HRTVX - Heartland Value Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.43%
5-Year Average Return4.81%
Number of Years Up28
Number of Years Down10
Best 1 Yr Total Return (Jun 1, 2023)44.49%
Worst 1 Yr Total Return (Jun 1, 2023)N/A
Best 3-Yr Total Return44.49%
Worst 3-Yr Total Return1.89%

Trailing Returns (%) Vs. Benchmarks

ReturnHRTVXCategory
YTD3.43%26.79%
1-Month2.97%-1.77%
3-Month-4.16%4.45%
1-Year-1.21%71.02%
3-Year15.93%9.35%
5-Year4.81%12.17%
10-Year6.25%9.95%
Last Bull Market46.23%28.07%
Last Bear Market-11.74%-24.24%

Annual Total Return (%) History

Year
HRTVXCategory
2023
N/AN/A
2022
-9.99%N/A
2021
21.81%N/A
2020
13.14%4.02%
2019
17.96%21.43%
2018
-12.15%-15.46%
2017
8.42%8.54%
2016
16.31%25.99%
2015
-11.04%-6.71%
2014
2.22%3.34%
2013
32.11%36.22%
2012
13.83%16.00%
2011
-6.92%-4.45%
2010
21.28%26.17%
2009
44.49%31.32%
2008
-39.53%-32.24%
2007
-5.53%-6.08%
2006
28.02%16.27%
2005
1.99%6.40%
2004
9.10%21.14%
2003
70.16%42.38%
2002
-11.49%-10.12%
2001
29.45%15.92%
2000
2.03%18.64%
1999
25.01%6.78%
1998
-11.46%-6.93%
1997
23.19%27.89%
1996
20.99%22.50%
1995
29.80%22.49%
1994
1.71%-0.53%
1993
18.77%17.24%
1992
42.48%19.74%
1991
49.35%37.50%
1990
-17.09%-13.78%
1989
6.57%15.30%
1988
27.04%22.20%
1987
-8.44%-6.76%
1986
10.88%9.89%
1985
41.39%28.98%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20232.74%N/AN/AN/A
2022-2.76%-11.74%-4.12%9.37%
202112.66%4.31%-3.05%6.91%
2020-35.44%30.51%6.62%25.95%
201913.53%0.21%-3.23%7.15%
2018-0.53%5.42%-2.01%-14.50%
2017-1.16%3.81%4.70%0.93%
2016-3.70%2.05%11.48%6.16%
20150.69%-2.00%-15.13%6.23%
20143.95%4.22%-9.76%4.56%
20137.82%0.94%10.15%10.21%
20129.97%-4.75%6.70%1.84%
20118.56%-2.31%-20.83%10.87%
20104.28%-7.77%8.36%16.36%
2009-12.50%31.26%20.93%4.03%
2008-9.65%8.07%-15.43%-26.76%
20070.76%5.31%-6.88%-4.39%
200617.10%-2.44%-1.31%13.55%
2005-5.10%-0.53%7.46%0.54%
20045.63%-1.37%-5.87%11.25%
2003-5.85%35.42%12.67%18.46%
20025.32%-1.92%-20.34%7.58%
20018.44%17.23%-14.75%19.45%
2000-2.02%-4.77%8.14%1.12%
1999-8.26%21.73%-7.46%20.96%
19989.65%-5.25%-18.57%4.64%
19970.32%13.70%14.76%-5.89%
19965.87%7.10%0.16%6.54%
19958.67%9.80%9.44%-0.60%
19943.32%-1.42%1.86%-1.96%
19937.55%-1.55%8.24%3.63%
199220.05%-8.09%6.38%21.39%
199129.24%-0.41%6.45%9.01%
1990-0.72%7.58%-24.39%2.67%
19897.18%3.45%6.54%-9.77%
198815.50%9.00%-0.34%1.26%
198718.78%2.91%4.09%-28.04%
198614.82%4.76%-10.28%2.75%
198516.28%6.41%-6.20%21.81%

Rank In Category (By Total Return)

YTD20
1-Month12
3-Month15
1-Year16
3-Year47
5-Year38

Load Adjusted Returns

1-Year1.88%
3-Year18.62%
5-Year5.41%
10-Year6.61%