Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATHGX (HERITAGE FUND R5 CLASS) | 1.05% | 1.38% | 13.20% | 4.79% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/11/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATHGX (HERITAGE FUND R5 CLASS) | 04/11/2017 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.34 | 1.38 | 13.20 | 4.79 | NA | NA | NA | … | … | 1.05 | -8.00 | 10.81 | 20.02 | -28.52 | 0.59 | 26.53 | 35.77 | -4.99 | 14.29 |
| Sharpe Ratio | NA | 0.05 | 0.55 | 0.13 | NA | NA | NA | … | … | 0.22 | -0.36 | 0.20 | 0.92 | -0.89 | 0.03 | 0.65 | 2.22 | -0.33 | 2.22 |
| Standard Deviation(%) | NA | 17.67 | 20.14 | 23.27 | NA | NA | NA | … | … | 20.84 | 30.41 | 21.56 | 17.26 | 33.80 | 21.77 | 40.11 | 15.46 | 19.44 | 8.84 |
| Draw Down(%) | NA | 15.77 | 26.24 | 40.26 | NA | NA | NA | … | … | 13.75 | 26.24 | 18.69 | 15.95 | 36.44 | 20.16 | 37.64 | 7.39 | 21.61 | 3.88 |
| Yield(%) | 0.00 | 15.79 | 12.22 | 7.90 | 10.58 | 7.05 | 5.29 | … | … | 0.00 | 16.69 | 15.22 | 0.84 | 0.63 | 10.90 | 15.52 | 12.79 | 17.92 | 9.28 |
Data as of 06/10/2026, Common starting date is 04/11/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATHGX (HERITAGE FUND R5 CLASS) |
-1.59%
Jul 2021 – Jul 2024 |
3.79%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATHGX (HERITAGE FUND R5 CLASS) |
29.42%
Dec 2018 – Dec 2021 |
14.96%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart