Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HTLFP (Heartland Financial USA Inc) | NA | 7.62% | 4.29% | NA | NA | NA | NA | … | … |
Data as of 01/31/2025, Common starting date is 06/23/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HTLFP (Heartland Financial USA Inc) | 06/23/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.99 | 7.62 | 4.29 | NA | NA | NA | NA | … | … | -1.65 | 11.93 | 2.52 | -2.91 | 8.07 | 14.96 |
| Sharpe Ratio | NA | 0.11 | 0.01 | NA | NA | NA | NA | … | … | -2.93 | 0.50 | -0.06 | -0.24 | 0.54 | 2.73 |
| Standard Deviation(%) | NA | 10.28 | 19.41 | NA | NA | NA | NA | … | … | 7.19 | 10.68 | 26.91 | 17.80 | 14.92 | 11.07 |
| Draw Down(%) | NA | 3.92 | 24.48 | NA | NA | NA | NA | … | … | 1.65 | 3.92 | 24.48 | 11.21 | 5.14 | 2.42 |
| Yield(%) | 0.00 | 7.01 | 6.42 | 6.36 | 3.18 | 2.12 | 1.59 | … | … | 0.00 | 7.11 | 6.83 | 6.27 | 6.43 | 3.86 |
Data as of 01/31/2025, Common starting date is 06/23/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTLFP (Heartland Financial USA Inc) |
2.01%
Nov 2020 – Nov 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTLFP (Heartland Financial USA Inc) |
4.39%
Feb 2021 – Feb 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart