Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HNMDX (HEARTLAND MID CAP VALUE FUND INSTITUTIONAL CLASS) | 11.00% | 13.52% | 8.41% | 5.81% | 9.89% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HNMDX (HEARTLAND MID CAP VALUE FUND INSTITUTIONAL CLASS) | 11/03/2014 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.10 | 13.52 | 8.41 | 5.81 | 9.89 | NA | NA | … | … | 11.00 | 0.38 | 3.86 | 13.72 | -2.86 | 28.40 | 7.18 | 25.58 | -8.28 | 8.37 | 28.97 | -6.89 | 2.14 |
| Sharpe Ratio | NA | 0.70 | 0.37 | 0.20 | 0.43 | NA | NA | … | … | 1.74 | -0.14 | 0.02 | 0.68 | -0.21 | 1.86 | 0.17 | 1.76 | -0.66 | 0.79 | 1.74 | -0.43 | 1.05 |
| Standard Deviation(%) | NA | 13.23 | 14.53 | 16.01 | 19.39 | NA | NA | … | … | 13.33 | 17.45 | 12.14 | 15.03 | 20.47 | 15.27 | 41.40 | 13.69 | 14.75 | 9.78 | 16.53 | 15.99 | 13.51 |
| Draw Down(%) | NA | 9.34 | 17.78 | 17.78 | 42.59 | NA | NA | … | … | 9.34 | 14.48 | 8.48 | 12.43 | 15.76 | 7.50 | 42.59 | 9.14 | 19.09 | 7.85 | 12.03 | 16.26 | 5.74 |
| Yield(%) | 0.00 | 2.43 | 3.78 | 6.71 | 7.55 | 5.31 | 3.98 | … | … | 0.00 | 2.40 | 6.03 | 2.40 | 5.19 | 25.34 | 0.57 | 2.88 | 8.18 | 6.91 | 0.92 | 2.22 | 0.23 |
Data as of 06/05/2026, Common starting date is 11/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HNMDX (HEARTLAND MID CAP VALUE FUND INSTITUTIONAL CLASS) |
-5.93%
Mar 2017 – Mar 2020 |
-0.07%
Mar 2015 – Mar 2020 |
8.36%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HNMDX (HEARTLAND MID CAP VALUE FUND INSTITUTIONAL CLASS) |
26.34%
Mar 2020 – Mar 2023 |
18.39%
Mar 2020 – Mar 2025 |
11.78%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart