Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATHYX (HERITAGE FUND Y CLASS) | 6.56% | 6.89% | 15.86% | 6.39% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/11/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATHYX (HERITAGE FUND Y CLASS) | 04/11/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.79 | 6.89 | 15.86 | 6.39 | NA | NA | NA | … | … | 6.56 | -7.30 | 11.33 | 20.21 | -28.40 | 0.96 | 26.95 | 35.98 | -4.86 | 14.47 |
| Sharpe Ratio | NA | 0.39 | 0.66 | 0.16 | NA | NA | NA | … | … | 0.60 | -0.34 | 0.22 | 0.93 | -0.88 | 0.04 | 0.66 | 2.23 | -0.32 | 2.25 |
| Standard Deviation(%) | NA | 17.38 | 20.07 | 23.24 | NA | NA | NA | … | … | 20.56 | 30.05 | 21.36 | 17.25 | 33.81 | 21.74 | 40.07 | 15.47 | 19.42 | 8.83 |
| Draw Down(%) | NA | 15.71 | 26.25 | 40.25 | NA | NA | NA | … | … | 13.73 | 26.25 | 18.42 | 15.88 | 36.41 | 20.01 | 37.62 | 7.41 | 21.59 | 3.90 |
| Yield(%) | 0.00 | 15.30 | 12.08 | 7.88 | 10.51 | 7.01 | 5.26 | … | … | 0.00 | 16.19 | 14.84 | 0.82 | 0.62 | 10.69 | 15.28 | 12.64 | 17.76 | 9.22 |
Data as of 06/04/2026, Common starting date is 04/11/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATHYX (HERITAGE FUND Y CLASS) |
-1.47%
Jul 2021 – Jul 2024 |
3.94%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATHYX (HERITAGE FUND Y CLASS) |
29.60%
Dec 2018 – Dec 2021 |
15.13%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart