Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HNVIX (HEARTLAND VALUE PLUS FUND INSTITUTIONAL CLASS) | 19.73% | 33.99% | 8.70% | -1.65% | 7.14% | 5.92% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/07/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HNVIX (HEARTLAND VALUE PLUS FUND INSTITUTIONAL CLASS) | 05/07/2008 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.80 | 33.99 | 8.70 | -1.65 | 7.14 | 5.92 | NA | … | … | 19.73 | 1.30 | 0.01 | 2.12 | -6.47 | 2.86 | 12.27 | 26.28 | -12.95 | 10.08 | 26.89 | -17.13 | -2.44 | 34.54 | 11.67 | -5.07 | 28.86 | 27.27 | -23.75 |
| Sharpe Ratio | NA | 1.73 | 0.27 | -0.20 | 0.25 | NA | NA | … | … | 2.63 | -0.07 | -0.19 | -0.09 | -0.36 | 0.10 | 0.30 | 1.49 | -0.80 | 0.68 | 1.47 | -0.98 | -0.14 | 2.20 | 0.65 | -0.15 | 1.23 | 0.90 | -0.80 |
| Standard Deviation(%) | NA | 17.10 | 19.62 | 21.56 | 22.49 | NA | NA | … | … | 17.88 | 22.39 | 18.57 | 17.44 | 22.01 | 27.78 | 39.30 | 16.61 | 18.01 | 13.94 | 18.20 | 17.44 | 17.36 | 15.69 | 18.12 | 33.30 | 23.32 | 30.08 | 43.53 |
| Draw Down(%) | NA | 11.95 | 28.42 | 40.82 | 40.82 | NA | NA | … | … | 11.95 | 25.00 | 9.86 | 18.03 | 20.22 | 21.45 | 35.44 | 9.46 | 27.19 | 9.71 | 10.81 | 21.59 | 17.87 | 8.02 | 12.63 | 28.63 | 19.47 | 27.46 | 41.92 |
| Yield(%) | 0.00 | 1.01 | 2.02 | 1.45 | 2.16 | 3.78 | 3.58 | … | … | 0.00 | 0.92 | 3.22 | 1.74 | 0.67 | 3.30 | 0.79 | 2.08 | 1.22 | 0.40 | 0.96 | 7.10 | 9.48 | 13.52 | 4.46 | 1.99 | 1.44 | 1.76 | 0.32 |
Data as of 06/04/2026, Common starting date is 05/07/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HNVIX (HEARTLAND VALUE PLUS FUND INSTITUTIONAL CLASS) |
-9.56%
May 2021 – May 2024 |
-2.83%
Mar 2021 – Mar 2026 |
2.03%
Jun 2014 – Jun 2024 |
4.21%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HNVIX (HEARTLAND VALUE PLUS FUND INSTITUTIONAL CLASS) |
25.38%
Feb 2009 – Feb 2012 |
22.57%
Feb 2009 – Feb 2014 |
12.34%
Feb 2009 – Feb 2019 |
9.07%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart