Commerce Corp provided a 3.87% dividend yield over the last twelve months, with an annual payout of $0.52 per share. The company has been increasing its dividends for 2 consecutive years.

The table displays the monthly dividend distributions for Heritage Commerce Corp. 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 Commerce Corp. 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 Commerce Corp was 90.46%, occurring on Nov 9, 2009. The portfolio has not yet recovered.

The current Heritage Commerce Corp drawdown is 11.57%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Heritage Commerce Corp 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 Commerce Corp is priced in the market compared to other companies in the Banks - Regional industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.