Heartland Value Plus Fund

Quarterly Returns (%)
Years Q1 Q2 Q3 Q4 Annual
1993 0 -100 -100 5.22 0
1994 0.59 -4.07 1.08 -2.54 -4.94
1995 6.7 10.52 6.05 -2.82 21.63
1996 6.66 8.24 4.48 11.1 33.81
1997 3.44 6.91 15.47 2.31 30.65
1998 4.06 -4.53 -13.26 3.54 -10.77
1999 -8.09 18.7 -13.9 8.22 1.65
2000 8.69 -6.04 2.55 -11.56 -8.83
2001 8.04 11.05 -3.99 19.66 34.79
2002 9.02 -3.46 -16.35 11.51 -3.78
2003 -5.35 23.86 7.86 21.43 53.56
2004 8.08 -0.27 -1.61 10.33 17
2005 -4.46 0.6 5.23 0.22 1.37
2006 6.6 -5.47 1.28 12.75 13.76
2007 8.2 5.35 -6.43 -7.89 1.36
2008 1.88 7.45 -2.83 -22.79 -17.88
2009 -11.27 16.9 15.73 5.57 26.74
2010 9.61 -7.33 7.91 17.23 28.5
2011 7.11 -1.57 -22.84 16.35 -5.34
2012 9.56 -5.78 3.82 1.06 11.38
2013 10.21 1.3 7.85 11.53 34.18
2014 3.07 2.19 -10.42 3.08 -2.74
2015 -2.62 -1.33 -17.29 4 -17.35
2016 -0.33 1.33 6.95 17.36 26.77
2017 -1.45 -1.04 7 4.05 9.81
2018 -2.89 13.18 1.59 -19.55 -13.12
2019 13.93 1.93 -0.09 5.34 24.19
2020 -23.48 14.7 -1.31 28.69 11.47
2021 20.56 -17.02 -3.41 3.83 0.33
2022 -3.91 -7.97 -7.61 13.73 -7.08
2023 6.87 -5.09 -0.05 0.33 0.41
2024 1.54 -4.39 0 0.08