Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATHAX (HERITAGE FUND A CLASS) | 5.42% | 5.94% | 14.83% | 5.94% | 11.71% | 10.50% | 10.27% | … | … |
Data as of 06/03/2026, Common starting date is 07/14/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATHAX (HERITAGE FUND A CLASS) | 07/14/1997 | 06/03/2026 |
| 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 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.45 | 5.94 | 14.83 | 5.94 | 11.71 | 10.50 | 10.27 | … | … | 5.42 | 6.30 | 24.33 | 20.26 | -28.27 | 11.30 | 42.35 | 35.11 | -5.35 | 21.52 | 3.01 | 1.76 | 7.77 | 30.64 | 15.78 | -6.76 | 30.98 | 36.51 | -46.29 | 45.37 | 16.81 | 21.90 | 6.84 | 21.24 | -16.14 | -25.75 | 16.97 | 50.79 | -0.31 | -19.33 |
| Sharpe Ratio | NA | 0.36 | 0.62 | 0.13 | 0.44 | NA | NA | … | … | 0.57 | 0.14 | 1.21 | 0.97 | -0.88 | 0.54 | 1.09 | 2.18 | -0.35 | 2.38 | 0.17 | 0.11 | 0.51 | 2.26 | 0.97 | -0.23 | 1.29 | 1.19 | -1.08 | 2.07 | 0.71 | 1.35 | 0.40 | 1.21 | -0.75 | -1.29 | 0.41 | 2.53 | -0.17 | -1.07 |
| Standard Deviation(%) | NA | 17.27 | 20.09 | 23.26 | 22.88 | NA | NA | … | … | 20.56 | 24.72 | 17.11 | 17.26 | 33.86 | 20.87 | 38.46 | 15.47 | 19.39 | 8.79 | 16.11 | 15.90 | 15.06 | 13.52 | 16.35 | 29.55 | 23.86 | 30.61 | 43.44 | 20.47 | 18.92 | 14.52 | 14.80 | 16.96 | 23.07 | 22.20 | 30.98 | 18.74 | 22.04 | 37.70 |
| Draw Down(%) | NA | 15.94 | 26.30 | 40.37 | 40.37 | NA | NA | … | … | 13.81 | 26.30 | 10.00 | 16.05 | 36.10 | 13.35 | 37.65 | 7.48 | 21.62 | 3.88 | 16.36 | 12.63 | 11.65 | 6.90 | 12.26 | 26.36 | 18.01 | 21.49 | 56.15 | 14.29 | 20.09 | 9.81 | 15.88 | 14.10 | 28.45 | 35.05 | 24.57 | 11.07 | 37.47 | 31.88 |
| Yield(%) | 0.00 | 22.22 | 16.40 | 10.37 | 12.82 | 11.30 | 12.54 | … | … | 0.00 | 23.34 | 20.26 | 1.11 | 0.83 | 13.83 | 19.02 | 15.28 | 20.55 | 11.14 | 8.94 | 12.24 | 15.90 | 16.31 | 2.44 | 0.00 | 0.00 | 0.00 | 0.47 | 6.83 | 7.34 | 0.74 | 0.00 | 0.00 | 0.00 | 0.00 | 23.26 | 13.03 | 0.03 | 0.45 |
Data as of 06/03/2026, Common starting date is 07/14/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATHAX (HERITAGE FUND A CLASS) |
-16.28%
Feb 2000 – Feb 2003 |
-4.77%
Sep 1997 – Sep 2002 |
1.13%
Aug 2000 – Aug 2010 |
5.31%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATHAX (HERITAGE FUND A CLASS) |
31.23%
Oct 2004 – Oct 2007 |
24.57%
Feb 2009 – Feb 2014 |
15.86%
Sep 2011 – Sep 2021 |
14.35%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart