Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ATHWX (HERITAGE FUND R CLASS) | 8.45% | 20.83% | 18.95% | 11.36% | 10.35% | 12.37% | NA | 9.23% |
Data as of 07/11/2025, AR inception is 09/28/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATHWX (HERITAGE FUND R CLASS) | 09/28/2007 | 07/11/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.56 | 20.83 | 18.95 | 11.36 | 10.35 | 12.37 | NA | 9.23 | 8.45 | 4.92 | 18.86 | -29.19 | -3.17 | 21.84 | 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 | 0.67 | 0.70 | 0.36 | 0.39 | NA | NA | 0.33 | 0.44 | -0.07 | 0.85 | -0.91 | -0.14 | 0.52 | 2.16 | -0.35 | 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 | 26.13 | 22.27 | 23.96 | 22.94 | NA | NA | 24.28 | 31.07 | 24.77 | 17.24 | 33.74 | 22.97 | 41.11 | 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 | 26.33 | 26.33 | 40.43 | 40.43 | NA | NA | 57.15 | 26.33 | 22.51 | 16.05 | 36.79 | 22.66 | 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 | 18.20 | 8.76 | 10.92 | 9.71 | 13.37 | 7.67 | 9.02 | 0.00 | 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 07/11/2025, AR inception 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