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S&P 500
5,969.34
+20.63(+0.35%)
Dow 30
44,296.51
+426.16(+0.97%)
Nasdaq
19,003.65
+31.23(+0.16%)
Russell 2000
2,406.67
+42.65(+1.80%)
Crude Oil
71.18
+1.08(+1.54%)
Gold
2,718.20
+43.30(+1.62%)

Heartland Value Plus Investor (HRVIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

Follow

Visitors trend10W9M

39.95

+0.58

(+1.47%)

At close: 08:01PM EST

Performance Overview

Morningstar Return RatingN/A1

Year-to-Date Return7.91%

5-Year Average Return9.13%

Number of Years Up20

Number of Years Down10

Best 1 Yr Total Return (Nov 21, 2024)34.15%

Worst 1 Yr Total Return (Nov 21, 2024)N/A

Best 3-Yr Total Return34.15%

Worst 3-Yr Total Return0.62%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.

ReturnHRVIXCategory

YTD-0.11%26.79%

1-Month-1.60%-1.77%

3-Month-2.89%4.45%

1-Year12.52%71.02%

3-Year-0.44%9.35%

5-Year7.71%12.17%

10-Year5.45%9.95%

Last Bull Market14.38%28.07%

Last Bear Market-7.97%-24.24%

Annual Total Return (%) History

Year

HRVIXCategory

2024

N/AN/A

2023

1.83%N/A

2022

-4.95%N/A

2021

24.85%N/A

2020

12.64%4.02%

2019

26.02%21.43%

2018

-13.13%-15.46%

2017

9.81%8.54%

2016

26.77%25.99%

2015

-17.41%-6.71%

2014

-2.70%3.34%

2013

34.15%36.22%

2012

11.38%16.00%

2011

-5.37%-4.45%

2010

28.50%26.17%

2009

26.37%31.32%

2008

-17.88%-32.24%

2007

4.73%-6.08%

2006

13.63%16.27%

2005

1.34%6.40%

2004

16.98%21.14%

2003

53.56%42.38%

2002

-3.79%-10.12%

2001

34.76%15.92%

2000

-8.83%18.64%

1999

1.67%6.78%

1998

-10.78%-6.93%

1997

30.60%27.89%

1996

33.80%22.50%

1995

24.39%22.49%

1994

-4.95%-0.53%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4

20241.54%-7.37%7.93%N/A

20230.33%-0.05%-5.09%6.99%

2022-3.91%-7.97%-7.61%16.33%

202120.56%3.29%-3.41%3.80%

2020-23.48%14.70%-0.29%28.71%

201913.93%3.66%-0.18%6.90%

2018-2.89%10.62%1.71%-20.49%

2017-1.45%-1.04%7.00%5.23%

2016-0.33%1.33%6.95%17.36%

2015-2.62%-1.33%-17.29%3.92%

20143.07%2.19%-10.42%3.12%

201310.21%-0.34%9.54%11.51%

20129.56%-4.41%4.82%1.46%

20117.11%-1.57%-22.84%16.32%

20109.61%-7.33%7.91%17.23%

2009-11.53%16.90%15.73%5.58%

20081.87%7.45%-2.83%-22.79%

20078.20%5.82%-2.74%-5.95%

20066.59%-5.47%1.28%11.34%

2005-4.46%0.60%5.23%0.20%

20048.08%-0.27%0.05%8.47%

2003-5.35%23.86%7.87%21.43%

20029.01%-3.95%-17.59%11.51%

20018.03%10.61%-5.20%18.95%

20008.69%-6.04%2.55%-12.94%

1999-8.07%18.70%-13.91%8.22%

19984.06%-4.53%-13.25%3.53%

19973.44%6.91%15.47%2.27%

19966.66%8.32%4.24%11.09%

19956.70%10.51%6.05%-0.53%

19940.59%-4.07%1.08%-2.55%

Rank In Category (By Total Return)

YTD93

1-Month49

3-Month46

1-Year97

3-Year96

5-Year84

Load Adjusted Returns

1-Year12.52%

3-Year-0.44%

5-Year7.71%

10-Year5.45%