Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HRVIX (HEARTLAND VALUE PLUS FUND INVESTOR CLASS) | -3.71% | -3.86% | 1.76% | 8.05% | 5.86% | 7.24% | 6.63% | 8.85% |
Data as of 07/18/2025, AR inception is 12/30/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HRVIX (HEARTLAND VALUE PLUS FUND INVESTOR CLASS) | 12/30/1993 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.23 | -3.86 | 1.76 | 8.05 | 5.86 | 7.24 | 6.63 | 8.85 | -3.71 | -0.28 | 1.83 | -4.99 | 24.88 | 12.62 | 26.01 | -13.12 | 9.81 | 26.77 | -17.35 | -2.74 | 34.18 | 11.38 | -5.34 | 28.50 | 26.74 | -17.88 | 1.36 | 13.76 | 1.34 | 16.97 | 53.56 | -3.79 | 34.76 | -8.83 | 1.67 | -10.78 | 30.60 | 33.79 | 21.66 | -4.96 | 0.59 |
| Sharpe Ratio | NA | -0.30 | -0.08 | 0.28 | 0.20 | NA | NA | 0.35 | -0.37 | -0.21 | -0.11 | -0.30 | 1.26 | 0.31 | 1.48 | -0.81 | 0.66 | 1.46 | -1.00 | -0.16 | 2.18 | 0.63 | -0.16 | 1.22 | 0.88 | -0.49 | -0.10 | 0.72 | -0.07 | 1.10 | 3.35 | -0.23 | 2.18 | -0.71 | -0.13 | -1.59 | 4.61 | 4.49 | 2.13 | -1.12 | NA |
| Standard Deviation(%) | NA | 23.56 | 20.41 | 20.58 | 21.77 | NA | NA | 19.81 | 26.25 | 18.58 | 17.45 | 21.81 | 19.77 | 39.26 | 16.61 | 18.02 | 13.95 | 18.16 | 17.46 | 17.37 | 15.69 | 18.11 | 33.29 | 23.29 | 30.11 | 37.99 | 18.03 | 14.34 | 14.10 | 14.58 | 15.75 | 21.13 | 15.12 | 18.28 | 13.26 | 8.95 | 5.81 | 6.64 | 8.32 | 7.16 | 0.00 |
| Draw Down(%) | NA | 28.50 | 28.50 | 28.50 | 36.47 | NA | NA | 47.18 | 25.06 | 9.88 | 18.17 | 20.37 | 11.01 | 35.47 | 9.47 | 27.24 | 9.83 | 10.80 | 21.70 | 17.94 | 8.04 | 12.66 | 28.69 | 19.57 | 27.54 | 41.98 | 16.41 | 14.22 | 12.85 | 11.29 | 12.30 | 28.19 | 14.59 | 23.46 | 17.40 | 22.95 | 3.13 | 5.21 | 4.68 | 10.67 | 0.00 |
| Yield(%) | 0.00 | 2.91 | 2.32 | 7.98 | 5.35 | 6.97 | 6.42 | 12.32 | 0.00 | 2.91 | 1.45 | 2.07 | 24.64 | 1.15 | 1.80 | 0.96 | 0.15 | 0.83 | 6.74 | 9.14 | 13.11 | 4.12 | 1.66 | 1.09 | 1.22 | 0.46 | 16.75 | 9.90 | 5.16 | 3.00 | 0.32 | 0.77 | 1.47 | 2.15 | 3.18 | 3.87 | 12.72 | 10.28 | 4.25 | 3.94 | 0.69 |
Data as of 07/18/2025, AR inception is 12/30/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRVIX (HEARTLAND VALUE PLUS FUND INVESTOR CLASS) |
-9.00%
Feb 2006 - Feb 2009 |
-2.61%
Feb 2004 - Feb 2009 |
4.06%
Jun 2014 - Jun 2024 |
5.30%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRVIX (HEARTLAND VALUE PLUS FUND INVESTOR CLASS) |
28.92%
Feb 1995 - Feb 1998 |
22.20%
Feb 2009 - Feb 2014 |
15.14%
Dec 1994 - Dec 2004 |
11.83%
Mar 1999 - Mar 2014 |
Annualized Rolling Returns Comparison Chart