HFCSX - Hennessy Focus Fund Investor Class

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return9.99%
5-Year Average Return8.52%
Number of Years Up18
Number of Years Down4
Best 1 Yr Total Return (Feb. 3, 2019)35.33%
Worst 1 Yr Total Return (Feb. 3, 2019)-33.85%
Best 3-Yr Total Return35.33%
Worst 3-Yr Total Return-4.56%

Trailing Returns (%) Vs. Benchmarks

ReturnHFCSXCategory
YTD-13.36%0.61%
1-Month8.53%9.99%
3-Month-8.32%6.32%
1-Year-0.46%13.84%
3-Year5.47%11.95%
5-Year5.63%9.25%
10-Year11.58%12.58%
Last Bull Market31.08%26.98%
Last Bear Market-15.48%-21.30%

Annual Total Return (%) History

Year
HFCSXCategory
2020
N/AN/A
2019
34.86%32.52%
2018
-10.47%-6.65%
2017
19.27%23.91%
2016
7.16%6.03%
2015
2.88%-0.95%
2014
10.20%7.00%
2013
35.33%34.93%
2012
16.64%14.07%
2011
3.63%-3.96%
2010
24.55%24.61%
2009
34.80%39.11%
2008
-33.85%-43.77%
2007
2.30%15.09%
2006
28.49%9.00%
2005
2.31%9.84%
2004
30.67%13.23%
2003
45.77%35.96%
2002
2.63%-27.24%
2001
32.63%-19.98%
2000
-8.79%-4.78%
1999
19.62%60.49%
1998
-3.52%18.76%
1997
44.30%17.98%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-30.24%N/AN/AN/A
201913.94%8.21%3.92%5.25%
2018-2.38%3.04%2.45%-13.12%
20174.51%3.11%4.70%5.71%
20161.98%-0.54%2.97%2.60%
20155.26%-0.30%-5.21%3.41%
2014-1.89%4.17%-1.96%9.99%
201310.71%4.45%7.33%9.04%
20128.55%-2.93%4.07%6.37%
20111.44%0.24%-14.33%18.96%
20106.21%-10.82%17.19%12.22%
2009-4.59%19.82%11.02%6.21%
2008-11.00%-9.16%-2.16%-16.38%
20071.63%6.50%-3.62%-1.94%
200615.67%-3.76%3.26%11.78%
2005-3.40%6.70%-2.60%1.91%
20048.01%1.61%2.61%16.04%
20032.56%23.15%6.16%8.72%
20026.68%-8.03%-6.62%12.02%
2001-1.09%30.94%-13.38%18.23%
20009.34%-3.64%-3.48%-10.31%
19994.44%9.48%-8.77%14.67%
199811.24%-9.03%-18.21%16.58%
199714.67%22.79%3.69%3.69%

Rank In Category (By Total Return)

YTD97
1-Month73
3-Month99
1-Year95
3-Year90
5-Year88

Load Adjusted Returns

1-Year-0.46%
3-Year5.47%
5-Year5.63%
10-Year11.58%