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Hennessy Focus Institutional (HFCIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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44.07+0.51 (+1.17%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.87%
5-year average return6.88%
Number of years up13
Number of years down2
Best 1-yr total return (2 May 2024)35.70%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return35.70%
Worst 3-yr total return1.72%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHFCIXCategory
YTD-4.87%17.04%
1-month-8.98%-0.01%
3-month-2.38%5.47%
1-year8.52%50.44%
3-year-1.27%13.15%
5-year6.48%13.75%
10-year8.40%11.35%
Last bull market23.77%25.95%
Last bear market-14.35%-22.55%

Annual total return (%) history

Year
HFCIXCategory
2024
N/AN/A
2023
21.31%N/A
2022
-24.71%N/A
2021
32.02%N/A
2020
5.88%12.39%
2019
35.34%26.21%
2018
-10.12%-11.15%
2017
19.71%15.93%
2016
7.55%14.14%
2015
3.25%-4.75%
2014
10.55%7.80%
2013
35.70%34.10%
2012
16.98%16.15%
2011
3.97%-3.81%
2010
24.79%22.52%
2009
35.70%37.39%
2008
N/A-39.18%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.52%N/AN/AN/A
20234.52%9.70%-5.92%12.46%
2022-9.14%-14.35%-10.02%7.53%
202113.48%7.29%0.86%7.50%
2020-30.18%29.79%5.46%10.80%
201914.04%8.30%4.01%5.35%
2018-2.28%3.14%2.54%-13.03%
20174.61%3.22%4.79%5.80%
20162.07%-0.45%3.06%2.70%
20155.34%-0.22%-5.09%3.50%
2014-1.81%4.24%-1.89%10.09%
201310.79%4.47%7.44%9.11%
20128.61%-2.85%4.14%6.46%
20111.54%0.32%-14.28%19.07%
20106.09%-10.66%17.43%12.12%
2009-4.68%20.25%11.22%6.45%
2008-1.99%-16.43%N/AN/A

Rank in category (by total return)

YTD100
1-month100
3-month100
1-year90
3-year90
5-year89

Load adjusted returns

1-year8.52%
3-year-1.27%
5-year6.48%
10-year8.40%