Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HRTVX (HEARTLAND VALUE FUND INVESTOR CLASS) | 17.51% | 39.24% | 21.88% | 7.53% | 9.84% | 8.08% | 6.74% | … | … |
Data as of 06/05/2026, Common starting date is 02/13/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HRTVX (HEARTLAND VALUE FUND INVESTOR CLASS) | 02/13/1986 | 06/05/2026 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.55 | 39.24 | 21.88 | 7.53 | 9.84 | 8.08 | 6.74 | … | … | 17.51 | 15.94 | 15.76 | 17.15 | -12.32 | 7.89 | 12.63 | 17.93 | -12.10 | 8.43 | 16.33 | -10.96 | 2.23 | 32.12 | 13.84 | -6.84 | 21.28 | 44.49 | -39.53 | -5.77 | 28.19 | 2.11 | 5.06 | 70.21 | -11.47 | 29.65 | 2.05 | 25.01 | -11.45 | 23.27 | 20.99 | 29.80 | -2.15 | 13.77 | 27.09 | 41.87 | -18.09 | -3.69 | 22.23 | -15.74 | -0.61 |
| Sharpe Ratio | NA | 2.16 | 1.00 | 0.26 | 0.39 | NA | NA | … | … | 2.46 | 0.64 | 0.66 | 0.83 | -0.63 | 0.35 | 0.29 | 1.27 | -1.01 | 0.73 | 0.97 | -0.76 | 0.16 | 2.40 | 0.84 | -0.24 | 1.05 | 1.47 | -1.03 | -0.61 | 2.00 | -0.01 | 0.28 | 5.17 | -0.71 | 1.83 | -0.16 | 1.68 | -1.17 | 2.21 | 2.29 | 3.87 | -0.53 | 1.21 | 1.50 | 2.51 | -1.69 | -0.79 | 1.59 | -0.82 | -0.44 |
| Standard Deviation(%) | NA | 16.98 | 18.65 | 19.79 | 21.33 | NA | NA | … | … | 17.54 | 20.59 | 18.45 | 16.48 | 21.73 | 22.77 | 42.46 | 12.97 | 13.36 | 10.64 | 16.68 | 14.44 | 13.79 | 13.36 | 16.47 | 28.26 | 20.26 | 30.22 | 39.03 | 14.63 | 12.43 | 10.77 | 14.49 | 13.45 | 17.73 | 15.15 | 13.89 | 12.87 | 12.72 | 8.84 | 7.51 | 6.67 | 9.91 | 9.55 | 16.28 | 15.03 | 13.95 | 12.14 | 10.83 | 24.29 | 11.24 |
| Draw Down(%) | NA | 9.50 | 23.17 | 29.87 | 46.31 | NA | NA | … | … | 9.50 | 20.15 | 8.87 | 11.81 | 19.33 | 14.53 | 45.09 | 10.51 | 21.79 | 7.23 | 14.56 | 18.44 | 15.92 | 7.95 | 12.45 | 29.40 | 18.34 | 31.73 | 55.40 | 15.94 | 13.03 | 12.63 | 18.81 | 13.20 | 30.61 | 18.69 | 11.34 | 13.43 | 31.51 | 9.56 | 9.51 | 4.28 | 12.17 | 5.05 | 10.05 | 5.93 | 29.59 | 18.66 | 4.80 | 34.46 | 12.55 |
| Yield(%) | 0.00 | 10.08 | 9.28 | 4.55 | 5.48 | 5.83 | 5.13 | … | … | 0.00 | 9.92 | 9.50 | 6.29 | 0.35 | 0.66 | 0.36 | 3.53 | 5.90 | 6.51 | 4.08 | 6.86 | 11.46 | 13.39 | 7.44 | 5.58 | 0.16 | 0.00 | 0.20 | 13.50 | 13.64 | 12.34 | 7.45 | 7.38 | 4.13 | 15.96 | 11.28 | 0.34 | 2.03 | 16.01 | 7.63 | 6.77 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.46 | 0.60 |
Data as of 06/05/2026, Common starting date is 02/13/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRTVX (HEARTLAND VALUE FUND INVESTOR CLASS) |
-18.35%
Feb 2006 – Feb 2009 |
-9.57%
Feb 2004 – Feb 2009 |
2.27%
Mar 2010 – Mar 2020 |
2.66%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRTVX (HEARTLAND VALUE FUND INVESTOR CLASS) |
31.44%
Mar 2003 – Mar 2006 |
24.93%
Feb 2009 – Feb 2014 |
16.20%
Dec 1994 – Dec 2004 |
16.09%
Nov 1990 – Nov 2005 |
Annualized Rolling Returns Comparison Chart