Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLAN (Heartland Banccorp) | NA | 88.92% | 23.13% | 14.24% | 17.68% | 18.47% | 10.75% | … | … |
Data as of 02/03/2025, Common starting date is 03/17/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLAN (Heartland Banccorp) | 03/17/1999 | 02/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.29 | 88.92 | 23.13 | 14.24 | 17.68 | 18.47 | 10.75 | … | … | 1.91 | 83.55 | -2.99 | 6.26 | 12.71 | -9.68 | 20.39 | 0.17 | 32.69 | 46.19 | 16.19 | 18.54 | 13.70 | 34.16 | 11.60 | 32.83 | -0.15 | -32.31 | -11.07 | 7.14 | -13.80 | 24.98 | 74.54 | 13.43 | 10.13 | -46.92 | 12.70 |
| Sharpe Ratio | NA | 1.58 | 0.58 | 0.36 | 0.54 | NA | NA | … | … | 0.80 | 1.54 | -0.34 | 0.30 | 0.67 | -0.24 | 1.23 | -0.05 | 2.06 | 1.40 | 0.42 | 0.61 | 0.67 | 1.46 | 0.39 | 0.86 | 0.00 | -1.01 | -0.87 | 0.15 | -0.85 | 0.92 | 1.89 | 0.51 | 0.19 | -0.86 | 0.57 |
| Standard Deviation(%) | NA | 50.48 | 32.98 | 32.46 | 29.67 | NA | NA | … | … | 26.60 | 49.92 | 21.74 | 16.32 | 18.87 | 40.45 | 15.40 | 23.57 | 15.65 | 32.73 | 38.07 | 30.46 | 20.55 | 23.65 | 29.81 | 37.94 | 66.79 | 32.65 | 16.17 | 26.64 | 18.84 | 26.23 | 39.01 | 24.32 | 40.77 | 59.06 | 22.62 |
| Draw Down(%) | NA | 13.16 | 18.35 | 43.13 | 46.13 | NA | NA | … | … | 6.96 | 9.34 | 18.35 | 6.83 | 8.19 | 43.13 | 6.37 | 22.99 | 7.64 | 12.13 | 14.21 | 13.31 | 12.56 | 9.99 | 15.68 | 19.11 | 50.54 | 40.05 | 14.17 | 12.16 | 17.39 | 17.99 | 12.50 | 7.50 | 24.00 | 55.43 | 7.15 |
| Yield(%) | 0.00 | 3.49 | 3.13 | 2.84 | 5.43 | 9.25 | 4.11 | … | … | 0.00 | 3.45 | 3.24 | 3.03 | 3.20 | 2.37 | 2.60 | 2.24 | 3.31 | 3.42 | 3.63 | 4.00 | 4.06 | 5.12 | 5.44 | 6.77 | 6.40 | 3.85 | 3.06 | 2.70 | 1.69 | 1.32 | 1.47 | 1.23 | 1.21 | 0.21 | 0.51 |
Data as of 02/03/2025, Common starting date is 03/17/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLAN (Heartland Banccorp) |
-19.49%
Mar 2006 – Mar 2009 |
-12.12%
Mar 2004 – Mar 2009 |
-2.17%
Dec 1999 – Dec 2009 |
5.19%
Sep 1999 – Sep 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLAN (Heartland Banccorp) |
38.65%
Mar 2001 – Mar 2004 |
29.19%
Mar 2012 – Mar 2017 |
22.45%
Mar 2009 – Mar 2019 |
19.25%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison Chart