Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HINVX (HEARTLAND INTERNATIONAL VALUE FUND INVESTOR CLASS) | NA | -12.92% | 7.67% | -0.69% | NA | NA | NA | … | … |
Data as of 01/10/2019, Common starting date is 10/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HINVX (HEARTLAND INTERNATIONAL VALUE FUND INVESTOR CLASS) | 10/04/2010 | 01/10/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -12.92 | 7.67 | -0.69 | NA | NA | NA | … | … | 0.00 | -11.30 | 19.04 | 9.54 | -12.09 | -3.76 | 12.05 | 26.97 | -21.99 | 5.82 |
| Sharpe Ratio | NA | -1.95 | 0.67 | -0.11 | NA | NA | NA | … | … | 0.00 | -1.69 | 2.56 | 0.70 | -1.02 | -0.42 | 1.21 | 2.20 | -1.33 | 2.42 |
| Standard Deviation(%) | NA | 7.32 | 9.56 | 10.06 | NA | NA | NA | … | … | NA | 7.48 | 7.23 | 13.27 | 11.93 | 8.89 | 9.93 | 12.36 | 16.50 | 10.64 |
| Draw Down(%) | NA | 15.60 | 15.60 | 32.61 | NA | NA | NA | … | … | 0.00 | 15.60 | 3.16 | 14.32 | 22.03 | 12.64 | 9.09 | 14.63 | 27.26 | 5.66 |
| Yield(%) | 0.00 | 3.50 | 2.62 | 2.76 | 2.24 | 1.49 | 1.12 | … | … | 0.00 | 3.53 | 1.04 | 1.62 | 1.43 | 7.10 | 4.67 | 2.11 | 0.38 | 0.00 |
Data as of 01/10/2019, Common starting date is 10/04/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HINVX (HEARTLAND INTERNATIONAL VALUE FUND INVESTOR CLASS) |
-6.04%
Feb 2013 – Feb 2016 |
-3.79%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HINVX (HEARTLAND INTERNATIONAL VALUE FUND INVESTOR CLASS) |
12.81%
May 2012 – May 2015 |
7.79%
May 2012 – May 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart