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Hennessy Cornerstone Growth Investor (HFCGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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34.93+0.52 (+1.51%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return27.81%
5-year average return20.24%
Number of years up20
Number of years down7
Best 1-yr total return (23 May 2024)35.89%
Worst 1-yr total return (23 May 2024)N/A
Best 3-yr total return35.89%
Worst 3-yr total return-0.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHFCGXCategory
YTD19.28%20.19%
1-month-4.82%0.02%
3-month14.75%4.36%
1-year52.55%60.18%
3-year13.23%11.32%
5-year17.67%13.88%
10-year10.68%11.19%
Last bull market44.32%27.98%
Last bear market-9.88%-24.08%

Annual total return (%) history

Year
HFCGXCategory
2024
N/AN/A
2023
19.58%N/A
2022
-4.93%N/A
2021
28.89%N/A
2020
17.73%10.99%
2019
20.70%23.75%
2018
-21.22%-12.72%
2017
16.60%12.28%
2016
8.37%20.78%
2015
-1.09%-5.38%
2014
13.82%3.79%
2013
35.89%37.39%
2012
30.31%15.46%
2011
-10.78%-4.07%
2010
11.50%25.61%
2009
10.29%31.80%
2008
-43.69%-36.56%
2007
-2.18%-1.10%
2006
10.42%15.03%
2005
11.96%6.75%
2004
16.65%18.94%
2003
45.82%43.41%
2002
-4.71%-16.22%
2001
12.15%8.92%
2000
5.30%11.89%
1999
37.72%19.95%
1998
3.67%-3.03%
1997
31.34%26.36%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202425.32%N/AN/AN/A
2023-1.66%7.76%4.73%7.74%
2022-5.28%-9.88%-3.00%14.82%
202117.49%7.18%-7.51%10.66%
2020-39.27%36.11%15.43%23.39%
20198.48%3.77%-3.18%10.74%
2018-3.60%2.53%3.64%-23.10%
2017-0.43%0.10%12.88%3.65%
2016-0.26%0.42%3.34%4.70%
20154.81%-0.79%-5.27%0.42%
20141.76%3.76%-1.06%8.95%
201313.59%-0.91%7.17%12.66%
201223.23%-3.63%8.42%1.21%
201110.87%-1.34%-29.48%15.66%
20106.53%-14.69%11.52%10.02%
2009-11.31%6.83%7.72%8.06%
2008-17.82%8.07%-18.33%-22.36%
20071.32%8.34%-5.95%-5.25%
200616.53%-7.49%-7.76%11.06%
2005-1.36%1.76%12.16%-0.55%
2004-0.52%2.29%-3.10%18.30%
2003-2.41%17.84%12.91%12.30%
20028.67%0.19%-13.70%1.41%
20010.94%8.37%-7.72%11.10%
200010.60%0.00%7.92%-11.78%
1999-7.59%16.16%-2.83%32.04%
199813.39%3.32%-28.53%23.82%
1997-3.18%21.64%29.01%-13.56%

Rank in category (by total return)

YTD1
1-month8
3-month1
1-year1
3-year1
5-year1

Load adjusted returns

1-year52.55%
3-year13.23%
5-year17.67%
10-year10.68%