Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HIMDX (HENNESSY CORNERSTONE MID CAP 30 FUND INSTITUTIONAL CLASS) | 14.46% | 25.09% | 24.15% | 15.82% | 14.39% | 13.48% | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HIMDX (HENNESSY CORNERSTONE MID CAP 30 FUND INSTITUTIONAL CLASS) | 03/04/2008 | 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 (%) | -3.00 | 25.09 | 24.15 | 15.82 | 14.39 | 13.48 | NA | … | … | 14.46 | 4.37 | 34.59 | 31.31 | 3.11 | 27.77 | 23.82 | 16.02 | -23.18 | 21.17 | 6.20 | 0.23 | 16.76 | 30.06 | 14.55 | 4.42 | 27.82 | 25.13 | -30.48 |
| Sharpe Ratio | NA | 1.03 | 0.97 | 0.58 | 0.50 | NA | NA | … | … | 1.45 | 0.06 | 1.54 | 1.44 | 0.06 | 1.21 | 0.47 | 0.95 | -1.32 | 1.68 | 0.37 | 0.01 | 1.04 | 1.80 | 1.20 | 0.15 | 1.46 | 0.96 | -0.82 |
| Standard Deviation(%) | NA | 21.72 | 21.53 | 23.41 | 25.26 | NA | NA | … | … | 23.84 | 23.83 | 20.11 | 19.43 | 29.97 | 22.86 | 50.23 | 15.29 | 18.73 | 12.27 | 16.04 | 15.96 | 16.07 | 16.71 | 12.22 | 29.62 | 18.96 | 25.97 | 44.27 |
| Draw Down(%) | NA | 12.62 | 27.65 | 27.65 | 55.79 | NA | NA | … | … | 12.62 | 25.21 | 8.92 | 11.57 | 20.93 | 11.77 | 51.81 | 11.63 | 30.19 | 6.49 | 10.79 | 14.98 | 14.18 | 9.72 | 7.74 | 28.14 | 13.21 | 23.85 | 54.83 |
| Yield(%) | 0.00 | 1.14 | 11.96 | 10.19 | 10.12 | 11.48 | 10.20 | … | … | 0.00 | 1.07 | 22.07 | 11.66 | 18.31 | 2.18 | 0.00 | 0.00 | 22.71 | 18.87 | 0.69 | 1.10 | 6.76 | 9.19 | 1.86 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/04/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIMDX (HENNESSY CORNERSTONE MID CAP 30 FUND INSTITUTIONAL CLASS) |
-13.30%
Mar 2017 – Mar 2020 |
-7.27%
Mar 2015 – Mar 2020 |
4.45%
Mar 2010 – Mar 2020 |
8.42%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIMDX (HENNESSY CORNERSTONE MID CAP 30 FUND INSTITUTIONAL CLASS) |
41.55%
Mar 2020 – Mar 2023 |
32.80%
Mar 2020 – Mar 2025 |
14.86%
May 2016 – May 2026 |
16.05%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart