Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HTLF (Heartland Financial USA Inc) | NA | 88.10% | 10.85% | 8.62% | 10.71% | 12.97% | 7.88% | … | … |
Data as of 01/31/2025, Common starting date is 01/04/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HTLF (Heartland Financial USA Inc) | 01/04/1999 | 01/31/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.90 | 88.10 | 10.85 | 8.62 | 10.71 | 12.97 | 7.88 | … | … | 5.50 | 67.34 | -16.27 | -5.72 | 27.85 | -16.97 | 14.87 | -17.18 | 12.97 | 55.16 | 17.25 | -4.33 | 11.80 | 73.76 | -9.72 | 24.85 | -28.27 | 13.03 | -34.57 | 34.87 | 9.70 | 9.99 | 9.50 | 38.47 | -0.67 | -22.11 | -5.41 |
| Sharpe Ratio | NA | 2.27 | 0.19 | 0.14 | 0.27 | NA | NA | … | … | 3.51 | 1.67 | -0.50 | -0.27 | 0.96 | -0.26 | 0.54 | -0.87 | 0.53 | 1.86 | 0.69 | -0.19 | 0.46 | 2.23 | -0.17 | 0.68 | -0.38 | 0.16 | -0.86 | 0.91 | 0.28 | 0.32 | 0.17 | 1.74 | -0.09 | -0.73 | -0.32 |
| Standard Deviation(%) | NA | 35.46 | 35.21 | 41.94 | 34.40 | NA | NA | … | … | 24.84 | 36.28 | 41.40 | 26.05 | 28.99 | 65.21 | 24.82 | 21.28 | 23.22 | 29.50 | 24.93 | 22.29 | 25.66 | 33.34 | 58.36 | 36.23 | 74.49 | 73.49 | 43.88 | 34.73 | 27.06 | 28.56 | 51.11 | 21.51 | 33.78 | 35.98 | 27.12 |
| Draw Down(%) | NA | 12.81 | 46.84 | 48.85 | 56.32 | NA | NA | … | … | 3.96 | 15.95 | 46.81 | 25.21 | 17.80 | 48.85 | 15.88 | 31.55 | 18.34 | 15.82 | 18.90 | 18.27 | 16.28 | 14.69 | 29.78 | 32.35 | 58.75 | 33.03 | 40.52 | 10.73 | 10.50 | 15.09 | 41.97 | 5.33 | 25.10 | 29.83 | 21.95 |
| Yield(%) | 0.00 | 4.23 | 2.43 | 2.27 | 2.91 | 4.89 | 2.88 | … | … | 0.49 | 3.18 | 2.57 | 2.13 | 2.37 | 1.61 | 1.53 | 1.10 | 1.07 | 1.65 | 1.70 | 1.45 | 1.45 | 2.52 | 2.19 | 2.77 | 1.94 | 2.16 | 1.29 | 1.64 | 1.64 | 1.70 | 2.31 | 3.13 | 2.79 | 2.31 | 0.00 |
Data as of 01/31/2025, Common starting date is 01/04/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTLF (Heartland Financial USA Inc) |
-21.94%
Oct 2006 – Oct 2009 |
-11.02%
May 2018 – May 2023 |
-3.03%
Feb 1999 – Feb 2009 |
2.94%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTLF (Heartland Financial USA Inc) |
34.61%
Jun 2000 – Jun 2003 |
27.65%
Feb 2012 – Feb 2017 |
17.74%
Feb 2009 – Feb 2019 |
13.73%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart