Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HNTVX (HEARTLAND VALUE FUND INSTITUTIONAL CLASS) | 17.85% | 36.65% | 20.95% | 7.94% | 10.13% | 8.37% | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/07/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HNTVX (HEARTLAND VALUE FUND INSTITUTIONAL CLASS) | 05/07/2008 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.72 | 36.65 | 20.95 | 7.94 | 10.13 | 8.37 | NA | … | … | 17.85 | 16.12 | 15.96 | 17.32 | -12.18 | 8.32 | 12.81 | 18.11 | -11.93 | 8.60 | 16.54 | -10.82 | 2.39 | 32.38 | 13.99 | -6.65 | 21.50 | 44.86 | -37.59 |
| Sharpe Ratio | NA | 2.17 | 1.01 | 0.27 | 0.40 | NA | NA | … | … | 2.48 | 0.65 | 0.67 | 0.83 | -0.63 | 0.37 | 0.29 | 1.28 | -1.00 | 0.75 | 0.98 | -0.75 | 0.17 | 2.42 | 0.85 | -0.24 | 1.06 | 1.49 | -1.13 |
| Standard Deviation(%) | NA | 16.98 | 18.68 | 19.77 | 21.31 | NA | NA | … | … | 17.56 | 20.58 | 18.53 | 16.51 | 21.70 | 22.63 | 42.41 | 12.99 | 13.33 | 10.60 | 16.67 | 14.45 | 14.14 | 13.36 | 16.45 | 28.25 | 20.26 | 30.08 | 46.00 |
| Draw Down(%) | NA | 9.48 | 23.10 | 29.61 | 46.18 | NA | NA | … | … | 9.48 | 20.10 | 8.86 | 11.78 | 19.26 | 14.29 | 45.08 | 10.47 | 21.75 | 7.18 | 14.55 | 18.36 | 15.90 | 7.92 | 12.40 | 29.36 | 18.28 | 31.58 | 55.28 |
| Yield(%) | 0.00 | 9.74 | 8.96 | 4.61 | 5.59 | 5.98 | 4.99 | … | … | 0.00 | 9.81 | 9.43 | 6.33 | 0.44 | 0.79 | 0.49 | 3.66 | 5.96 | 6.59 | 4.02 | 6.92 | 11.48 | 13.42 | 7.37 | 5.54 | 0.16 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 05/07/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HNTVX (HEARTLAND VALUE FUND INSTITUTIONAL CLASS) |
-9.63%
Mar 2017 – Mar 2020 |
-5.53%
Mar 2015 – Mar 2020 |
2.45%
Mar 2010 – Mar 2020 |
5.09%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HNTVX (HEARTLAND VALUE FUND INSTITUTIONAL CLASS) |
28.96%
Feb 2009 – Feb 2012 |
25.15%
Feb 2009 – Feb 2014 |
13.47%
Feb 2009 – Feb 2019 |
10.67%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart