Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HNSVX (HEARTLAND SELECT VALUE FUND INSTITUTIONAL CLASS) | NA | -6.20% | 1.46% | 6.00% | 7.72% | NA | NA | 6.81% |
Data as of 10/22/2020, AR inception is 05/07/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HNSVX (HEARTLAND SELECT VALUE FUND INSTITUTIONAL CLASS) | 05/07/2008 | 10/22/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -6.20 | 1.46 | 6.00 | 7.72 | NA | NA | 6.81 | -15.56 | 18.90 | -4.55 | 12.69 | 19.54 | -3.92 | 4.40 | 35.44 | 13.43 | -6.42 | 18.15 | 39.02 | -30.96 |
| Sharpe Ratio | NA | -0.29 | -0.05 | 0.22 | 0.37 | NA | NA | 0.26 | -0.48 | 1.38 | -0.41 | 1.34 | 1.23 | -0.25 | 0.32 | 2.76 | 0.84 | -0.25 | 0.88 | 1.29 | -0.92 |
| Standard Deviation(%) | NA | 35.87 | 23.48 | 20.11 | 18.79 | NA | NA | 22.51 | 39.64 | 12.67 | 14.51 | 9.07 | 15.64 | 15.53 | 13.71 | 12.81 | 15.97 | 26.07 | 20.49 | 30.25 | 47.57 |
| Draw Down(%) | NA | 38.99 | 38.99 | 38.99 | 38.99 | NA | NA | 51.71 | 38.97 | 9.74 | 17.42 | 5.66 | 11.33 | 15.27 | 14.23 | 5.03 | 12.75 | 24.79 | 17.66 | 29.25 | 49.17 |
| Yield(%) | 0.00 | 9.46 | 11.41 | 11.58 | 10.74 | 7.46 | 5.59 | 9.32 | 3.66 | 6.44 | 14.57 | 13.89 | 14.87 | 9.85 | 11.96 | 19.05 | 4.57 | 1.76 | 0.90 | 1.10 | 0.77 |
Data as of 10/22/2020, AR inception is 05/07/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HNSVX (HEARTLAND SELECT VALUE FUND INSTITUTIONAL CLASS) |
-3.63%
Mar 2017 - Mar 2020 |
0.61%
Mar 2015 - Mar 2020 |
5.54%
Mar 2010 - Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HNSVX (HEARTLAND SELECT VALUE FUND INSTITUTIONAL CLASS) |
26.52%
Feb 2009 - Feb 2012 |
22.94%
Feb 2009 - Feb 2014 |
15.07%
Feb 2009 - Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart