Total Returns for Heartland Select Value (HRSVX)

  • Growth of $10,000

    From 12/31/1998 to 10/31/2009

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  • Calendar Year Total Returns

    Total Return +/- Category +/- Index Rank in Category # of Funds in Category
    26.01% 3.01 8.96 32 —

    10 Year History

    2008 2007 2006 2005 2004
    Total Returns Per Year -31.24% 4.02% 16.69% 13.49% 17.02%
    +/- Category 5.53 3.19 0.82 4.67 -0.83
    +/- Index 5.76 -1.47 0.90 8.58 6.14
    Rank in Category 15 28 37 8 49
    # of Funds in Category 442 405 375 310 320
    2003 2002 2001 2000 1999
    Total Returns Per Year 35.66% -13.85% 16.43% 30.63% 1.95%
    +/- Category 1.81 -0.60 9.76 12.18 -6.55
    +/- Index 6.98 8.25 28.32 39.73 -19.09
    Rank in Category 31 59 18 17 64
    # of Funds in Category 331 311 261 233 223
    Data as of 10/31/2009

  • Trailing Total Returns

    Total Return Rank in Category +/- S&P 500 TR # of Funds
    1-Day 1.42% — 1.72% 359
    1-Week -0.82% 19 -0.69% 359
    1-Month 0.91% 15 0.65% 359
    3-Month 9.25% 5 0.34% 354
    Year-to-date 34.70% 25 11.18% 340
    1-Year 59.99% 43 11.19% 334
    3-Year Annualized -1.02% 8 4.88% 282
    5-Year Annualized 5.97% 2 5.29% 207
    10-Year Annualized 9.78% 10 10.73% 35
    Since Inception 9.64% — — —
    Inception Date 10/11/1996
    1 Day, 1 Week data as of 03/03/2008
    1 Month, 3 Month, YTD, 3 Year and 5 Year data as of 10/31/2009
    10 Year and Since Inception data as of 11/23/2009

  • Standardized Returns

    Quarter Standardized Return Month Standardized Return
    (as of 09/30/2009) (as of 10/31/2009)
    1-Month 6.57% -3.23%
    3-Month 21.79% 7.76%
    Year-to-date 30.22% 26.01%
    1-Year -0.50% 22.50%
    3-Year Annualized -0.16% -2.02%
    5-Year Annualized 6.38% 5.77%
    10-Year Annualized 10.41% 9.78%
    Since Inception 9.98% 9.64%
    Inception Date 10/11/1996
    Data as of 10/31/2009

  • Tax Analysis

    Potential Capital Gains Exposure -7.20%
    YTD 1 Year 3 Year Avg 5 Year Avg 10 Year Avg Since Inception
    Pretax Return 26.01% 22.50% -2.02% 5.77% 9.78% 9.64%
    On Distribution* 26.01% 22.18% -2.97% 4.98% 9.19% 8.92%
    Rank in Category 25 15 5 2 9 —
    On Distribution & Sales of Shares* 16.91% 14.57% -1.79% 4.88% 8.55% 8.35%
    Rank in Category 25 18 6 2 10 —
    Tax Cost Ratio — — 0.97% 0.75% 0.54% —
    Data as of 10/31/2009
    * After Tax