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Heartland Value (HRTVX)

On Nov 30: 34.15   0.30 (0.89%)

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Risk  As of 31-Oct-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Above average Number of Years Up: 3 Number of Years Down: 2 Best 1 Yr Total Return (2006): 28.02% Worst 1 Yr Total Return (2008): -39.53% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic HRTVX Category Alpha (against Standard Index) 2.21 1.78 Beta (against Standard Index) 1.19 1.18 Mean Annual Return -7.62 -0.41 R-squared (against Standard Index) 80 85.71 Standard Deviation 25.77 24.90 Sharpe Ratio -0.27 N/A Treynor Ratio -8.47 N/A 5 Years Statistic HRTVX Category Alpha (against Standard Index) 2.83 1.92 Beta (against Standard Index) 1.22 1.20 Mean Annual Return 1.71 0.27 R-squared (against Standard Index) 77 82.80 Standard Deviation 22.04 21.07 Sharpe Ratio 0.05 N/A Treynor Ratio -1.08 N/A 10 Years Statistic HRTVX Category Alpha (against Standard Index) 11.68 9.10 Beta (against Standard Index) 1.03 0.95 Mean Annual Return 10.16 0.80 R-squared (against Standard Index) 61 64.80 Standard Deviation 21.17 19.04 Sharpe Ratio 0.43 N/A Treynor Ratio 6.99 N/A
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