Heartland Value Plus Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1993 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0.69 | 2.76 | 0 |
| 1994 | 2.3 | -0.47 | -1.2 | -1.44 | -1.07 | -1.62 | 0.4 | 0.6 | 0.06 | -0.4 | -3.96 | 1.89 | -4.9 |
| 1995 | 1.26 | -0.93 | 6.36 | 3.58 | 1.54 | 5.09 | 3.63 | 2.89 | -0.54 | -1.73 | 0.88 | -1.89 | 21.6 |
| 1996 | 2.6 | 2.09 | 1.83 | 4.75 | 1.94 | 1.45 | -3.94 | 5.34 | 3.02 | 0.68 | 4.76 | 5.33 | 33.8 |
| 1997 | 2.84 | 0.99 | -0.4 | -1.49 | 4.18 | 4.17 | 5.28 | 3.11 | 6.37 | 0.35 | -0.29 | 2.25 | 30.7 |
| 1998 | -1.43 | 2.58 | 2.92 | 0.66 | -1.49 | -3.72 | -5.81 | -11.79 | 4.4 | 0.22 | 2.52 | 0.76 | -10.8 |
| 1999 | -1.74 | -5.9 | -0.59 | 14.17 | 2.95 | 0.99 | -2.1 | -6.17 | -6.27 | -1.35 | 6.2 | 3.29 | 1.7 |
| 2000 | -1.11 | 7 | 2.71 | -4.79 | -3.74 | 2.52 | -3.5 | 5.82 | 0.42 | -11.57 | -3.72 | 2.25 | -8.8 |
| 2001 | 6.85 | 3.09 | -1.92 | 3.29 | 5.49 | 1.52 | 1.6 | 1.23 | -7.81 | 4.71 | 7.52 | 5.66 | 34.8 |
| 2002 | 0.19 | 0.5 | 8.28 | 1.03 | -2.2 | -2.79 | -12.43 | 0.95 | -6.78 | 4.41 | 8.93 | -1.96 | -3.8 |
| 2003 | -3.12 | -3.35 | 1.09 | 10.38 | 10.59 | 1.48 | 6.66 | 2.29 | -1.13 | 8.9 | 4.3 | 6.9 | 53.6 |
| 2004 | 4.24 | 3.5 | 0.17 | -4.09 | -0.33 | 4.33 | -4.06 | 0.74 | 1.8 | 2.65 | 3.05 | 4.3 | 17 |
| 2005 | -3.17 | 0.89 | -2.2 | -8.39 | 5.19 | 4.39 | 3.77 | -1.38 | 2.83 | -4.4 | 2.2 | 2.58 | 1.4 |
| 2006 | 7.62 | -1.65 | 0.71 | 2.4 | -5.58 | -2.23 | -1.31 | 1.72 | 0.89 | 6.29 | 4.02 | 0.82 | 13.8 |
| 2007 | 4.03 | 1.18 | 2.79 | 2.05 | 2.99 | 0.69 | -6.17 | 2.59 | -1.77 | -0.17 | -5.75 | -0.49 | 1.4 |
| 2008 | -6.6 | 4.59 | 4.29 | 4.6 | 5.84 | -2.95 | 0.48 | 2.99 | -6.11 | -16.43 | -9.24 | 1.8 | -17.9 |
| 2009 | -5.13 | -11.22 | 5.36 | 11.84 | 3.91 | 0.59 | 7.43 | 1.64 | 5.98 | -2.56 | 1.71 | 6.53 | 26.7 |
| 2010 | -2.69 | 6.01 | 6.26 | 6.63 | -7.57 | -5.98 | 5.98 | -8.86 | 11.72 | 3.78 | 3.04 | 9.62 | 28.5 |
| 2011 | -0.64 | 5.57 | 2.11 | 1.41 | -2.69 | -0.25 | -1.75 | -9.81 | -12.92 | 15.09 | 0.97 | 0.13 | -5.3 |
| 2012 | 5.05 | 1.51 | 2.74 | -2.14 | -6.39 | 4.35 | -1.52 | 2.62 | 3.72 | -2.53 | 0.13 | 3.96 | 11.4 |
| 2013 | 5.86 | 1.27 | 2.8 | -3.94 | 6.17 | -2.28 | 5.73 | -3.36 | 7.2 | 4.51 | 4.02 | 2.6 | 34.2 |
| 2014 | -5.58 | 5.5 | 3.48 | -1.25 | -1.45 | 5.01 | -8.08 | 5.25 | -7.4 | 3.79 | -3.14 | 2.53 | -2.7 |
| 2015 | -7.39 | 6.14 | -0.93 | 0.55 | -1.65 | -0.23 | -6.44 | -6.78 | -5.16 | 7.11 | 5.38 | -7.87 | -17.4 |
| 2016 | -4.32 | -3.47 | 7.91 | 1.29 | -0.33 | 0.37 | 4.61 | 1.65 | 0.58 | -2.5 | 16.05 | 3.72 | 26.8 |
| 2017 | 0.53 | -0.3 | -1.68 | -0.37 | -2.99 | 2.39 | 0.61 | -2.25 | 8.8 | 2.24 | 1.24 | 1.67 | 9.8 |
| 2018 | 2.29 | -5.76 | 0.75 | 3.22 | 5.82 | 1.28 | 1.04 | 3.46 | -2.7 | -10.65 | 0.83 | -11.74 | -13.1 |
| 2019 | 11.66 | 5.05 | -2.86 | 2.43 | -6.9 | 8.7 | 0.36 | -5.35 | 5.09 | 0.27 | 2.52 | 2.48 | 24.2 |
| 2020 | 2.46 | 3.11 | -0.61 | 3.95 | 11.01 | -10.95 | -9.71 | -4.82 | -6.59 | 1.19 | 18.08 | 7.7 | 11.5 |
| 2021 | 3.31 | -10.17 | 29.9 | 2.79 | 3.51 | -22.01 | -2.48 | 1.04 | -1.98 | 1.68 | -4.11 | 6.49 | 0.3 |
| 2022 | -5.12 | -0.29 | 1.57 | -6.61 | 4.02 | -5.26 | 6.07 | -4.59 | -8.7 | 14 | 5.01 | -5 | -7.1 |
| 2023 | 6.59 | -1.37 | -4.57 | -3.05 | -3.57 | 6.91 | 3.49 | -3.24 | -5.21 | -5.02 | 3.27 | 7.55 | 0.4 |
| 2024 | -5.29 | 0.1 |