Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TWHIX (HERITAGE FUND INVESTOR CLASS) | 6.40% | 6.49% | 15.43% | 6.03% | 12.02% | 10.95% | 10.61% | … | … |
Data as of 06/04/2026, Common starting date is 11/10/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWHIX (HERITAGE FUND INVESTOR CLASS) | 11/10/1987 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.80 | 6.49 | 15.43 | 6.03 | 12.02 | 10.95 | 10.61 | … | … | 6.40 | -12.62 | 24.66 | 20.65 | -28.13 | 11.52 | 42.62 | 35.50 | -5.08 | 21.85 | 3.21 | 2.02 | 8.05 | 31.02 | 16.04 | -6.53 | 31.68 | 36.85 | -46.17 | 45.77 | 17.04 | 22.23 | 7.05 | 21.65 | -15.97 | -25.46 | 17.22 | 36.47 | -0.35 | -4.72 | 8.06 | 19.47 | -11.88 | 13.96 | 1.53 | 34.26 | -10.60 | 22.83 | 15.19 | 9.09 |
| Sharpe Ratio | NA | 0.37 | 0.64 | 0.14 | 0.45 | NA | NA | … | … | 0.59 | -0.43 | 1.23 | 0.99 | -0.88 | 0.55 | 1.10 | 2.20 | -0.33 | 2.43 | 0.19 | 0.13 | 0.53 | 2.29 | 0.99 | -0.22 | 1.32 | 1.21 | -1.08 | 2.09 | 0.72 | 1.38 | 0.41 | 1.24 | -0.74 | -1.28 | 0.42 | 1.55 | -0.17 | -0.30 | 0.31 | 1.14 | -1.14 | 0.99 | -0.07 | 2.02 | -1.04 | 1.09 | 0.75 | 3.83 |
| Standard Deviation(%) | NA | 17.37 | 20.07 | 23.24 | 22.88 | NA | NA | … | … | 20.52 | 32.16 | 17.06 | 17.30 | 33.84 | 20.87 | 38.49 | 15.47 | 19.44 | 8.77 | 16.12 | 15.88 | 15.08 | 13.51 | 16.34 | 29.50 | 23.85 | 30.49 | 43.41 | 20.49 | 18.92 | 14.47 | 14.76 | 16.85 | 23.13 | 22.18 | 31.01 | 21.29 | 22.06 | 28.26 | 13.90 | 13.60 | 13.16 | 11.82 | 13.63 | 14.99 | 15.43 | 15.52 | 13.60 | 21.61 |
| Draw Down(%) | NA | 15.82 | 26.30 | 40.34 | 40.34 | NA | NA | … | … | 13.79 | 26.30 | 9.94 | 15.99 | 36.03 | 13.31 | 37.63 | 7.45 | 21.58 | 3.88 | 16.34 | 12.57 | 11.52 | 6.90 | 12.27 | 26.30 | 17.79 | 21.42 | 56.04 | 14.29 | 20.11 | 9.76 | 15.73 | 14.00 | 28.38 | 34.89 | 24.54 | 11.12 | 37.42 | 32.32 | 14.99 | 13.78 | 17.69 | 10.86 | 12.37 | 7.17 | 23.66 | 16.89 | 10.97 | 7.30 |
| Yield(%) | 0.00 | 18.18 | 13.94 | 8.90 | 12.00 | 11.15 | 12.37 | … | … | 0.00 | 19.21 | 17.19 | 0.94 | 0.71 | 12.07 | 16.94 | 13.82 | 19.02 | 10.40 | 8.42 | 11.63 | 15.28 | 15.78 | 2.37 | 0.00 | 0.26 | 0.00 | 0.59 | 6.70 | 7.23 | 0.73 | 0.00 | 0.00 | 0.00 | 0.00 | 23.50 | 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 11/10/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWHIX (HERITAGE FUND INVESTOR CLASS) |
-16.04%
Feb 2000 – Feb 2003 |
-6.63%
Sep 1997 – Sep 2002 |
0.71%
Mar 1993 – Mar 2003 |
2.22%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWHIX (HERITAGE FUND INVESTOR CLASS) |
31.54%
Oct 2004 – Oct 2007 |
24.94%
Feb 2009 – Feb 2014 |
16.14%
Sep 2011 – Sep 2021 |
14.64%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart