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Heartland Value Plus Fund Investor Class (HRVIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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51.58+0.47 (+0.92%)
At close: 8:01PM EDT

Risk Overview

Morningstar Risk Rating★★
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%

Risk Statistics

3 Years
HRVIXCategory Average
5 Years
HRVIXCategory Average
10 Years
HRVIXCategory Average
Alpha
-4.06-0.09
-1.93-0.07
-6.68-0.07
Beta
1.110.01
1.10.01
1.170.01
Mean Annual Return
1.40.01
1.420.01
0.820.01
R-squared
76.610.79
66.430.73
68.410.74
Standard Deviation
23.480.28
20.250.23
19.240.2
Sharpe Ratio
0.660
0.780.01
0.480.01
Treynor Ratio
12.40.06
13.550.08
6.610.07