Heartland

  • Heartland Value Plus Fund

Heartland Value Plus Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2008 1.9 -9.3 -16.4 -6.1 3 0.5 -3 0 0 0 0 0 0
2009 6.5 1.8 -2.6 6 1.7 7.4 0.6 3.9 11.9 5.6 -11.2 -5.1 27.3
2010 9.7 3 3.9 11.8 -8.9 6 -5.9 -7.6 6.7 6.2 6.1 -2.7 28.9
2011 0.1 1 15.1 -12.9 -9.8 -1.8 -0.2 -2.7 1.4 2.1 5.6 -0.6 -5
2012 4 0.1 -2.5 3.8 2.7 -1.5 4.4 -6.4 -2.1 2.8 1.5 5.1 11.7
2013 2.6 4 4.5 7.2 -3.4 5.8 -2.3 6.2 -3.9 2.8 1.3 5.9 34.6
2014 2.6 -3.1 3.8 -7.4 5.3 -8 5 -1.4 -1.2 3.5 5.5 -5.6 -2.5
2015 -7.9 5.5 7.1 -5.1 -6.7 -6.5 -0.2 -1.7 0.6 -0.9 6.2 -7.4 -17.1
2016 3.7 16.1 -2.5 0.6 1.7 4.7 0.4 -0.3 1.2 7.9 -3.4 -4.3 26.9
2017 1.7 1.2 2.3 8.8 -2.2 0.6 2.4 -3 -0.3 -1.7 -0.3 0.5 10.1
2018 -11.7 0.8 -10.6 -2.7 3.5 1.1 1.3 5.8 3.3 0.8 -5.8 2.3 -12.9
2019 2.3 2.5 0.3 5.1 -5.3 0.4 8.7 -6.9 2.5 -2.9 5.1 11.7 24.2
2020 7.8 18.1 1.2 -6.8 2.5 3.2 -0.6 4 11 -11 -9.7 -4.8 11.5
2021 -14.8 -4.1 1.7 -2 1.1 -2.5 -2.9 3.5 28.5 4.4 -10.5 3.3 0.2
2022 -5.2 5 14.1 -8.7 -4.6 6.1 -5.3 4 -6.6 1.6 -0.3 -5.1 -7.1
2023 7.3 3.3 -5 -5.2 -3.2 3.5 6.9 -3.5 -3.1 -4.5 -1.4 6.6 0.4
2024 -7.5 5 2.2 -5.3 0 0 0 0 0 0 0 0 -5