Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HEQCX (THE HENSSLER EQUITY FUND INSTITUTIONAL CLASS) | -1.86% | 3.78% | 6.30% | 12.09% | 7.78% | NA | NA | 9.98% |
Data as of 05/28/2025, AR inception is 06/23/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HEQCX (THE HENSSLER EQUITY FUND INSTITUTIONAL CLASS) | 06/23/2011 | 05/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.38 | 3.78 | 6.30 | 12.09 | 7.78 | NA | NA | 9.98 | -1.86 | 8.11 | 14.06 | -4.91 | 20.48 | 13.03 | 25.66 | -11.12 | 10.96 | 14.45 | -3.72 | 10.42 | 36.59 | 8.30 | -1.48 |
| Sharpe Ratio | NA | -0.08 | 0.22 | 0.67 | 0.34 | NA | NA | 0.47 | -0.08 | 0.10 | 0.64 | -0.30 | 1.39 | 0.36 | 1.93 | -0.87 | 1.18 | 1.02 | -0.26 | 0.93 | 3.38 | 0.66 | -0.09 |
| Standard Deviation(%) | NA | 19.65 | 18.32 | 18.18 | 18.44 | NA | NA | 17.62 | 24.84 | 14.99 | 15.48 | 21.14 | 14.67 | 35.52 | 12.55 | 14.29 | 8.83 | 13.96 | 14.52 | 11.16 | 10.80 | 12.56 | 29.63 |
| Draw Down(%) | NA | 20.78 | 20.78 | 20.78 | 37.02 | NA | NA | 37.02 | 18.05 | 8.22 | 12.86 | 16.79 | 7.28 | 37.02 | 7.35 | 19.95 | 4.63 | 7.74 | 10.62 | 8.42 | 4.63 | 10.02 | 17.49 |
| Yield(%) | 0.00 | 4.48 | 10.92 | 13.96 | 9.43 | 9.81 | 7.36 | 11.32 | 0.00 | 4.70 | 24.57 | 5.87 | 24.46 | 1.21 | 8.52 | 5.79 | 10.43 | 12.61 | 36.32 | 41.22 | 29.56 | 12.94 | 0.48 |
Data as of 05/28/2025, AR inception is 06/23/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEQCX (THE HENSSLER EQUITY FUND INSTITUTIONAL CLASS) |
-3.26%
Mar 2017 - Mar 2020 |
0.34%
Mar 2015 - Mar 2020 |
7.22%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEQCX (THE HENSSLER EQUITY FUND INSTITUTIONAL CLASS) |
21.16%
Mar 2020 - Mar 2023 |
15.78%
Mar 2020 - Mar 2025 |
11.90%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart