Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HFCGX (HENNESSY CORNERSTONE GROWTH FUND INVESTOR CLASS) | 13.70% | 21.46% | 24.65% | 6.72% | 9.60% | 10.13% | 5.80% | … | … |
Data as of 06/05/2026, Common starting date is 11/12/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HFCGX (HENNESSY CORNERSTONE GROWTH FUND INVESTOR CLASS) | 11/12/1998 | 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 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.16 | 21.46 | 24.65 | 6.72 | 9.60 | 10.13 | 5.80 | … | … | 13.70 | 4.78 | 31.46 | 19.58 | -7.17 | 1.46 | 17.73 | 20.70 | -21.39 | 16.60 | 8.37 | -1.09 | 13.82 | 35.89 | 30.31 | -10.78 | 11.50 | 10.29 | -43.69 | -2.21 | 10.42 | 12.09 | 16.28 | 45.82 | -4.71 | 12.09 | 4.84 | 37.72 | 9.22 |
| Sharpe Ratio | NA | 1.46 | 1.09 | 0.17 | 0.30 | NA | NA | … | … | 2.39 | 0.09 | 1.30 | 0.75 | -0.27 | 0.04 | 0.35 | 1.29 | -1.13 | 1.02 | 0.53 | -0.07 | 0.88 | 2.31 | 1.82 | -0.28 | 0.42 | 0.42 | -1.07 | -0.24 | 0.32 | 0.46 | 0.79 | 2.69 | -0.23 | 0.46 | 0.02 | 1.83 | 4.88 |
| Standard Deviation(%) | NA | 12.85 | 20.15 | 25.86 | 26.81 | NA | NA | … | … | 14.15 | 20.75 | 21.47 | 21.34 | 32.42 | 36.12 | 49.28 | 14.92 | 20.17 | 15.75 | 15.51 | 16.71 | 15.64 | 15.53 | 16.81 | 38.52 | 27.14 | 24.47 | 41.63 | 22.81 | 21.97 | 21.23 | 19.28 | 16.76 | 25.03 | 21.25 | 29.50 | 18.73 | 19.02 |
| Draw Down(%) | NA | 7.82 | 22.86 | 42.45 | 54.22 | NA | NA | … | … | 7.82 | 21.30 | 10.26 | 16.01 | 25.08 | 32.75 | 50.14 | 10.32 | 30.01 | 7.43 | 12.40 | 10.51 | 12.27 | 7.15 | 9.39 | 37.35 | 24.31 | 23.13 | 55.98 | 20.12 | 23.69 | 16.35 | 15.20 | 13.09 | 26.80 | 20.02 | 27.06 | 11.73 | 7.83 |
| Yield(%) | 0.00 | 0.00 | 6.91 | 3.10 | 3.51 | 3.99 | 2.90 | … | … | 0.00 | 0.00 | 16.53 | 0.46 | 1.08 | 0.00 | 0.00 | 0.00 | 7.41 | 0.00 | 0.00 | 0.10 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 12.42 | 15.72 | 6.79 | 20.07 | 0.00 | 3.37 | 7.80 | 21.48 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/12/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFCGX (HENNESSY CORNERSTONE GROWTH FUND INVESTOR CLASS) |
-22.65%
Mar 2006 – Mar 2009 |
-10.32%
Sep 2006 – Sep 2011 |
0.46%
Aug 2000 – Aug 2010 |
0.64%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFCGX (HENNESSY CORNERSTONE GROWTH FUND INVESTOR CLASS) |
31.41%
Mar 2003 – Mar 2006 |
22.23%
Mar 2020 – Mar 2025 |
14.26%
Sep 2011 – Sep 2021 |
11.20%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart