HRTVX
Heartland Value Fund Investor Class
Mutual fund
$60.12+0.51 (+0.86%)Close Oct 2, 2026
Dec 28, 1984 – Oct 2, 2026, Dividends reinvested
- Final balance
- $543,987
- CAGR
- +10.04%
- Max drawdown
- −61.68%
- Sharpe ratio
- 0.63
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −4.31%
- 3M
- −5.28%
- 6M
- +9.43%
- YTD
- +18.44%
- 1Y
- +21.12%
- 3Y
- +21.56%
- 5Y
- +11.94%
- 10Y
- +10.67%
- 15Y
- +10.69%
- 20Y
- +7.69%
- 25Y
- +9.55%
- 30Y
- +9.52%
- Since 1984
- +10.04%
Metrics
Since 1984| Volatility | 17.65% |
|---|---|
| Sortino ratio | 0.87 |
| Calmar ratio | 0.16 |
| Best year, 2003 | +70.21% |
| Worst year, 2008 | −39.53% |
| Positive years | 29 of 41 |
| Longest drawdown | 4.3 years |
Worst drawdowns
Since 1984| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −61.7% | Jul 2007 | Mar 2009 | Apr 2011 | 3.7 years |
| −46.3% | Jul 2018 | Mar 2020 | Nov 2020 | 2.4 years |
| −39.6% | Oct 1987 | Nov 1990 | Jan 1992 | 4.3 years |
| −31.5% | Apr 1998 | Oct 1998 | Sep 2000 | 2.4 years |
| −30.6% | Apr 2002 | Oct 2002 | Jun 2003 | 1.1 years |
Annual returns
1984 from Dec 28 · 2026 through Oct 2