Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ATHAX (HERITAGE FUND A CLASS) | 9.45% | 20.90% | 20.73% | 11.44% | 10.69% | 12.55% | 11.30% | 8.75% |
Data as of 07/14/2025, AR inception is 07/14/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATHAX (HERITAGE FUND A CLASS) | 07/14/1997 | 07/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -0.79 | 20.90 | 20.73 | 11.44 | 10.69 | 12.55 | 11.30 | 8.75 | 9.45 | 5.50 | 19.14 | -28.97 | -2.84 | 22.28 | 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 | 0.69 | 0.71 | 0.37 | 0.41 | NA | NA | 0.31 | 0.46 | -0.04 | 0.87 | -0.90 | -0.12 | 0.53 | 2.18 | -0.34 | 2.39 | 0.17 | 0.11 | 0.51 | 2.26 | 0.97 | -0.23 | 1.30 | 1.19 | -1.08 | 2.08 | 0.72 | 1.36 | 0.40 | 1.21 | -0.75 | -1.28 | 0.42 | 2.54 | -0.16 | -1.06 |
| Standard Deviation(%) | NA | 26.17 | 22.31 | 23.99 | 22.96 | NA | NA | 23.38 | 31.13 | 24.56 | 17.24 | 33.81 | 22.92 | 41.12 | 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 | 26.30 | 26.30 | 40.37 | 40.37 | NA | NA | 57.09 | 26.30 | 22.28 | 16.05 | 36.72 | 22.52 | 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 | 17.74 | 8.92 | 10.70 | 9.76 | 13.30 | 13.55 | 9.80 | 0.00 | 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 07/14/2025, AR inception 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