Heartland Value Plus Fund Price History
HRVIX Fund | USD 39.98 0.19 0.48% |
Below is the normalized historical share price chart for Heartland Value Plus extending back to January 07, 1994. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Heartland Value stands at 39.98, as last reported on the 12th of November 2024, with the highest price reaching 39.98 and the lowest price hitting 39.98 during the day.
If you're considering investing in Heartland Mutual Fund, it is important to understand the factors that can impact its price. Heartland Value appears to be very steady, given 3 months investment horizon. Heartland Value Plus holds Efficiency (Sharpe) Ratio of 0.17, which attests that the entity had a 0.17% return per unit of standard deviation over the last 3 months. We have found twenty-eight technical indicators for Heartland Value Plus, which you can use to evaluate the volatility of the entity. Please utilize Heartland Value's market risk adjusted performance of (16.06), and Risk Adjusted Performance of 0.119 to validate if our risk estimates are consistent with your expectations.
Heartland Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Heartland |
Sharpe Ratio = 0.1654
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Estimated Market Risk
1.27 actual daily | 11 89% of assets are more volatile |
Expected Return
0.21 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Heartland Value is performing at about 13% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Heartland Value by adding it to a well-diversified portfolio.
Heartland Value Mutual Fund Price History Chart
There are several ways to analyze Heartland Value Plus Fund price data. The simplest method is using a basic Heartland candlestick price chart, which shows Heartland Value price history and the buying and selling dynamics of a specified period. Many traders also use subjective judgment to their trading calls, avoiding the need to trade based on technical analysis.
Highest Price | November 6, 2024 | 40.14 |
Lowest Price | September 11, 2024 | 35.6 |
Heartland Value November 12, 2024 Mutual Fund Price Synopsis
Various analyses of Heartland Value's daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Heartland Mutual Fund. It can be used to describe the percentage change in the price of Heartland Value from one trading day to the next and could be a valuable metric for traders and investors to gauge the volatility and momentum of Heartland Mutual Fund.Heartland Value Price Rate Of Daily Change | 1.00 | |
Heartland Value Price Action Indicator | 0.09 |
Heartland Value November 12, 2024 Mutual Fund Price Analysis
Heartland Mutual Fund Price History Data
The price series of Heartland Value for the period between Wed, Aug 14, 2024 and Tue, Nov 12, 2024 has a statistical range of 5.16 with a coefficient of variation of 2.7. Under current investment horizon, the daily prices are spread out with arithmetic mean of 37.0. The median price for the last 90 days is 37.1. The company completed dividends distribution on 12/27/2019.Open | High | Low | Close | Volume | ||
11/11/2024 | 39.98 | 39.98 | 39.98 | 39.98 | 1.00 | |
11/08/2024 | 39.98 | 39.98 | 39.98 | 39.98 | 1.00 | |
11/07/2024 | 39.79 | 39.79 | 39.79 | 39.79 | 1.00 | |
11/06/2024 | 40.14 | 40.14 | 40.14 | 40.14 | 1.00 | |
11/05/2024 | 37.78 | 37.78 | 37.78 | 37.78 | 1.00 | |
11/04/2024 | 37.10 | 37.10 | 37.10 | 37.10 | 1.00 | |
11/01/2024 | 37.05 | 37.05 | 37.05 | 37.05 | 1.00 | |
10/31/2024 | 36.98 | 36.98 | 36.98 | 36.98 | 1.00 | |
10/30/2024 | 37.60 | 37.60 | 37.60 | 37.60 | 1.00 | |
10/29/2024 | 37.38 | 37.38 | 37.38 | 37.38 | 1.00 | |
10/28/2024 | 37.36 | 37.36 | 37.36 | 37.36 | 1.00 | |
10/25/2024 | 36.85 | 36.85 | 36.85 | 36.85 | 1.00 | |
10/24/2024 | 37.31 | 37.31 | 37.31 | 37.31 | 1.00 | |
10/23/2024 | 37.15 | 37.15 | 37.15 | 37.15 | 1.00 | |
10/22/2024 | 37.26 | 37.26 | 37.26 | 37.26 | 1.00 | |
10/21/2024 | 37.46 | 37.46 | 37.46 | 37.46 | 1.00 | |
10/18/2024 | 38.07 | 38.07 | 38.07 | 38.07 | 1.00 | |
10/17/2024 | 38.18 | 38.18 | 38.18 | 38.18 | 1.00 | |
10/16/2024 | 38.08 | 38.08 | 38.08 | 38.08 | 1.00 | |
10/15/2024 | 37.62 | 37.62 | 37.62 | 37.62 | 1.00 | |
10/14/2024 | 37.63 | 37.63 | 37.63 | 37.63 | 1.00 | |
10/11/2024 | 37.47 | 37.47 | 37.47 | 37.47 | 1.00 | |
10/10/2024 | 36.87 | 36.87 | 36.87 | 36.87 | 1.00 | |
10/09/2024 | 37.08 | 37.08 | 37.08 | 37.08 | 1.00 | |
10/08/2024 | 36.90 | 36.90 | 36.90 | 36.90 | 1.00 | |
10/07/2024 | 36.98 | 36.98 | 36.98 | 36.98 | 1.00 | |
10/04/2024 | 37.25 | 37.25 | 37.25 | 37.25 | 1.00 | |
10/03/2024 | 36.82 | 36.82 | 36.82 | 36.82 | 1.00 | |
10/02/2024 | 36.93 | 36.93 | 36.93 | 36.93 | 1.00 | |
10/01/2024 | 37.15 | 37.15 | 37.15 | 37.15 | 1.00 | |
09/30/2024 | 37.58 | 37.58 | 37.58 | 37.58 | 1.00 | |
09/27/2024 | 37.46 | 37.46 | 37.46 | 37.46 | 1.00 | |
09/26/2024 | 37.27 | 37.27 | 37.27 | 37.27 | 1.00 | |
09/25/2024 | 36.99 | 36.99 | 36.99 | 36.99 | 1.00 | |
09/24/2024 | 37.47 | 37.47 | 37.47 | 37.47 | 1.00 | |
09/23/2024 | 37.45 | 37.45 | 37.45 | 37.45 | 1.00 | |
09/20/2024 | 37.42 | 37.42 | 37.42 | 37.42 | 1.00 | |
09/19/2024 | 37.88 | 37.88 | 37.88 | 37.88 | 1.00 | |
09/18/2024 | 37.29 | 37.29 | 37.29 | 37.29 | 1.00 | |
09/17/2024 | 37.14 | 37.14 | 37.14 | 37.14 | 1.00 | |
09/16/2024 | 36.95 | 36.95 | 36.95 | 36.95 | 1.00 | |
09/13/2024 | 36.77 | 36.77 | 36.77 | 36.77 | 1.00 | |
09/12/2024 | 35.94 | 35.94 | 35.94 | 35.94 | 1.00 | |
09/11/2024 | 35.60 | 35.60 | 35.60 | 35.60 | 1.00 | |
09/10/2024 | 35.70 | 35.70 | 35.70 | 35.70 | 1.00 | |
09/09/2024 | 35.71 | 35.71 | 35.71 | 35.71 | 1.00 | |
09/06/2024 | 35.70 | 35.70 | 35.70 | 35.70 | 1.00 | |
09/05/2024 | 36.21 | 36.21 | 36.21 | 36.21 | 1.00 | |
09/04/2024 | 36.47 | 36.47 | 36.47 | 36.47 | 1.00 | |
09/03/2024 | 36.63 | 36.63 | 36.63 | 36.63 | 1.00 | |
08/30/2024 | 37.43 | 37.43 | 37.43 | 37.43 | 1.00 | |
08/29/2024 | 37.17 | 37.17 | 37.17 | 37.17 | 1.00 | |
08/28/2024 | 36.99 | 36.99 | 36.99 | 36.99 | 1.00 | |
08/27/2024 | 37.07 | 37.07 | 37.07 | 37.07 | 1.00 | |
08/26/2024 | 37.28 | 37.28 | 37.28 | 37.28 | 1.00 | |
08/23/2024 | 37.46 | 37.46 | 37.46 | 37.46 | 1.00 | |
08/22/2024 | 36.23 | 36.23 | 36.23 | 36.23 | 1.00 | |
08/21/2024 | 36.29 | 36.29 | 36.29 | 36.29 | 1.00 | |
08/20/2024 | 35.89 | 35.89 | 35.89 | 35.89 | 1.00 | |
08/19/2024 | 36.34 | 36.34 | 36.34 | 36.34 | 1.00 | |
08/16/2024 | 36.03 | 36.03 | 36.03 | 36.03 | 1.00 |
About Heartland Value Mutual Fund history
Heartland Value investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Heartland is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Heartland Value Plus will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Heartland Value stock prices may prove useful in developing a viable investing in Heartland Value
The fund invests primarily in a concentrated number of small-capitalization common stocks selected on a value basis. A majority of its assets are generally invested in dividend-paying common stocks. It primarily invests in companies with market capitalizations consistent with the capitalization range of the Russell 2000 Value Index.
Heartland Value Mutual Fund Technical Analysis
Heartland Value technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
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Heartland Value Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Heartland Value's price direction in advance. Along with the technical and fundamental analysis of Heartland Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Heartland to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
Risk Adjusted Performance | 0.119 | |||
Jensen Alpha | 0.1819 | |||
Total Risk Alpha | (0.1) | |||
Sortino Ratio | 0.0146 | |||
Treynor Ratio | (16.07) |
Cycle Indicators | ||
Math Operators | ||
Math Transform | ||
Momentum Indicators | ||
Overlap Studies | ||
Pattern Recognition | ||
Price Transform | ||
Statistic Functions | ||
Volatility Indicators | ||
Volume Indicators |
Other Information on Investing in Heartland Mutual Fund
Heartland Value financial ratios help investors to determine whether Heartland Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Heartland with respect to the benefits of owning Heartland Value security.
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