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Heartland Value Fund (HRTVX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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At close: 08:01PM EDT
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Risk Overview
Morningstar Risk Rating★★
Number of Years Up28
Number of Years Down10
Best 1 Yr Total Return (Mar 27, 2023)44.49%
Worst 1 Yr Total Return (Mar 27, 2023)N/A
Risk Statistics
3 Years
HRTVXCategory Average5 Years
HRTVXCategory Average10 Years
HRTVXCategory AverageAlpha
2.35-0.12
-2.38-0.08
-4.56-0.07
BETA
1.140.01
1.090.01
1.060.01
Mean Annual Return
1.480.01
0.80.01
0.740.01
R-squared
80.50.78
79.50.72
70.160.73
Standard Deviation
26.40.28
22.870.23
18.790.2
Sharpe Ratio
0.630
0.360.01
0.420.01
Treynor Ratio
12.360.06
5.250.09
6.020.08
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