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Hennessy Equity and Income Institutional (HEIIX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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14.45

+0.02

(+0.14%)

At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★

Number of years up20

Number of years down6

Best 1-yr total return (3 Oct 2024)18.76%

Worst 1-yr total return (3 Oct 2024)N/A

Risk statistics

3 years

HEIIXCategory average

5 years

HEIIXCategory average

10 years

HEIIXCategory average

Alpha

0.98-0.01

0.33-0.01

0.26-0

BETA

0.930.01

0.960.01

0.960.01

Mean annual return

0.440.01

0.640.01

0.570.01

R-squared

91.040.93

90.850.92

89.330.92

Standard deviation

12.170.13

12.410.1

10.080.09

Sharpe ratio

0.120.01

0.420.01

0.510.01

Treynor ratio

0.830.09

4.910.09

4.990.07