Fund Performance
HERACLES FUND quarterly performance reports since January 2024.
Quarterly Performance Overview (2024-2025)
Performance Summary
Fund Inception: January 1, 2024
Total Return (Since Inception): +315%
Average Quarterly Return: 22.7%
Best Quarter: Q4 2024 (+33%)
Minimum Quarter: Q3 2024 (+15%)
Q1 2024
Return: +18%
Q2 2024
Return: +28%
Q3 2024
Return: +15%
Q4 2024
Return: +33%
Q1 2025
Return: +21%
Q2 2025
Return: +25%
Q3 2025
Return: +19%
Detailed Reports
- Q3 2025 Report - Return: +19%
- Q2 2025 Report - Return: +25%
- Q1 2025 Report - Return: +21%
- Annual Report 2024 - Total Return: +127%
- Q4 2024 Report - Return: +33%
- Q3 2024 Report - Return: +15%
- Q2 2024 Report - Return: +28%
- Q1 2024 Report - Return: +18%