HRVIX - Heartland Value Plus Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Risk Overview

Morningstar Risk Rating★★
Number of Years Up19
Number of Years Down10
Best 1 Yr Total Return (Jun 7, 2023)34.15%
Worst 1 Yr Total Return (Jun 7, 2023)N/A

Risk Statistics

3 Years
HRVIXCategory Average
5 Years
HRVIXCategory Average
10 Years
HRVIXCategory Average
Alpha
1.53-0.12
-4.49-0.08
-4.81-0.07
BETA
0.870.01
0.970.01
1.020.01
Mean Annual Return
1.140.01
0.620.01
0.660.01
R-squared
57.530.78
70.210.72
62.340.73
Standard Deviation
20.510.28
21.540.23
19.10.2
Sharpe Ratio
0.60
0.270.01
0.360.01
Treynor Ratio
12.570.06
3.780.09
5.140.08