Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATHDX (HERITAGE FUND R6 CLASS) | 6.52% | 6.85% | 15.84% | 6.39% | 12.40% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/29/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATHDX (HERITAGE FUND R6 CLASS) | 07/29/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.75 | 6.85 | 15.84 | 6.39 | 12.40 | NA | NA | … | … | 6.52 | -7.30 | 11.37 | 20.16 | -28.37 | 0.93 | 27.00 | 35.90 | -4.75 | 22.25 | 3.55 | 2.37 | 8.45 | 11.11 |
| Sharpe Ratio | NA | 0.40 | 0.66 | 0.16 | 0.47 | NA | NA | … | … | 0.61 | -0.34 | 0.22 | 0.93 | -0.88 | 0.04 | 0.67 | 2.23 | -0.31 | 2.48 | 0.21 | 0.11 | 0.56 | 2.16 |
| Standard Deviation(%) | NA | 17.33 | 20.06 | 23.22 | 22.86 | NA | NA | … | … | 20.48 | 30.07 | 21.36 | 17.24 | 33.77 | 21.72 | 40.06 | 15.48 | 19.43 | 8.76 | 16.06 | 22.05 | 15.07 | 12.88 |
| Draw Down(%) | NA | 15.70 | 26.25 | 40.24 | 40.24 | NA | NA | … | … | 13.70 | 26.25 | 18.40 | 15.88 | 36.39 | 19.99 | 37.62 | 7.37 | 21.53 | 3.90 | 16.33 | 12.47 | 11.35 | 4.08 |
| Yield(%) | 0.00 | 15.30 | 12.08 | 7.88 | 11.38 | 8.87 | 6.66 | … | … | 0.00 | 16.19 | 14.84 | 0.82 | 0.62 | 10.69 | 15.28 | 12.64 | 17.76 | 9.80 | 8.00 | 11.16 | 14.78 | 13.32 |
Data as of 06/04/2026, Common starting date is 07/29/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATHDX (HERITAGE FUND R6 CLASS) |
-1.47%
Jul 2021 – Jul 2024 |
3.94%
Mar 2021 – Mar 2026 |
8.12%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATHDX (HERITAGE FUND R6 CLASS) |
29.58%
Dec 2018 – Dec 2021 |
22.12%
Oct 2016 – Oct 2021 |
12.88%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart