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 |