Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HFLGX (HENNESSY CORNERSTONE LARGE GROWTH FUND HENNESSY CORNERSTONE LARGE GROWTH FUND – INVESTOR CLASS) | 9.19% | 16.95% | 12.85% | 0.65% | 7.27% | 7.83% | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/23/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HFLGX (HENNESSY CORNERSTONE LARGE GROWTH FUND HENNESSY CORNERSTONE LARGE GROWTH FUND – INVESTOR CLASS) | 03/23/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 16.95 | 12.85 | 0.65 | 7.27 | 7.83 | NA | … | … | 9.19 | 7.40 | 4.38 | 21.74 | -26.43 | 18.20 | 1.06 | 27.53 | -9.59 | 17.08 | 14.69 | -6.70 | 15.96 | 33.80 | 10.47 | 2.86 | 18.85 | 43.91 |
| Sharpe Ratio | NA | 1.21 | 0.66 | -0.09 | 0.29 | NA | NA | … | … | 1.59 | 0.28 | 0.06 | 1.05 | -0.95 | 1.04 | 0.02 | 1.79 | -0.66 | 1.80 | 0.91 | -0.44 | 1.47 | 2.93 | 0.82 | 0.13 | 1.12 | 2.29 |
| Standard Deviation(%) | NA | 11.79 | 14.46 | 19.31 | 19.82 | NA | NA | … | … | 12.76 | 16.26 | 12.59 | 17.33 | 29.34 | 17.43 | 35.64 | 14.54 | 16.65 | 9.17 | 15.98 | 15.45 | 10.87 | 11.53 | 12.83 | 21.88 | 16.80 | 25.85 |
| Draw Down(%) | NA | 7.18 | 19.50 | 35.46 | 38.90 | NA | NA | … | … | 7.18 | 16.50 | 9.39 | 12.28 | 27.42 | 13.93 | 38.90 | 10.99 | 20.61 | 4.35 | 12.84 | 14.59 | 7.80 | 5.58 | 11.44 | 20.13 | 12.40 | 12.71 |
| Yield(%) | 0.00 | 6.13 | 5.40 | 2.53 | 5.32 | 7.13 | 9.83 | … | … | 0.00 | 6.15 | 4.46 | 4.38 | 0.63 | 0.75 | 0.87 | 3.01 | 19.22 | 4.58 | 1.30 | 21.64 | 17.67 | 7.48 | 1.21 | 20.90 | 1.05 | 0.70 |
Data as of 06/05/2026, Common starting date is 03/23/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFLGX (HENNESSY CORNERSTONE LARGE GROWTH FUND HENNESSY CORNERSTONE LARGE GROWTH FUND – INVESTOR CLASS) |
-4.25%
Oct 2021 – Oct 2024 |
0.09%
Mar 2015 – Mar 2020 |
4.28%
Apr 2015 – Apr 2025 |
7.41%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFLGX (HENNESSY CORNERSTONE LARGE GROWTH FUND HENNESSY CORNERSTONE LARGE GROWTH FUND – INVESTOR CLASS) |
21.50%
Apr 2009 – Apr 2012 |
20.48%
Apr 2009 – Apr 2014 |
13.77%
Apr 2009 – Apr 2019 |
10.56%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison Chart