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Hennessy Focus Investor (HFCSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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41.21-0.07 (-0.17%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-4.80%
5-Year Average Return6.27%
Number of Years Up21
Number of Years Down5
Best 1 Yr Total Return (Apr 17, 2024)35.33%
Worst 1 Yr Total Return (Apr 17, 2024)N/A
Best 3-Yr Total Return35.33%
Worst 3-Yr Total Return1.35%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHFCSXCategory
YTD4.44%17.04%
1-Month1.53%-0.01%
3-Month4.44%5.47%
1-Year20.88%50.44%
3-Year3.18%13.15%
5-Year9.23%13.75%
10-Year8.89%11.35%
Last Bull Market48.22%25.95%
Last Bear Market-14.44%-22.55%

Annual Total Return (%) History

Year
HFCSXCategory
2024
N/AN/A
2023
20.85%N/A
2022
-24.99%N/A
2021
31.55%N/A
2020
5.49%12.39%
2019
34.86%26.21%
2018
-10.47%-11.15%
2017
19.27%15.93%
2016
7.16%14.14%
2015
2.88%-4.75%
2014
10.20%7.80%
2013
35.33%34.10%
2012
16.64%16.15%
2011
3.63%-3.81%
2010
24.55%22.52%
2009
34.80%37.39%
2008
-33.85%-39.18%
2007
2.30%4.85%
2006
28.49%14.03%
2005
2.31%9.25%
2004
30.67%16.30%
2003
45.77%36.28%
2002
2.63%-16.55%
2001
32.63%-3.12%
2000
-8.79%6.36%
1999
19.62%20.92%
1998
-3.52%10.36%
1997
N/A25.92%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.44%N/AN/AN/A
20234.40%9.62%-6.01%12.34%
2022-9.25%-14.44%-10.09%7.44%
202113.37%7.21%0.76%7.41%
2020-30.24%29.66%5.36%10.69%
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%N/A

Rank In Category (By Total Return)

YTD98
1-Month99
3-Month98
1-Year65
3-Year84
5-Year85

Load Adjusted Returns

1-Year20.88%
3-Year3.18%
5-Year9.23%
10-Year8.89%