HEARTLAND VALUE Potential Upside
| HRVIX Fund | | | USD 42.07 0.53 1.28% |
Potential Upside is the amount of upward price movement an investor or an analyst expects of a particular equity instrument. Below is HEARTLAND VALUE's current Potential Upside with peer comparisons and related risk metrics.
Current Potential Upside Value
HEARTLAND VALUE carries a Potential Upside of 2.19, consistent with modest estimated upside from current levels. HEARTLAND VALUE trades near but slightly below the model-derived fair value estimate.
Potential Upside | = | 1PM2PM |
| = | 2.19 | |
| 1PM | = | First upper moment |
| 2PM | = | Second upper moment |
Potential Upside Peers Comparison
HEARTLAND VALUE's Potential Upside of 2.19 falls below the 2.32 peer average. Values range from 1.3 (Calamos LongShort Equity) to 2.92 (Martin Currie Emerging), with moderate dispersion across the group. HEARTLAND VALUE shows less estimated upside from current levels than the peer average.
Potential Upside Relative To Other Indicators
The chart below plots Potential Upside against Maximum Drawdown for Heartland Value and its peers. Each point represents one equity — position along the horizontal axis shows Potential Upside while the vertical axis shows Maximum Drawdown. Equities that cluster in different quadrants carry distinct risk-return profiles. Use the dropdowns to swap in other indicators for either axis.
HEARTLAND VALUE's Maximum Drawdown of
5.26 runs about
2.41 times its Potential Upside of
2.19 . This indicates Maximum Drawdown is significantly higher than Potential Upside for HEARTLAND VALUE.
Methodology, Assumptions & Data Sources
The current Potential Upside for HEARTLAND VALUE is 2.19. HEARTLAND VALUE's Potential Upside is computed from historical closing prices over the selected time horizon, applying the indicator's defined mathematical transformation to raw price data. All inputs are based on exchange-reported closing prices, with adjustments for stock splits, dividends, and other corporate actions. HEARTLAND VALUE operates in the small value funds sector, which may exhibit distinct volatility and momentum characteristics relative to the broader market. The calculation assumes continuous price data across the selected period. All readings are presented as reference data.
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