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    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
1993 2.8 0.7 0 0 0 0 0 0 0 0 0 0 0
1994 1.9 -4 -0.4 0.1 0.6 0.4 -1.6 -1.1 -1.4 -1.2 -0.5 2.3 -4.9
1995 -1.9 0.9 -1.7 -0.5 2.9 3.6 5.1 1.5 3.6 6.4 -0.9 1.3 21.6
1996 5.3 4.8 0.7 3 5.3 -3.9 1.5 1.9 4.8 1.8 2.1 2.6 33.8
1997 2.3 -0.3 0.4 6.4 3.1 5.3 4.2 4.2 -1.5 -0.4 1 2.8 30.7
1998 0.8 2.5 0.2 4.4 -11.8 -5.8 -3.7 -1.5 0.7 2.9 2.6 -1.4 -10.8
1999 3.3 6.2 -1.4 -6.3 -6.2 -2.1 1 3 14.2 -0.6 -5.9 -1.7 0
2000 2.3 -3.7 -11.6 0.4 5.8 -3.5 2.5 -3.7 -4.8 2.7 7 -1.1 -8.8
2001 5.7 7.5 4.7 -7.8 1.2 1.6 1.5 5.5 3.3 -1.9 3.1 6.9 34.8
2002 -2 8.9 4.4 -6.8 1 -12.4 -2.8 -2.2 1 8.3 0.5 0.2 -3.8
2003 6.9 4.3 8.9 -1.1 2.3 6.7 1.5 10.6 10.4 1.1 -3.4 -3.1 0
2004 4.3 3.1 2.7 1.8 0.7 -4.1 4.3 -0.3 -4.1 0.2 3.5 4.2 17
2005 2.6 2.2 -4.4 2.8 -1.4 3.8 4.4 5.2 -8.4 -2.2 0.9 -3.2 1.4
2006 0.8 4 6.3 0.9 1.7 -1.3 -2.2 -5.6 2.4 0.7 -1.7 7.6 13.8
2007 -0.5 -5.8 -0.2 -1.8 2.6 -6.2 0.7 3 2.1 2.8 1.2 4 1.4
2008 1.8 -9.2 -16.4 -6.1 3 0.5 -3 5.8 4.6 4.3 4.6 -6.6 0
2009 6.5 1.7 -2.6 6 1.6 7.4 0.6 3.9 11.8 5.4 -11.2 -5.1 26.7
2010 9.6 3 3.8 11.7 -8.9 6 -6 -7.6 6.6 6.3 6 -2.7 28.5
2011 0.1 1 15.1 -12.9 -9.8 -1.8 -0.3 -2.7 1.4 2.1 5.6 -0.6 -5.3
2012 4 0.1 -2.5 3.7 2.6 -1.5 4.4 -6.4 -2.1 2.7 1.5 5.1 11.4
2013 2.6 4 4.5 7.2 -3.4 5.7 -2.3 6.2 -3.9 2.8 1.3 5.9 34.2
2014 2.5 -3.1 3.8 -7.4 5.3 -8.1 5 -1.5 -1.3 3.5 5.5 -5.6 -2.7
2015 -7.9 5.4 7.1 -5.2 -6.8 -6.4 -0.2 -1.7 0.6 -0.9 6.1 -7.4 -17.4
2016 3.7 16.1 -2.5 0.6 1.7 4.6 0.4 -0.3 1.3 7.9 -3.5 -4.3 0
2017 1.7 1.2 2.2 8.8 -2.3 0.6 2.4 -3 -0.4 -1.7 -0.3 0.5 9.8
2018 -11.7 0.8 -10.7 -2.7 3.5 1 1.3 5.8 3.2 0.8 -5.8 2.3 -13.1
2019 2.5 2.5 0.3 5.1 -5.4 0.4 8.7 -6.9 2.4 -2.9 5.1 11.7 24.2
2020 7.7 18.1 1.2 -6.6 2.5 3.1 -0.6 4 11 -11 -9.7 -4.8 11.5
2021 6.5 -4.1 1.7 -2 1 -2.5 -22 3.5 2.8 29.9 -10.2 3.3 0.3
2022 -5 5 14 -8.7 -4.6 6.1 -5.3 4 -6.6 1.6 -0.3 -5.1 -7.1
2023 7.6 3.3 -5 -5.2 -3.2 3.5 6.9 -3.6 -3.1 -4.6 -1.4 6.6 0.4
2024 -6.2 5 2.1 -5.3 0 0 0 0 0 0 0 0 -4.2