Heartland Value Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2008 | 0 | 0 | 0 | 0 | 0 | -5.22 | -3.51 | 0.9 | -13.08 | -21.21 | -12.05 | 5.82 | 0 |
| 2009 | -5.42 | -12.64 | 6.03 | 15.46 | 9.89 | 3.51 | 6.79 | 1.88 | 11.2 | -5.21 | 3.59 | 5.98 | 44.9 |
| 2010 | -4.54 | 4.49 | 4.6 | 7.49 | -8.48 | -6.16 | 4.51 | -5.71 | 9.97 | 5.06 | 0.78 | 9.95 | 21.5 |
| 2011 | 0.27 | 6.06 | 2.15 | 1.92 | -2.64 | -1.51 | 0.96 | -9.64 | -13.18 | 10.89 | 0.78 | -0.67 | -6.7 |
| 2012 | 6.26 | 1.51 | 1.99 | -1.41 | -7.32 | 4.32 | -1.55 | 3.16 | 5.1 | -1.83 | -0.45 | 4.21 | 14 |
| 2013 | 3.06 | 0.66 | 4.01 | -2.79 | 4.84 | -0.93 | 6.45 | -1.07 | 4.64 | 4.35 | 3.98 | 1.62 | 32.4 |
| 2014 | -1.72 | 4.13 | 1.62 | -0.59 | -0.56 | 5.48 | -6.49 | 4 | -7.17 | 1.91 | -2.53 | 5.29 | 2.4 |
| 2015 | -5.11 | 6.46 | -0.27 | -1.43 | -1.45 | 0.92 | -5.38 | -5.38 | -5.15 | 5.48 | 4.05 | -3.11 | -10.8 |
| 2016 | -8.1 | -0.68 | 5.54 | 4.09 | -1.15 | -0.75 | 5.98 | 1.57 | 3.59 | -6.16 | 8.79 | 4.04 | 16.5 |
| 2017 | -0.9 | -0.15 | -0.1 | 0.39 | -1.81 | 5.39 | -0.69 | -1.14 | 6.7 | 0.97 | 0.89 | -0.89 | 8.6 |
| 2018 | 1.17 | -3.46 | 1.9 | 1.39 | 3.71 | 0.32 | -0.09 | -0.3 | -1.62 | -6.9 | 0.4 | -8.41 | -11.9 |
| 2019 | 10.76 | 4.59 | -1.93 | 2.2 | -6.13 | 4.51 | -0.66 | -4.78 | 2.32 | 1.16 | 3 | -0.38 | 14.4 |
| 2020 | 6.69 | 4.55 | 3.82 | 7 | 17.51 | -26.13 | -9.8 | -3.07 | -5.17 | 1.13 | 15.06 | 8.26 | 12.3 |
| 2021 | 2.78 | -5.72 | 16.31 | 3.65 | 2.67 | -1.96 | -1.15 | 1.09 | -2.93 | 5.49 | -3.23 | -7.58 | 7.6 |
| 2022 | -4.58 | 1.48 | 0.46 | -7.26 | 3.22 | -7.77 | 8.27 | -2.6 | -9.05 | 10 | 3.67 | -6.96 | -12.6 |
| 2023 | 9.07 | -1.46 | -4.36 | -0.63 | -3.13 | 7.19 | 5.15 | -1.42 | -4.46 | -4.53 | 6.48 | 4.05 | 11.1 |
| 2024 | -3.75 | 13.1 |