Heartland

  • Heartland Value Fund

Heartland Value Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1984 0 0 0 0 0 0 0 0 0 0 0 0 0
1985 9.5 8.5 2.5 -6.3 -2.4 2.6 2.8 4 -0.5 0.6 1.6 13.8 41.4
1986 -6.4 2.3 2.9 -5.5 2.2 -7.1 1.2 0.3 3.2 1.9 6.3 4.5 4.7
1987 -1.3 -5.9 -26.5 -0.9 3.7 1.3 4.9 0.7 -2.5 -1.9 5.7 11.2 -15.8
1988 -0.9 -2.6 0.9 1.6 -3.1 1.2 7.6 -1.9 3.3 1.7 8.7 4.4 22.2
1989 -11.4 0.6 -8.6 1.4 3.6 1.5 1 0.8 1.6 1.3 0.1 5.7 -3.7
1990 2.7 2.1 -3.3 -8.5 -13.8 -4.1 3.9 6.9 -3.1 1.3 2.4 -4.3 -18.1
1991 2.1 -1 2.5 0.7 5.3 0.4 -3.6 3.1 0.3 7 11.4 8.4 41.9
1992 -6.3 14.1 1.3 1.8 -0.2 4.7 -5 -2 -1.4 2.3 5.2 11.5 27.1
1993 -1 -2.2 2.6 3.5 3.6 1 -0.5 1.3 -2.4 3.9 -2 5.5 13.8
1994 -1.9 -2.9 -1 0.1 3.7 -1.9 0.6 -1.3 -0.6 -3.5 0.3 6.7 -2.2
1995 1.3 1.3 -3.1 2 3.1 4.1 3.9 4.5 1.1 2.2 1.6 4.7 29.8
1996 3 3.4 0.1 2.7 4.1 -6.3 -1.9 5.2 3.8 1.5 2.1 2.2 21
1997 -0.8 -2.3 -2.8 6.7 3.2 4.2 5.5 8.7 -0.9 -2.5 0.2 2.6 23.3
1998 -0.2 3.2 1.6 4.6 -16.1 -7.3 -3.1 -4.4 2.2 6.1 4.8 -1.4 -11.4
1999 19.6 3.2 -2.1 -3.9 -4.8 1.1 3.5 5.5 11.5 -1.6 -7.1 0.4 25
2000 6.8 -3.7 -1.7 1.1 7.8 -0.7 1.2 0.2 -6 0.8 1.6 -4.2 2.1
2001 6.7 8 3.7 -10.6 -2.8 -1.9 4 6 6.3 0.6 0.5 7.4 29.6
2002 -3.8 10.1 1.6 -6.4 0.9 -15.7 -2.7 -0.9 1.8 6.7 -3.5 2.3 -11.5
2003 3.2 4.8 9.5 1.1 5.1 6 6.3 16 9.8 -0.4 -4.8 -0.7 70.2
2004 3.1 7.6 0.4 4.4 -5.9 -7.8 3.1 -0.4 -4 -1.3 1.8 5.1 5.1
2005 0.9 2.8 -2.9 1.7 -0.6 6.3 3 3.4 -6.6 -2.1 1.1 -4.2 2.1
2006 2.4 2.6 8.3 -0.2 2.8 -3.9 0.1 -4 1.5 5.7 0.9 9.8 28.2
2007 0.1 -8.5 4.2 1.9 -3.3 -5.5 0.7 2.5 2.1 -0.4 0.7 0.5 0
2008 5.8 -12.1 -21.2 -13.1 0.9 -3.5 -5.3 8.8 4.9 -2.3 0.1 -7.6 -39.5
2009 5.9 3.6 -5.2 11.2 1.9 6.8 3.5 9.8 15.5 6 -12.7 -5.5 44.5
2010 10 0.8 5 10 -5.8 4.5 -6.2 -8.5 7.5 4.6 4.5 -4.5 21.3
2011 -0.7 0.8 10.9 -13.2 -9.6 0.9 -1.6 -2.6 1.9 2.1 6 0.3 -6.8
2012 4.2 -0.4 -1.8 5.1 3.1 -1.6 4.3 -7.4 -1.5 2 1.5 6.2 13.8
2013 1.6 4 4.3 4.6 -1.1 6.4 -0.9 4.8 -2.8 4 0.6 3 32.1
2014 5.3 -2.5 1.9 -7.2 4 -6.5 5.5 -0.6 -0.6 1.6 4.1 -1.7 2.2
2015 -3.1 4 5.5 -5.2 -5.4 -5.4 0.9 -1.5 -1.4 -0.3 6.4 -5.1 -11
2016 4 8.8 -6.2 3.6 1.6 6 -0.8 -1.1 4 5.5 -0.7 -8.1 16.3
2017 -0.9 0.9 1 6.7 -1.2 -0.7 5.4 -1.9 0.4 -0.1 -0.2 -0.9 8.5
2018 -8.5 0.4 -6.9 -1.6 -0.3 -0.1 0.3 3.7 1.4 1.9 -3.5 1.1 -12.1
2019 -0.3 3 1.2 2.3 -4.8 -0.7 4.5 -6.2 2.2 -2 4.6 10.7 14.4
2020 8.2 15.1 1.1 -5.1 6.7 4.5 3.8 7 17.5 -26.2 -9.8 -3.1 12.3
2021 -7.8 -3.2 5.5 -2.9 1.1 -1.2 -2 2.7 3.7 16.5 -5.9 2.8 7.3
2022 -6.9 3.7 10 -9.1 -2.6 8.3 -7.8 3.2 -7.3 0.4 1.5 -4.6 -12.7
2023 4.1 6.5 -4.5 -4.5 -1.4 5.1 7.2 -3.1 -0.7 -4.4 -1.5 9 10.9
2024 -6.3 7.1 3.5 -3.8 0 0 0 0 0 0 0 0 -0