Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HEQFX (THE HENSSLER EQUITY FUND INVESTOR CLASS) | 8.37% | 20.57% | 13.19% | 1.07% | 6.17% | 7.29% | 6.37% | … | … |
Data as of 06/05/2026, Common starting date is 02/05/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HEQFX (THE HENSSLER EQUITY FUND INVESTOR CLASS) | 02/05/1999 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.59 | 20.57 | 13.19 | 1.07 | 6.17 | 7.29 | 6.37 | … | … | 8.37 | 9.66 | 7.70 | 13.39 | -11.05 | -5.70 | 12.47 | 25.07 | -11.61 | 10.48 | 13.86 | -4.15 | 9.86 | 35.73 | 7.53 | -0.67 | 13.56 | 23.97 | -30.41 | 7.55 | 12.01 | 1.63 | 9.88 | 28.07 | -17.87 | -6.80 | 6.34 | 14.01 |
| Sharpe Ratio | NA | 1.36 | 0.64 | -0.06 | 0.23 | NA | NA | … | … | 1.46 | 0.36 | 0.27 | 0.64 | -0.55 | -0.21 | 0.34 | 1.87 | -0.91 | 1.12 | 0.98 | -0.29 | 0.88 | 3.29 | 0.60 | -0.03 | 0.78 | 0.97 | -0.82 | 0.29 | 0.86 | -0.06 | 0.82 | 1.59 | -0.74 | -0.48 | 0.10 | 0.75 |
| Standard Deviation(%) | NA | 13.88 | 16.30 | 20.39 | 19.92 | NA | NA | … | … | 14.37 | 18.76 | 15.12 | 15.44 | 22.70 | 27.60 | 35.43 | 12.62 | 14.34 | 8.84 | 13.92 | 14.56 | 11.19 | 10.84 | 12.59 | 23.19 | 17.29 | 24.74 | 38.16 | 15.31 | 10.07 | 10.19 | 10.81 | 17.17 | 25.55 | 19.54 | 20.45 | 16.30 |
| Draw Down(%) | NA | 7.72 | 20.81 | 33.93 | 37.04 | NA | NA | … | … | 7.72 | 18.02 | 8.24 | 13.19 | 17.19 | 21.28 | 37.04 | 7.34 | 20.12 | 4.56 | 7.76 | 10.92 | 8.52 | 4.69 | 10.10 | 17.83 | 16.47 | 25.72 | 40.79 | 8.32 | 8.16 | 7.01 | 8.63 | 13.91 | 29.93 | 23.79 | 9.62 | 12.15 |
| Yield(%) | 0.00 | 10.99 | 13.49 | 5.92 | 7.10 | 8.98 | 7.72 | … | … | 0.00 | 10.89 | 4.93 | 26.62 | 0.26 | 0.03 | 0.76 | 8.65 | 5.82 | 10.61 | 12.80 | 36.92 | 41.45 | 29.44 | 12.68 | 0.81 | 0.64 | 0.78 | 1.16 | 9.73 | 4.30 | 1.58 | 0.52 | 0.38 | 0.09 | 0.27 | 0.35 | 0.35 |
Data as of 06/05/2026, Common starting date is 02/05/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEQFX (THE HENSSLER EQUITY FUND INVESTOR CLASS) |
-11.93%
Feb 2006 – Feb 2009 |
-5.67%
Feb 2004 – Feb 2009 |
-0.30%
Mar 1999 – Mar 2009 |
4.10%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEQFX (THE HENSSLER EQUITY FUND INVESTOR CLASS) |
22.33%
Feb 2009 – Feb 2012 |
19.47%
Feb 2009 – Feb 2014 |
12.71%
Feb 2009 – Feb 2019 |
9.53%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart