Heartland Value Fund
Quarterly Returns (%)| Years | Q1 | Q2 | Q3 | Q4 | Annual |
|---|---|---|---|---|---|
| 1984 | 0 | -100 | -100 | -0.31 | 0 |
| 1985 | 16.28 | 6.03 | -6.28 | 21.81 | 41.39 |
| 1986 | 13.08 | 4.76 | -10.28 | -1.48 | 4.71 |
| 1987 | 15.27 | 2.91 | 4.09 | -31.78 | -15.76 |
| 1988 | 15.5 | 9 | -0.34 | -2.58 | 22.23 |
| 1989 | 7.18 | 3.45 | 6.54 | -17.84 | -3.69 |
| 1990 | -0.72 | 9.58 | -24.03 | 0.18 | -18.09 |
| 1991 | 29.24 | 0.41 | 6.52 | 3.55 | 41.87 |
| 1992 | 20.05 | -8.09 | 6.38 | 8.28 | 27.09 |
| 1993 | 7.55 | -1.55 | 8.24 | -0.73 | 13.77 |
| 1994 | 3.32 | -1.42 | 1.86 | -5.69 | -2.15 |
| 1995 | 8.67 | 9.8 | 9.44 | 0.09 | 29.83 |
| 1996 | 5.87 | 7.02 | 0.25 | 6.55 | 21 |
| 1997 | 0.32 | 13.7 | 14.76 | -5.83 | 23.27 |
| 1998 | 9.65 | -5.25 | -18.56 | 4.66 | -11.45 |
| 1999 | -8.26 | 21.73 | -7.46 | 20.97 | 25.01 |
| 2000 | -1.96 | -4.77 | 8.14 | 1.34 | 2.05 |
| 2001 | 8.54 | 20.63 | -13.07 | 22.87 | 29.65 |
| 2002 | 5.32 | -1.97 | -19.06 | 7.59 | -11.47 |
| 2003 | -5.85 | 35.42 | 12.67 | 18.5 | 70.21 |
| 2004 | 5.63 | -1.37 | -9.44 | 11.35 | 5.06 |
| 2005 | -5.1 | -0.53 | 7.46 | 0.66 | 2.11 |
| 2006 | 17.1 | -2.44 | -1.31 | 14.45 | 28.19 |
| 2007 | 0.76 | 4.98 | -7.58 | -5.77 | -5.77 |
| 2008 | -9.65 | 8.07 | -15.43 | -26.76 | -39.53 |
| 2009 | -12.5 | 31.26 | 20.93 | 4.03 | 44.49 |
| 2010 | 4.28 | -7.77 | 8.36 | 16.36 | 21.28 |
| 2011 | 8.56 | -2.31 | -20.83 | 10.96 | -6.84 |
| 2012 | 9.97 | -6.43 | 5.78 | 0.95 | 13.84 |
| 2013 | 7.82 | 2.6 | 8.55 | 10.22 | 32.12 |
| 2014 | 3.95 | 4.22 | -9.76 | 4.58 | 2.23 |
| 2015 | 0.69 | -2 | -15.13 | 6.33 | -10.96 |
| 2016 | -3.7 | 2.05 | 11.48 | 6.18 | 16.33 |
| 2017 | -1.16 | 3.81 | 4.7 | 0.13 | 8.45 |
| 2018 | -0.53 | 7.31 | -2.13 | -13.96 | -12.1 |
| 2019 | 13.53 | -0.6 | -3.51 | 3.88 | 14.36 |
| 2020 | -35.44 | 30.51 | 5.82 | 25.93 | 12.27 |
| 2021 | 12.66 | 4.31 | -14.63 | 6.95 | 7.3 |
| 2022 | -2.76 | -11.74 | -4.12 | 6.12 | -12.66 |
| 2023 | 2.74 | 3.14 | -1.02 | 7.02 | 10.95 |
| 2024 | 6.71 | -5.62 | 0 | 21.67 |