(HRTG) Heritage Insurance - Performance 208% in 12m
HRTG performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
39.89%
#44 in Peer-Group
Rel. Strength
97.79%
#169 in Stock-Universe
Total Return 12m
208.03%
#3 in Peer-Group
Total Return 5y
103.02%
#32 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 9.90 |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 26.02 USD |
| 52 Week Low | 6.25 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 29.71 |
| Buy/Sell Signal +-5 | -0.79 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: HRTG (208%) vs XLF (23.7%)
5y Drawdown (Underwater) Chart
Top Performer in Property & Casualty Insurance
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| FFH TO Fairfax Financial Holdings |
5.05% | 56.6% | 516% | 9.78 | 10.3 | 0.28 | 32.8% | 7.19% |
| IFC TO Intact Financial |
4.21% | 42.2% | 161% | 25.3 | 18.6 | 0.87 | -28.9% | -18.6% |
| KNSL NYSE Kinsale Capital |
3.25% | 21.9% | 211% | 27.2 | 27 | 1.8 | 87.6% | 25.3% |
| HCI NYSE HCI |
-4.92% | 68% | 291% | 16.4 | 10.3 | 1.7 | 61.9% | 119% |
| SKWD NASDAQ Skyward Specialty Insurance |
-6.33% | 71.7% | 291% | 20.3 | 16.8 | 0.72 | 81.7% | 113% |
| AIZ NYSE Assurant |
-0.26% | 19.7% | 102% | 16 | 13 | 1.46 | 10.8% | -4.2% |
| SIGI NASDAQ Selective Insurance |
-3.96% | -5.77% | 75.9% | 23.8 | 11.7 | 1.86 | 29.5% | -2.86% |
| SAFT NASDAQ Safety Insurance |
-3.67% | 8.49% | 30.3% | 16.7 | - | 1.31 | -14.0% | -12.2% |
Performance Comparison: HRTG vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for HRTG
| Total Return (including Dividends) | HRTG | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -3.96% | -2.57% | 1.11% |
| 3 Months | 79.91% | 2.14% | 5.58% |
| 12 Months | 208.03% | 23.72% | 10.51% |
| 5 Years | 103.02% | 127.03% | 109.12% |
| Trend Score (consistency of price movement) | HRTG | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -23.1% | -20.6% | 69.9% |
| 3 Months | 87.6% | 63.2% | 69.3% |
| 12 Months | 65.6% | 79.3% | 43.2% |
| 5 Years | 14.1% | 75.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #49 | -1.43% | -5.02% |
| 3 Month | #1 | 76.13% | 70.40% |
| 12 Month | #3 | 148.97% | 178.74% |
| 5 Years | #34 | -10.58% | -2.92% |
FAQs
Does Heritage Insurance (HRTG) outperform the market?
Yes,
over the last 12 months HRTG made 208.03%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 23.72%.
Over the last 3 months HRTG made 79.91%, while XLF made 2.14%.
Performance Comparison HRTG vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
HRTG vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.1% | -5.1% | 85.4% | 198% |
| US NASDAQ 100 | QQQ | -1.8% | -5.4% | 86.2% | 199% |
| German DAX 40 | DAX | 0.2% | -3.2% | 69% | 179% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.8% | -3% | 83.6% | 196% |
| Hongkong Hang Seng | HSI | -2.6% | -9% | 66.4% | 181% |
| India NIFTY 50 | INDA | -0.3% | -2.6% | 86.4% | 210% |
| Brasil Bovespa | EWZ | -4.4% | -4.4% | 65.2% | 199% |
HRTG vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.7% | -5.4% | 82.6% | 185% |
| Consumer Discretionary | XLY | -1.5% | -2.2% | 95.3% | 190% |
| Consumer Staples | XLP | -1.7% | -3.7% | 83.9% | 201% |
| Energy | XLE | -7.9% | -6.9% | 81.8% | 205% |
| Financial | XLF | -0.5% | -1.4% | 82.6% | 184% |
| Health Care | XLV | -4% | -8.3% | 85.8% | 213% |
| Industrial | XLI | -1% | -4.3% | 79.8% | 190% |
| Materials | XLB | -1.4% | -5.4% | 84.6% | 209% |
| Real Estate | XLRE | -2.6% | -4.9% | 84.4% | 195% |
| Technology | XLK | -2.4% | -6% | 85% | 204% |
| Utilities | XLU | -3.4% | -4.5% | 77% | 187% |
| Aerospace & Defense | XAR | -1.1% | -9.7% | 68.4% | 165% |
| Biotech | XBI | -1.7% | -11.7% | 96.2% | 216% |
| Homebuilder | XHB | -0.4% | 1.1% | 100.8% | 217% |
| Retail | XRT | 1.9% | -3.8% | 93.3% | 207% |
HRTG vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -13.8% | -22.7% | 75.5% | 205% |
| Natural Gas | UNG | -1.3% | -1.3% | 67.1% | 223% |
| Gold | GLD | -5.7% | -10.2% | 55.2% | 161% |
| Silver | SLV | -1.2% | -15.3% | 65.8% | 186% |
| Copper | CPER | 0.5% | -5.7% | 70.5% | 200% |
HRTG vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -3.5% | -4.6% | 86.8% | 212% |
| iShares High Yield Corp. Bond | HYG | -2.5% | -4.5% | 81.7% | 199% |