Overview Performance Dividends Peer Group Options

(HRTG) Heritage Insurance - Performance 37.7% in 12m

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

Performance Rating 24.33%
#51 in Group
Rel. Strength 87.06%
#994 in Universe
Total Return 12m 37.67%
#23 in Group
Total Return 5y 56.61%
#49 in Group
P/E 6.89
3th Percentile in Group
P/E Forward -
(unknown) Percentile in Group
PEG -
(unknown) Percentile in Group
FCF Yield 74.5%
39th Percentile in Group

12m Total Return: HRTG (37.7%) vs XLF (20.6%)

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 37.7% in 12m

Top Performers in Property & Casualty Insurance

Short Term
Symbol 1w 1m 3m
HRTG 8.3% 29.5% 23.8%
PRA 0.30% 45.6% 48.6%
ROOT -23.7% 0.80% 75.1%
WDH 0.0% 15.0% 24.8%
Long Term
Symbol 6m 12m 5y
HRTG 28.4% 37.7% 56.6%
KINS 83.1% 260% 271%
FFH 26.2% 48.7% 518%
HUIZ 257% 314% -58.9%
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		 3.75% 48.7% 518% 8.89 9.59 0.28 32.6% 7.19%
IFC TO
Intact Financial		 5.22% 38.7% 159% 23.2 17.4 0.87 -19.4% -18.6%
PGR NYSE
Progressive		 -0.28% 38.3% 314% 19.4 18.7 0.13 61.5% 12.3%
KNSL NYSE
Kinsale Capital		 13.4% -4.65% 395% 27.1 28.2 1.88 87.4% 35.9%
AIZ NYSE
Assurant		 0.78% 14.7% 135% 14.3 12.8 1.46 35.9% 10.5%
HCI NYSE
HCI		 5.02% 29.6% 322% 16.9 9.28 1.7 50.0% -24.6%
SKWD NASDAQ
Skyward Specialty Insurance		 -0.28% 44.9% 260% 18.3 15.3 0.72 73.8% 55.4%
SIGI NASDAQ
Selective Insurance		 5.47% -12.6% 111% 28.4 11.9 1.86 -11.2% -2.68%

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 29.54% -3.50% -3.62%
3 Months 23.81% 3.57% -3.76%
12 Months 37.67% 20.61% 8.80%
5 Years 56.61% 178.11% 143.09%
Trend Score (consistency of price movement) HRTG XLF S&P 500
1 Month 90.6% 50.4% -17.5%
3 Months 60.2% 3.2% -55.3%
12 Months 57.6% 93.1% 84.8%
5 Years -3.70% 75.2% 84.4%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #2 34.2% 34.4%
3 Month #9 19.6% 28.7%
12 Month #23 14.1% 26.5%
5 Years #52 -43.7% -35.6%

FAQs

Does HRTG Heritage Insurance outperforms the market?

Yes, over the last 12 months HRTG made 37.67%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 20.61%.
Over the last 3 months HRTG made 23.81%, while XLF made 3.57%.

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 10.8% 33.2% 29.2% 28.9%
US NASDAQ 100 QQQ 12.5% 34.3% 29.9% 30.8%
US Dow Jones Industrial 30 DIA 9.76% 32.3% 28.1% 29.8%
German DAX 40 DAX 10.9% 32.4% 11.4% 15.3%
Shanghai Shenzhen CSI 300 CSI 300 9.83% 29.3% 37.4% 28.6%
Hongkong Hang Seng HSI 8.02% 27.1% 33.6% 19.5%
India NIFTY 50 INDA 10.2% 22.7% 40.1% 37.8%
Brasil Bovespa EWZ 9.36% 21.3% 35.8% 48.9%

HRTG vs. Sectors HRTG is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC 11.7% 33.7% 21.2% 19.1%
Consumer Discretionary XLY 11.4% 35.2% 28.0% 27.4%
Consumer Staples XLP 4.35% 31.1% 28.3% 26.9%
Energy XLE 7.47% 21.7% 22.1% 35.6%
Financial XLF 9.65% 33.0% 17.2% 17.1%
Health Care XLV 9.63% 33.3% 34.1% 38.2%
Industrial XLI 10.3% 31.2% 30.4% 30.7%
Materials XLB 8.55% 29.9% 37.8% 42.7%
Real Estate XLRE 6.94% 32.7% 32.5% 26.1%
Technology XLK 13.0% 34.3% 33.7% 37.4%
Utilities XLU 5.53% 29.2% 29.9% 12.8%
Aerospace & Defense XAR 13.2% 29.9% 26.1% 20.4%
Biotech XBI 18.5% 38.2% 48.7% 54.3%
Homebuilder XHB 10.7% 31.0% 49.9% 48.8%
Retail XRT 9.24% 32.2% 35.9% 47.1%

HRTG vs. Commodities HRTG is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 5.28% 24.4% 21.6% 40.9%
Natural Gas UNG 6.48% 35.2% 1.99% 3.17%
Gold GLD 5.03% 21.7% 11.4% -0.70%
Silver SLV 8.14% 23.0% 21.3% 3.68%
Copper CPER 11.9% 19.2% 18.2% 13.5%

HRTG vs. Yields & Bonds HRTG is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 6.37% 30.7% 33.9% 35.1%
iShares High Yield Corp. Bond HYG 8.72% 30.2% 27.0% 29.3%