Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HICGX (HENNESSY CORNERSTONE GROWTH FUND INSTITUTIONAL CLASS) | 13.86% | 21.85% | 25.05% | 7.06% | 9.95% | 10.47% | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HICGX (HENNESSY CORNERSTONE GROWTH FUND INSTITUTIONAL CLASS) | 03/05/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.13 | 21.85 | 25.05 | 7.06 | 9.95 | 10.47 | NA | … | … | 13.86 | 5.09 | 31.90 | 19.99 | -6.91 | 1.84 | 18.08 | 21.05 | -21.08 | 16.99 | 8.70 | -0.86 | 14.01 | 36.43 | 30.76 | -10.58 | 12.06 | 10.60 | -34.55 |
| Sharpe Ratio | NA | 1.49 | 1.11 | 0.19 | 0.31 | NA | NA | … | … | 2.43 | 0.11 | 1.31 | 0.77 | -0.26 | 0.05 | 0.36 | 1.31 | -1.12 | 1.04 | 0.55 | -0.05 | 0.90 | 2.35 | 1.85 | -0.28 | 0.44 | 0.43 | -0.91 |
| Standard Deviation(%) | NA | 12.87 | 20.16 | 25.87 | 26.81 | NA | NA | … | … | 14.16 | 20.75 | 21.50 | 21.33 | 32.43 | 36.12 | 49.20 | 14.98 | 20.21 | 15.74 | 15.50 | 16.72 | 15.63 | 15.50 | 16.79 | 38.46 | 27.16 | 24.43 | 44.64 |
| Draw Down(%) | NA | 7.81 | 22.78 | 42.25 | 53.89 | NA | NA | … | … | 7.81 | 21.25 | 10.26 | 15.97 | 24.96 | 32.72 | 50.09 | 10.18 | 29.83 | 7.33 | 12.43 | 10.47 | 12.28 | 7.17 | 9.34 | 37.25 | 24.22 | 23.08 | 52.29 |
| Yield(%) | 0.00 | 0.07 | 7.16 | 3.26 | 3.70 | 4.27 | 2.71 | … | … | 0.00 | 0.07 | 16.83 | 0.79 | 1.35 | 0.00 | 0.00 | 0.00 | 7.44 | 0.00 | 0.00 | 0.26 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/05/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HICGX (HENNESSY CORNERSTONE GROWTH FUND INSTITUTIONAL CLASS) |
-11.99%
Mar 2017 – Mar 2020 |
-6.93%
Mar 2015 – Mar 2020 |
3.41%
Mar 2010 – Mar 2020 |
3.71%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HICGX (HENNESSY CORNERSTONE GROWTH FUND INSTITUTIONAL CLASS) |
29.26%
Sep 2011 – Sep 2014 |
22.62%
Mar 2020 – Mar 2025 |
14.61%
Sep 2011 – Sep 2021 |
11.55%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart