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 13.76 1.57 0.64 -0.45 3.99 2.79 2.55 -2.4 -6.28 2.53 8.47 9.52 41.4
1986 4.46 6.26 1.89 3.24 0.32 1.15 -7.13 2.24 -5.52 2.88 2.32 -6.41 4.7
1987 11.21 5.65 -1.88 -2.54 0.7 4.86 1.32 3.68 -0.92 -26.53 -5.9 -1.32 -15.8
1988 4.43 8.73 1.73 3.25 -1.86 7.57 1.22 -3.07 1.59 0.88 -2.56 -0.9 22.2
1989 5.71 0.07 1.32 1.63 0.83 0.95 1.45 3.59 1.38 -8.55 0.58 -11.35 -3.7
1990 -4.34 2.42 1.33 -3.13 6.85 3.94 -4.13 -13.78 -8.52 -3.32 2.13 2.72 -18.1
1991 8.39 11.41 7.02 0.27 3.07 -3.64 0.41 5.33 0.65 2.45 -1.01 2.1 41.9
1992 11.52 5.19 2.34 -1.35 -1.95 -4.99 4.68 -0.16 1.78 1.27 14.09 -6.29 27.1
1993 5.54 -1.95 3.93 -2.37 1.31 -0.46 0.97 3.57 3.5 2.57 -2.21 -1.02 13.8
1994 6.68 0.32 -3.46 -0.63 -1.34 0.55 -1.86 3.71 0.08 -1 -2.94 -1.86 -2.2
1995 4.71 1.56 2.19 1.13 4.49 3.91 4.09 3.08 1.99 -3.1 1.32 1.26 29.8
1996 2.18 2.1 1.47 3.79 5.18 -1.89 -6.34 4.14 2.69 0.06 3.43 2.95 21
1997 2.62 0.22 -2.46 -0.85 8.7 5.49 4.24 3.19 6.7 -2.8 -2.33 -0.8 23.3
1998 -1.42 4.82 6.11 2.21 -4.35 -3.08 -7.25 -16.05 4.59 1.64 3.18 -0.2 -11.5
1999 0.41 -7.14 -1.61 11.5 5.54 3.45 1.07 -4.75 -3.87 -2.05 3.24 19.62 25
2000 -4.19 1.57 0.75 -6.04 0.15 1.2 -0.7 7.77 1.05 -1.66 -3.71 6.75 2.1
2001 7.4 0.45 0.61 6.33 6.01 4 -1.93 -2.75 -10.6 3.72 7.96 6.73 29.7
2002 2.26 -3.47 6.69 1.77 -0.91 -2.74 -15.7 0.93 -6.38 1.57 10.07 -3.76 -11.5
2003 -0.73 -4.77 -0.4 9.79 15.99 6.34 6.03 5.08 1.12 9.49 4.83 3.24 70.2
2004 5.06 1.84 -1.28 -3.98 -0.39 3.12 -7.81 -5.94 4.44 0.37 7.6 3.1 5.1
2005 -4.16 1.13 -2.09 -6.6 3.42 2.98 6.29 -0.62 1.73 -2.93 2.81 0.86 2.1
2006 9.8 0.89 5.7 1.47 -3.96 0.12 -3.85 2.82 -0.18 8.32 2.56 2.35 28.2
2007 0.45 0.7 -0.39 2.05 2.47 0.7 -5.54 -3.29 1.93 4.15 -8.5 0.07 -5.8
2008 -7.61 0.13 -2.33 4.87 8.77 -5.25 -3.54 0.9 -13.11 -21.23 -12.11 5.79 -39.5
2009 -5.47 -12.67 6 15.47 9.84 3.49 6.78 1.86 11.19 -5.23 3.61 5.94 44.5
2010 -4.53 4.46 4.57 7.47 -8.48 -6.22 4.51 -5.75 10.01 5.01 0.76 9.97 21.3
2011 0.25 6.03 2.13 1.91 -2.64 -1.55 0.93 -9.64 -13.19 10.87 0.76 -0.67 -6.8
2012 6.24 1.5 1.99 -1.45 -7.35 4.32 -1.55 3.14 5.08 -1.84 -0.43 4.21 13.8
2013 3.02 0.64 3.98 -2.81 4.81 -0.92 6.42 -1.08 4.64 4.33 3.97 1.61 32.1
2014 -1.72 4.1 1.6 -0.6 -0.58 5.46 -6.5 4 -7.2 1.91 -2.54 5.3 2.2
2015 -5.12 6.44 -0.29 -1.43 -1.47 0.91 -5.4 -5.39 -5.18 5.52 4.01 -3.12 -11
2016 -8.09 -0.73 5.54 4.04 -1.14 -0.79 6 1.55 3.57 -6.16 8.81 3.99 16.3
2017 -0.89 -0.17 -0.1 0.35 -1.85 5.39 -0.7 -1.17 6.68 0.97 0.89 -0.89 8.5
2018 1.14 -3.48 1.89 1.37 3.68 0.3 -0.12 -0.3 -1.6 -6.93 0.41 -8.45 -12.1
2019 10.74 4.58 -1.97 2.2 -6.16 4.5 -0.68 -4.78 2.32 1.16 2.98 -0.28 14.4
2020 6.69 4.5 3.8 7.01 17.48 -26.15 -9.8 -3.09 -5.08 1.1 15.09 8.23 12.3
2021 2.8 -5.91 16.48 3.65 2.65 -1.97 -1.18 1.07 -2.93 5.5 -3.23 -7.75 7.3
2022 -4.59 1.47 0.44 -7.26 3.18 -7.75 8.26 -2.62 -9.05 10 3.66 -6.93 -12.7
2023 9.03 -1.45 -4.38 -0.65 -3.14 7.18 5.12 -1.44 -4.47 -4.54 6.45 4.1 11
2024 -3.78 13