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Heartland Value Plus Fund Investor Class (HRVIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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50.71-0.82 (-1.59%)
At close: 8:03PM EDT

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return12.95%
5-Year Average Return3.44%
Number of Years Up18
Number of Years Down9
Best 1 Yr Total Return (Feb 3, 2019)34.15%
Worst 1 Yr Total Return (Feb 3, 2019)-17.88%
Best 3-Yr Total Return34.15%
Worst 3-Yr Total Return-0.76%

Trailing Returns (%) Vs. Benchmarks

ReturnHRVIXCategory
YTD30.29%24.94%
1-Month4.80%3.01%
3-Month14.95%20.69%
1-Year87.97%79.88%
3-Year14.90%10.75%
5-Year11.04%11.90%
10-Year9.54%9.35%
Last Bull Market24.71%28.06%
Last Bear Market-25.10%-24.24%

Annual Total Return (%) History

Year
HRVIXCategory
2021
N/AN/A
2020
12.64%4.02%
2019
26.02%21.43%
2018
-13.13%-15.46%
2017
9.81%8.54%
2016
26.77%25.99%
2015
-17.41%-6.71%
2014
-2.70%3.34%
2013
34.15%36.22%
2012
11.38%16.00%
2011
-5.37%-4.45%
2010
28.50%26.17%
2009
26.37%31.32%
2008
-17.88%-32.24%
2007
4.73%-6.08%
2006
13.63%16.27%
2005
1.34%6.40%
2004
16.98%21.14%
2003
53.56%42.38%
2002
-3.79%-10.12%
2001
34.76%15.92%
2000
-8.83%18.64%
1999
1.67%6.78%
1998
-10.78%-6.93%
1997
30.60%27.89%
1996
33.80%22.50%
1995
24.39%22.49%
1994
-4.95%-0.53%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202120.56%N/AN/AN/A
2020-23.48%14.70%-0.29%28.71%
201913.93%3.66%-0.18%6.90%
2018-2.89%10.62%1.71%-20.49%
2017-1.45%-1.04%7.00%5.23%
2016-0.33%1.33%6.95%17.36%
2015-2.62%-1.33%-17.29%3.92%
20143.07%2.19%-10.42%3.12%
201310.21%-0.34%9.54%11.51%
20129.56%-4.41%4.82%1.46%
20117.11%-1.57%-22.84%16.32%
20109.61%-7.33%7.91%17.23%
2009-11.53%16.90%15.73%5.58%
20081.87%7.45%-2.83%-22.79%
20078.20%5.82%-2.74%-5.95%
20066.59%-5.47%1.28%11.34%
2005-4.46%0.60%5.23%0.20%
20048.08%-0.27%0.05%8.47%
2003-5.35%23.86%7.87%21.43%
20029.01%-3.95%-17.59%11.51%
20018.03%10.61%-5.20%18.95%
20008.69%-6.04%2.55%-12.94%
1999-8.07%18.70%-13.91%8.22%
19984.06%-4.53%-13.25%3.53%
19973.44%6.91%15.47%2.27%
19966.66%8.32%4.24%11.09%
19956.70%10.51%6.05%-0.53%
19940.59%-4.07%1.08%-2.55%

Rank In Category (By Total Return)

YTD59
1-Month56
3-Month62
1-Year83
3-Year11
5-Year7

Load Adjusted Returns

1-Year64.31%
3-Year15.09%
5-Year16.07%
10-Year8.33%