Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HRSVX (HEARTLAND SELECT VALUE FUND INVESTOR CLASS) | NA | -6.38% | 1.22% | 5.76% | 7.43% | 6.95% | 8.88% | 9.29% |
Data as of 10/22/2020, AR inception is 01/07/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HRSVX (HEARTLAND SELECT VALUE FUND INVESTOR CLASS) | 01/07/1997 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -6.38 | 1.22 | 5.76 | 7.43 | 6.95 | 8.88 | 9.29 | -15.49 | 18.58 | -4.76 | 12.42 | 19.25 | -4.16 | 4.07 | 35.03 | 13.07 | -6.68 | 17.77 | 38.63 | -31.24 | 4.02 | 16.69 | 13.49 | 17.24 | 35.66 | -13.86 | 16.43 | 30.64 | 1.90 | 1.73 | 22.09 |
| Sharpe Ratio | NA | -0.29 | -0.05 | 0.21 | 0.35 | NA | NA | 0.37 | -0.48 | 1.35 | -0.42 | 1.31 | 1.21 | -0.27 | 0.30 | 2.73 | 0.82 | -0.26 | 0.86 | 1.27 | -0.78 | 0.07 | 1.12 | 0.93 | 1.28 | 2.02 | -0.60 | 0.81 | 1.67 | -0.09 | -0.09 | 1.44 |
| Standard Deviation(%) | NA | 35.80 | 23.44 | 20.09 | 18.77 | NA | NA | 19.82 | 39.56 | 12.68 | 14.51 | 9.02 | 15.66 | 15.52 | 13.72 | 12.83 | 15.98 | 26.04 | 20.45 | 30.24 | 40.90 | 15.38 | 12.05 | 12.14 | 12.77 | 17.32 | 24.74 | 17.68 | 15.96 | 14.41 | 17.29 | 13.11 |
| Draw Down(%) | NA | 38.99 | 38.99 | 38.99 | 38.99 | NA | NA | 54.61 | 38.96 | 9.76 | 17.45 | 5.71 | 11.37 | 15.32 | 14.29 | 5.06 | 12.82 | 24.90 | 17.70 | 29.33 | 49.29 | 14.56 | 11.19 | 7.24 | 8.90 | 16.51 | 32.65 | 18.82 | 10.71 | 15.92 | 27.20 | 9.66 |
| Yield(%) | 0.00 | 8.99 | 11.11 | 11.30 | 10.41 | 9.07 | 13.31 | 14.93 | 3.44 | 6.13 | 14.27 | 13.58 | 14.55 | 9.57 | 11.58 | 18.60 | 4.15 | 1.43 | 0.62 | 0.76 | 0.50 | 9.27 | 7.33 | 4.19 | 1.28 | 0.08 | 0.19 | 1.18 | 2.40 | 3.47 | 4.60 | 5.56 |
Data as of 10/22/2020, AR inception is 01/07/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRSVX (HEARTLAND SELECT VALUE FUND INVESTOR CLASS) |
-13.18%
Feb 2006 - Feb 2009 |
-2.56%
Feb 2004 - Feb 2009 |
5.25%
Mar 2010 - Mar 2020 |
5.86%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRSVX (HEARTLAND SELECT VALUE FUND INVESTOR CLASS) |
29.54%
Mar 2003 - Mar 2006 |
22.58%
Feb 2009 - Feb 2014 |
14.75%
Feb 2009 - Feb 2019 |
11.59%
Feb 1999 - Feb 2014 |
Annualized Rolling Returns Comparison Chart