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Heartland Select Value Fund Institutional Class (HNSVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.44+0.25 (+1.18%)
At close: 08:00PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return9.12%
5-year average return8.38%
Number of years up8
Number of years down3
Best 1-yr total return (3 Feb 2019)39.02%
Worst 1-yr total return (3 Feb 2019)-6.42%
Best 3-yr total return39.02%
Worst 3-yr total return6.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHNSVXCategory
YTD-16.70%4.44%
1-month-3.20%-4.04%
3-month2.92%4.09%
1-year-11.67%14.37%
3-year0.03%6.04%
5-year6.25%9.20%
10-year7.64%8.57%
Last bull market21.27%22.97%
Last bear market-21.85%-11.27%

Annual total return (%) history

Year
HNSVXCategory
2020
N/A2.91%
2019
18.91%25.04%
2018
-4.55%-8.53%
2017
12.69%15.94%
2016
19.54%14.81%
2015
-3.92%-4.05%
2014
4.40%10.21%
2013
35.45%31.21%
2012
13.43%14.57%
2011
-6.42%-0.75%
2010
18.15%13.66%
2009
39.02%24.13%
2008
N/A-37.09%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-28.95%13.91%2.92%N/A
201910.67%3.32%-1.94%6.04%
2018-1.89%4.77%5.11%-11.65%
20171.52%0.66%4.18%5.86%
20160.67%3.86%3.72%10.24%
20151.25%0.79%-11.45%6.32%
20141.42%3.89%-5.54%4.90%
201311.95%3.47%6.73%9.57%
201210.90%-6.06%3.87%4.82%
20117.44%-2.68%-18.78%10.20%
20107.95%-12.47%9.99%13.67%
2009-8.92%17.58%21.88%6.51%
2008-7.66%-23.44%N/AN/A

Rank in category (by total return)

YTD87
1-month77
3-month82
1-year91
3-year79
5-year69

Load adjusted returns

1-year-11.67%
3-year0.03%
5-year6.25%
10-year7.64%