Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HTLD (Heartland Express, Inc.) | 75.11% | 80.72% | 0.86% | -1.27% | -0.86% | 1.36% | 1.59% | … | … |
Data as of 06/04/2026, Common starting date is 11/05/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HTLD (Heartland Express, Inc.) | 11/05/1986 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.58 | 80.72 | 0.86 | -1.27 | -0.86 | 1.36 | 1.59 | … | … | 75.11 | -16.89 | -21.01 | -6.54 | -8.30 | -3.89 | -13.65 | 15.49 | -21.28 | 15.06 | 20.12 | -36.74 | 38.14 | 50.93 | -0.75 | -10.32 | 12.55 | -2.57 | 11.73 | 6.18 | 32.21 | -9.33 | 109.77 | 5.75 | -17.40 | 90.21 | 44.84 | -10.00 | -34.88 | 10.26 | 85.13 | -34.17 | 21.21 | 12.09 | 39.39 | 20.73 | 20.59 | 51.11 | 69.81 | -32.05 | 0.00 |
| Sharpe Ratio | NA | 1.63 | -0.12 | -0.16 | -0.10 | NA | NA | … | … | 5.55 | -0.54 | -1.02 | -0.40 | -0.34 | -0.20 | -0.39 | 0.61 | -0.80 | 0.63 | 0.72 | -1.40 | 1.56 | 2.04 | -0.04 | -0.35 | 0.49 | -0.07 | 0.21 | 0.10 | 0.68 | -0.46 | 2.24 | 0.15 | -0.29 | 1.97 | 0.79 | -0.33 | -0.75 | 0.15 | 1.98 | -0.68 | 0.51 | 0.20 | 0.85 | 0.34 | 0.41 | 1.30 | 1.11 | -0.55 | -0.07 |
| Standard Deviation(%) | NA | 40.10 | 33.67 | 30.68 | 28.81 | NA | NA | … | … | 44.42 | 37.23 | 27.16 | 27.50 | 28.65 | 19.89 | 35.59 | 23.09 | 28.12 | 22.93 | 27.78 | 26.33 | 24.51 | 24.91 | 19.45 | 29.88 | 25.29 | 37.03 | 51.29 | 32.36 | 42.57 | 25.05 | 48.54 | 33.42 | 63.06 | 45.70 | 51.87 | 40.24 | 51.24 | 43.90 | 40.86 | 55.51 | 35.47 | 50.28 | 43.05 | 49.62 | 36.82 | 34.86 | 58.39 | 65.14 | 53.51 |
| Draw Down(%) | NA | 25.06 | 57.64 | 59.14 | 69.73 | NA | NA | … | … | 19.63 | 39.93 | 30.05 | 33.72 | 23.95 | 18.10 | 25.32 | 17.61 | 26.71 | 18.15 | 14.79 | 38.20 | 12.82 | 8.24 | 15.21 | 28.52 | 16.94 | 24.58 | 27.94 | 23.93 | 23.01 | 21.45 | 15.86 | 25.05 | 51.81 | 22.03 | 19.84 | 29.40 | 53.98 | 30.28 | 19.43 | 44.36 | 26.03 | 27.03 | 23.88 | 39.62 | 35.71 | 16.67 | 24.44 | 56.73 | 10.00 |
| Yield(%) | 0.00 | 0.91 | 0.51 | 1.01 | 0.70 | 1.17 | 1.80 | … | … | 0.22 | 0.73 | 0.57 | 0.51 | 0.48 | 3.23 | 0.38 | 0.44 | 0.34 | 0.39 | 0.48 | 0.30 | 0.41 | 0.60 | 7.52 | 0.49 | 6.83 | 0.50 | 0.58 | 13.56 | 0.49 | 0.35 | 0.40 | 0.18 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/05/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTLD (Heartland Express, Inc.) |
-21.75%
Nov 2022 – Nov 2025 |
-16.40%
Jul 2020 – Jul 2025 |
-8.93%
Apr 2015 – Apr 2025 |
-3.50%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTLD (Heartland Express, Inc.) |
62.79%
Aug 1988 – Aug 1991 |
44.65%
Nov 1987 – Nov 1992 |
25.26%
Dec 1987 – Dec 1997 |
20.25%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart