Heartland Value Plus Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2008 | 0 | 0 | 0 | 0 | 0 | -2.95 | 0.48 | 2.99 | -6.08 | -16.36 | -9.28 | 1.91 | 0 |
| 2009 | -5.13 | -11.2 | 5.61 | 11.85 | 3.91 | 0.64 | 7.44 | 1.69 | 5.98 | -2.56 | 1.75 | 6.54 | 27.3 |
| 2010 | -2.69 | 6.06 | 6.24 | 6.68 | -7.58 | -5.94 | 6.02 | -8.86 | 11.76 | 3.86 | 3.04 | 9.65 | 28.9 |
| 2011 | -0.6 | 5.6 | 2.14 | 1.44 | -2.68 | -0.19 | -1.75 | -9.76 | -12.93 | 15.1 | 1.04 | 0.14 | -5 |
| 2012 | 5.06 | 1.51 | 2.81 | -2.14 | -6.36 | 4.35 | -1.48 | 2.66 | 3.75 | -2.49 | 0.13 | 3.97 | 11.7 |
| 2013 | 5.87 | 1.31 | 2.8 | -3.92 | 6.21 | -2.25 | 5.77 | -3.36 | 7.23 | 4.53 | 4.04 | 2.64 | 34.6 |
| 2014 | -5.57 | 5.51 | 3.51 | -1.22 | -1.4 | 4.98 | -8.04 | 5.28 | -7.37 | 3.79 | -3.13 | 2.56 | -2.5 |
| 2015 | -7.38 | 6.16 | -0.9 | 0.59 | -1.65 | -0.2 | -6.45 | -6.72 | -5.13 | 7.08 | 5.46 | -7.85 | -17.1 |
| 2016 | -4.3 | -3.44 | 7.9 | 1.21 | -0.33 | 0.37 | 4.67 | 1.66 | 0.58 | -2.47 | 16.07 | 3.73 | 26.9 |
| 2017 | 0.53 | -0.26 | -1.68 | -0.3 | -3 | 2.4 | 0.64 | -2.23 | 8.83 | 2.25 | 1.24 | 1.72 | 10.1 |
| 2018 | 2.3 | -5.76 | 0.75 | 3.26 | 5.84 | 1.28 | 1.07 | 3.47 | -2.69 | -10.63 | 0.83 | -11.72 | -13 |
| 2019 | 11.69 | 5.07 | -2.85 | 2.47 | -6.9 | 8.71 | 0.39 | -5.34 | 5.11 | 0.3 | 2.53 | 2.26 | 24.2 |
| 2020 | 2.47 | 3.16 | -0.58 | 3.97 | 11.03 | -10.95 | -9.68 | -4.82 | -6.81 | 1.23 | 18.08 | 7.75 | 11.5 |
| 2021 | 3.33 | -10.51 | 4.38 | 28.47 | 3.53 | -2.89 | -2.45 | 1.07 | -1.97 | 1.71 | -4.11 | -14.78 | 0.2 |
| 2022 | -5.1 | -0.27 | 1.58 | -6.58 | 4.04 | -5.27 | 6.11 | -4.59 | -8.7 | 14.06 | 5.01 | -5.23 | -7.1 |
| 2023 | 6.64 | -1.38 | -4.52 | -3.05 | -3.54 | 6.93 | 3.51 | -3.21 | -5.19 | -4.99 | 3.26 | 7.3 | 0.4 |
| 2024 | -5.28 | 0.4 |