Overview Performance Dividends Peer Group Options

(HRTG) Heritage Insurance - Performance 85.1% in 12m

Compare HRTG with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating 32.97%
#48 in Group
Rel. Strength 94.67%
#426 in Universe
Total Return 12m 85.11%
#7 in Group
Total Return 5y 85.98%
#39 in Group
P/E 9.39
21th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 31.8%
40th Percentile in Group

12m Total Return: HRTG (85.1%) vs XLF (22.7%)

Compare overall performance (total returns) of Heritage Insurance with its related sector ETF XLF

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (HRTG) Heritage Insurance - Performance 85.1% in 12m

Top Performers in Property & Casualty Insurance

Short Term
Symbol 1w 1m 3m
HRTG -0.89% 31.1% 71.7%
PRA 0.91% -0.60% 55.2%
ROOT -5.37% 4.67% 43.3%
PLMR -4.59% 5.79% 34.4%
Long Term
Symbol 6m 12m 5y
HRTG 82.6% 85.1% 86%
KINS 60.1% 278% 277%
ROOT 104% 101% -71.3%
PRA 55.9% 73.7% 17.2%
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		 3.48% 45.4% 564% 9.54 10.3 0.28 30.5% -0.15%
IFC TO
Intact Financial		 4.14% 38% 157% 23.8 17.9 0.87 -17.4% -28.1%
KNSL NYSE
Kinsale Capital		 -10.6% 20% 277% 24.2 23.4 1.56 87.7% 18.8%
ALL NYSE
The Allstate		 -4.19% 19% 124% 11.5 11 1.97 42.0% 48.3%
HCI NYSE
HCI		 -1.96% 30.1% 296% 16.2 8.75 1.7 61.8% 26.2%
AIZ NYSE
Assurant		 -8.11% 12.2% 111% 12.7 11.8 1.46 35.8% -32%
SKWD NASDAQ
Skyward Specialty Insurance		 0.32% 52% 254% 18.1 15.3 0.72 73.7% 3.53%
SIGI NASDAQ
Selective Insurance		 -4.71% -12.8% 95.5% 23.8 11.5 1.86 32.7% 2.22%

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 31.07% -2.11% -0.87%
3 Months 71.66% -4.92% -7.58%
12 Months 85.11% 22.69% 11.88%
5 Years 85.98% 144.89% 110.33%
Trend Score (consistency of price movement) HRTG XLF S&P 500
1 Month 89.1% 27.8% 23%
3 Months 91.9% -81% -88.5%
12 Months 62.3% 83.7% 55.1%
5 Years 3.10% 75.1% 84.1%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #4 33.9% 32.2%
3 Month #1 80.6% 85.7%
12 Month #7 50.9% 65.5%
5 Years #42 -24.1% -11.6%

FAQs

Does HRTG Heritage Insurance outperforms the market?

Yes, over the last 12 months HRTG made 85.11%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months HRTG made 71.66%, while XLF made -4.92%.

Performance Comparison HRTG vs Indeces and Sectors

HRTG vs. Indices HRTG is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY -4.46% 31.9% 84.5% 73.2%
US NASDAQ 100 QQQ -5.49% 29.7% 84.0% 72.4%
US Dow Jones Industrial 30 DIA -3.52% 34.3% 84.6% 75.9%
German DAX 40 DAX -3.23% 29.8% 65.0% 60.4%
Shanghai Shenzhen CSI 300 CSI 300 -0.50% 33.9% 87.5% 79.2%
Hongkong Hang Seng HSI -3.47% 31.0% 82.6% 71.2%
India NIFTY 50 INDA -1.62% 27.0% 84.2% 82.0%
Brasil Bovespa EWZ -3.66% 26.5% 80.8% 90.9%

HRTG vs. Sectors HRTG is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC -4.71% 32.1% 78.3% 61.2%
Consumer Discretionary XLY -4.54% 31.2% 82.0% 71.8%
Consumer Staples XLP -0.96% 30.9% 79.2% 73.9%
Energy XLE 0.02% 44.9% 90.3% 96.2%
Financial XLF -3.07% 33.2% 76.9% 62.4%
Health Care XLV -4.38% 34.9% 86.2% 83.4%
Industrial XLI -4.88% 31.0% 83.8% 75.5%
Materials XLB -3.85% 33.5% 91.9% 88.6%
Real Estate XLRE -2.94% 32.4% 85.4% 67.0%
Technology XLK -6.91% 29.4% 87.8% 77.4%
Utilities XLU -1.62% 31.0% 82.4% 63.3%
Aerospace & Defense XAR -5.41% 24.7% 70.9% 58.5%
Biotech XBI -5.76% 28.8% 97.1% 86.9%
Homebuilder XHB -3.77% 33.3% 99.3% 92.1%
Retail XRT -2.89% 31.6% 90.0% 87.9%

HRTG vs. Commodities HRTG is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 5.71% 48.9% 95.6% 104%
Natural Gas UNG -7.31% 53.6% 50.9% 69.2%
Gold GLD -0.93% 25.7% 62.8% 41.7%
Silver SLV 2.25% 35.6% 83.3% 62.0%
Copper CPER 5.14% 40.8% 78.3% 84.3%

HRTG vs. Yields & Bonds HRTG is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -3.35% 32.4% 83.8% 79.5%
iShares High Yield Corp. Bond HYG -1.66% 31.0% 80.4% 75.8%