Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATHWX (HERITAGE FUND R CLASS) | 6.15% | 5.94% | 14.83% | 5.50% | 11.46% | 10.40% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/28/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATHWX (HERITAGE FUND R CLASS) | 09/28/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.76 | 5.94 | 14.83 | 5.50 | 11.46 | 10.40 | NA | … | … | 6.15 | 6.00 | 24.03 | 19.99 | -28.48 | 11.06 | 41.95 | 34.78 | -5.53 | 21.20 | 2.74 | 1.47 | 7.53 | 30.36 | 15.47 | -6.99 | 30.69 | 36.11 | -46.41 | 6.82 |
| Sharpe Ratio | NA | 0.34 | 0.61 | 0.12 | 0.43 | NA | NA | … | … | 0.55 | 0.13 | 1.20 | 0.95 | -0.89 | 0.53 | 1.08 | 2.16 | -0.36 | 2.37 | 0.16 | 0.09 | 0.50 | 2.25 | 0.95 | -0.23 | 1.28 | 1.18 | -1.09 | 1.11 |
| Standard Deviation(%) | NA | 17.40 | 20.08 | 23.23 | 22.86 | NA | NA | … | … | 20.59 | 24.70 | 17.07 | 17.26 | 33.78 | 20.90 | 38.43 | 15.45 | 19.43 | 8.71 | 16.10 | 15.91 | 15.06 | 13.51 | 16.35 | 30.01 | 23.83 | 30.56 | 43.40 | 24.57 |
| Draw Down(%) | NA | 16.04 | 26.33 | 40.43 | 40.43 | NA | NA | … | … | 13.85 | 26.33 | 9.97 | 16.05 | 36.16 | 13.31 | 37.69 | 7.53 | 21.64 | 3.91 | 16.39 | 12.66 | 11.81 | 6.95 | 12.28 | 26.40 | 18.02 | 21.46 | 56.21 | 9.68 |
| Yield(%) | 0.00 | 22.58 | 16.61 | 10.28 | 12.68 | 11.30 | 8.73 | … | … | 0.00 | 23.81 | 20.57 | 1.12 | 0.84 | 13.91 | 19.07 | 15.28 | 20.49 | 11.08 | 8.88 | 12.13 | 15.75 | 16.13 | 2.41 | 0.00 | 0.00 | 0.00 | 0.33 | 4.91 |
Data as of 06/04/2026, Common starting date is 09/28/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATHWX (HERITAGE FUND R CLASS) |
-4.18%
Oct 2007 – Oct 2010 |
0.35%
Oct 2007 – Oct 2012 |
5.81%
Oct 2007 – Oct 2017 |
6.59%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATHWX (HERITAGE FUND R CLASS) |
28.91%
Feb 2009 – Feb 2012 |
24.26%
Feb 2009 – Feb 2014 |
15.50%
Feb 2009 – Feb 2019 |
14.06%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart