Heartland

  • Heartland Value Fund

Heartland Value Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2008 5.8 -12.1 -21.2 -13.1 0.9 -3.5 -5.2 0 0 0 0 0 0
2009 6 3.6 -5.2 11.2 1.9 6.8 3.5 9.9 15.5 6 -12.6 -5.4 44.9
2010 10 0.8 5.1 10 -5.7 4.5 -6.2 -8.5 7.5 4.6 4.5 -4.5 0
2011 -0.7 0.8 10.9 -13.2 -9.6 1 -1.5 -2.6 1.9 2.2 6.1 0.3 -6.7
2012 4.2 -0.5 -1.8 5.1 3.2 -1.6 4.3 -7.3 -1.4 2 1.5 6.3 14
2013 1.6 4 4.4 4.6 -1.1 6.5 -0.9 4.8 -2.8 4 0.7 3.1 32.4
2014 5.3 -2.5 1.9 -7.2 4 -6.5 5.5 -0.6 -0.6 1.6 4.1 -1.7 2.4
2015 -3.1 4.1 5.5 -5.2 -5.4 -5.4 0.9 -1.5 -1.4 -0.3 6.5 -5.1 -10.8
2016 4 8.8 -6.2 3.6 1.6 6 -0.8 -1.2 4.1 5.5 -0.7 -8.1 16.5
2017 -0.9 0.9 1 6.7 -1.1 -0.7 5.4 -1.8 0.4 -0.1 -0.2 -0.9 8.6
2018 -8.4 0.4 -6.9 -1.6 -0.3 -0.1 0.3 3.7 1.4 1.9 -3.5 1.2 -11.9
2019 -0.4 3 1.2 2.3 -4.8 -0.7 4.5 -6.1 2.2 -1.9 4.6 10.8 14.4
2020 8.3 15.1 1.1 -5.2 6.7 4.6 3.8 7 17.5 -26.1 -9.8 -3.1 12.3
2021 -7.6 -3.2 5.5 -2.9 1.1 -1.2 -2 2.7 3.7 16.3 -5.7 2.8 7.6
2022 -7 3.7 10 -9.1 -2.6 8.3 -7.8 3.2 -7.3 0.5 1.5 -4.6 -12.6
2023 4.1 6.5 -4.5 -4.5 -1.4 5.2 7.2 -3.1 -0.6 -4.4 -1.5 9.1 11.1
2024 -4.8 7.2 3.5 -3.8 0 0 0 0 0 0 0 0 4.8