Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AHGCX (HERITAGE FUND C CLASS) | 6.04% | 5.30% | 14.15% | 4.97% | 10.91% | 9.85% | 9.50% | … | … |
Data as of 06/04/2026, Common starting date is 06/27/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AHGCX (HERITAGE FUND C CLASS) | 06/27/2001 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.82 | 5.30 | 14.15 | 4.97 | 10.91 | 9.85 | 9.50 | … | … | 6.04 | -39.82 | -9.07 | 17.52 | -30.01 | -10.86 | 12.87 | 34.23 | -6.05 | 20.60 | 2.23 | 0.99 | 6.98 | 29.68 | 14.88 | -7.42 | 30.05 | 35.45 | -46.71 | 44.37 | 15.86 | 21.10 | 5.93 | 20.54 | -16.88 | -13.97 |
| Sharpe Ratio | NA | 0.30 | 0.57 | 0.10 | 0.41 | NA | NA | … | … | 0.54 | -0.67 | -0.43 | 0.77 | -0.93 | -0.40 | 0.29 | 2.12 | -0.38 | 2.28 | 0.13 | 0.06 | 0.46 | 2.19 | 0.91 | -0.25 | 1.26 | 1.16 | -1.09 | 2.03 | 0.67 | 1.30 | 0.34 | 1.18 | -0.78 | -1.56 |
| Standard Deviation(%) | NA | 17.28 | 20.04 | 23.25 | 22.87 | NA | NA | … | … | 20.41 | 64.13 | 36.08 | 17.30 | 33.80 | 27.37 | 44.14 | 15.45 | 19.42 | 8.81 | 16.12 | 15.89 | 15.06 | 13.51 | 16.36 | 29.53 | 23.82 | 30.48 | 43.44 | 20.50 | 18.92 | 14.54 | 14.69 | 16.84 | 23.08 | 17.88 |
| Draw Down(%) | NA | 16.37 | 26.39 | 40.48 | 40.48 | NA | NA | … | … | 13.91 | 48.06 | 32.51 | 16.27 | 37.40 | 28.52 | 37.73 | 7.63 | 21.73 | 3.95 | 16.39 | 12.80 | 12.09 | 6.99 | 12.32 | 26.47 | 18.12 | 21.55 | 56.44 | 14.33 | 20.22 | 9.96 | 16.07 | 14.13 | 28.55 | 25.90 |
| Yield(%) | 0.00 | 44.23 | 27.86 | 15.69 | 15.02 | 12.28 | 12.94 | … | … | 0.00 | 46.51 | 34.81 | 1.87 | 1.39 | 21.17 | 26.91 | 20.49 | 25.46 | 13.41 | 10.50 | 13.97 | 17.64 | 17.70 | 2.62 | 0.00 | 0.00 | 0.00 | 0.08 | 7.11 | 7.56 | 0.75 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/27/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AHGCX (HERITAGE FUND C CLASS) |
-9.76%
Feb 2006 – Feb 2009 |
-0.14%
Oct 2007 – Oct 2012 |
5.29%
Oct 2007 – Oct 2017 |
6.08%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AHGCX (HERITAGE FUND C CLASS) |
30.27%
Oct 2004 – Oct 2007 |
23.65%
Feb 2009 – Feb 2014 |
15.00%
Sep 2011 – Sep 2021 |
13.52%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart