HFWA vs OPY
Comparison between Heritage Financial Corp (HFWA, Company) and Oppenheimer Holdings Inc - Class A (OPY, Company).
Both HFWA and OPY are from the Financial Services sector.
5-Year PerformanceOPY has outperformed HFWA, delivering a return of +19.4% compared to +6.7%
HFWA vs OPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
HFWA vs OPY - Historical Returns
Returns include dividend reinvestment.
HFWA vs OPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | HFWA | OPY |
|---|---|---|
| 2026 | +19.97% | +48.21% |
| 2025 | +2.45% | +14.34% |
| 2024 | +21.08% | +57.32% |
| 2023 | -26.28% | -4.06% |
| 2022 | +28.53% | -8.14% |
| 2021 | +9.22% | +52.77% |
| 2020 | -14.06% | +17.41% |
| 2019 | -2.73% | +10.55% |
| 2018 | -0.02% | -2.52% |
| 2017 | +21.19% | +47.31% |
| 2016 | +46.02% | +16.52% |
| 2015 | +13.14% | -23.24% |
| 2014 | +6.05% | -2.10% |
| 2013 | +15.50% | +44.70% |
| 2012 | +15.98% | +9.67% |
| 2011 | -7.09% | -38.75% |
| 2010 | -1.63% | -20.74% |
| 2009 | +12.07% | +162.67% |
| 2008 | -32.82% | -68.83% |
| 2007 | -15.32% | +25.87% |
| 2006 | +3.52% | +72.02% |
| 2005 | +13.39% | -19.32% |
| 2004 | +6.88% | -23.36% |
| 2003 | +26.85% | +39.29% |
| 2002 | +56.03% | -8.57% |
| 2001 | +23.90% | +20.61% |
| 2000 | +22.62% | +63.38% |
| 1999 | +1.47% | -3.91% |
HFWA vs OPY Drawdown Comparison
The maximum drawdown for HFWA was -65.13%, occurring on Mar 9, 2009. Recovery took 2673 trading sessions.
The maximum drawdown for OPY was -87.49%, occurring on Mar 9, 2009. Recovery took 3438 trading sessions.
The current HFWA drawdown is -4.99%. The current OPY drawdown is -7.32%.
| Rank | HFWA | OPY |
|---|---|---|
| #1 | -65.13% Apr 4, 2006 - Nov 14, 2016 | -87.49% Jul 11, 2007 - Mar 8, 2021 |
| #2 | -55.47% Jul 23, 2018 - Oct 28, 2022 | -45.71% Jun 16, 2021 - Jul 15, 2024 |
| #3 | -54.34% Nov 7, 2022 - May 12, 2023 | -45.62% Dec 5, 2003 - Oct 25, 2006 |
| #4 | -22.87% Apr 3, 2003 - Sep 26, 2005 | -31.05% Jun 6, 2001 - May 29, 2003 |
| #5 | -17.05% Dec 17, 1999 - Jun 29, 2000 | -29.42% Jan 24, 2025 - Jul 22, 2025 |
| #6 | -14.54% Jan 25, 2017 - Apr 27, 2017 | -21.22% Apr 22, 2026 - May 28, 2026 |
| #7 | -11.91% Apr 27, 2017 - Jul 26, 2017 | -19.35% Sep 18, 2025 - Jan 15, 2026 |
| #8 | -11.34% Nov 29, 2017 - May 22, 2018 | -17.56% Jul 25, 2024 - Nov 1, 2024 |
| #9 | -10.53% Sep 1, 2000 - Nov 22, 2000 | -14.56% Oct 31, 2006 - Jan 16, 2007 |
| #10 | -9.26% Mar 20, 2001 - Jun 15, 2001 | -13.70% Jan 19, 2007 - Apr 12, 2007 |
| #11 | -6.77% Dec 29, 2000 - Feb 7, 2001 | -12.76% Jun 2, 2003 - Oct 2, 2003 |
| #12 | -6.65% Aug 1, 2017 - Sep 18, 2017 | -12.62% Sep 14, 2000 - Nov 28, 2000 |
| #13 | -6.49% Sep 30, 2005 - Oct 28, 2005 | -11.16% Feb 9, 2026 - Apr 7, 2026 |
| #14 | -6.11% Nov 6, 2017 - Nov 28, 2017 | -10.34% Feb 15, 2001 - Mar 19, 2001 |
| #15 | -5.94% Aug 28, 2001 - Dec 3, 2001 | -9.56% Mar 19, 2001 - May 10, 2001 |
Correlation
Correlation between HFWA and OPY is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (1999 - 2026)
HFWA vs OPY dividend yield comparison.
| Year | HFWA | OPY |
|---|---|---|
| 2026 | 1.72% | 0.35% |
| 2025 | 4.06% | 2.38% |
| 2024 | 3.76% | 1.03% |
| 2023 | 4.11% | 1.45% |
| 2022 | 2.74% | 1.42% |
| 2021 | 3.31% | 3.32% |
| 2020 | 3.42% | 4.71% |
| 2019 | 2.97% | 1.67% |
| 2018 | 2.09% | 1.72% |
| 2017 | 1.66% | 1.64% |
| 2016 | 2.80% | 2.37% |
| 2015 | 2.81% | 2.53% |
| 2014 | 2.85% | 1.89% |
| 2013 | 2.46% | 1.78% |
| 2012 | 5.45% | 2.55% |
| 2011 | 3.03% | 2.73% |
| 2010 | 0.00% | 1.68% |
| 2009 | 0.73% | 1.32% |
| 2008 | 6.29% | 3.42% |
| 2007 | 4.22% | 0.99% |
| 2006 | 3.18% | 1.20% |
| 2005 | 2.91% | 1.80% |
| 2004 | 2.85% | 1.41% |
| 2003 | 2.55% | 1.06% |
| 2002 | 2.64% | 1.43% |
| 2001 | 3.27% | 1.27% |
| 2000 | 3.04% | 1.29% |
| 1999 | 0.00% | 0.47% |
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