Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HRMDX (HEARTLAND MID CAP VALUE FUND INVESTOR CLASS) | 11.21% | 13.28% | 8.25% | 5.55% | 9.65% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HRMDX (HEARTLAND MID CAP VALUE FUND INVESTOR CLASS) | 11/03/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.75 | 13.28 | 8.25 | 5.55 | 9.65 | NA | NA | … | … | 11.21 | 0.12 | 3.67 | 13.37 | -3.09 | 28.13 | 6.93 | 25.30 | -8.58 | 8.11 | 28.67 | -7.08 | 2.02 |
| Sharpe Ratio | NA | 0.68 | 0.36 | 0.18 | 0.42 | NA | NA | … | … | 1.72 | -0.16 | 0.00 | 0.65 | -0.22 | 1.84 | 0.16 | 1.73 | -0.67 | 0.77 | 1.73 | -0.45 | 0.99 |
| Standard Deviation(%) | NA | 13.28 | 14.56 | 16.04 | 19.40 | NA | NA | … | … | 13.33 | 17.51 | 12.16 | 15.03 | 20.53 | 15.27 | 41.37 | 13.76 | 14.82 | 9.75 | 16.46 | 15.94 | 13.55 |
| Draw Down(%) | NA | 9.39 | 17.89 | 17.89 | 42.61 | NA | NA | … | … | 9.39 | 14.56 | 8.48 | 12.38 | 15.84 | 7.49 | 42.61 | 9.24 | 19.13 | 7.94 | 12.00 | 16.30 | 5.65 |
| Yield(%) | 0.00 | 2.17 | 3.53 | 6.50 | 7.29 | 5.10 | 3.83 | … | … | 0.00 | 2.14 | 5.79 | 2.15 | 4.99 | 25.11 | 0.48 | 2.77 | 7.98 | 6.65 | 0.90 | 1.64 | 0.32 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| HRMDX (HEARTLAND MID CAP VALUE FUND INVESTOR CLASS) |
-6.15%
Mar 2017 – Mar 2020 |
-0.32%
Mar 2015 – Mar 2020 |
8.10%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRMDX (HEARTLAND MID CAP VALUE FUND INVESTOR CLASS) |
26.02%
Mar 2020 – Mar 2023 |
18.10%
Mar 2020 – Mar 2025 |
11.50%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart