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Hennessy Japan Small Cap Institutional (HJSIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.81+0.04 (+0.24%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.89%
5-Year Average Return4.43%
Number of Years Up5
Number of Years Down3
Best 1 Yr Total Return (May 5, 2024)50.27%
Worst 1 Yr Total Return (May 5, 2024)N/A
Best 3-Yr Total Return50.27%
Worst 3-Yr Total Return-2.90%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHJSIXCategory
YTD0.68%2.38%
1-Month-3.15%-0.51%
3-Month2.20%-0.85%
1-Year9.50%23.25%
3-Year-1.26%5.89%
5-Year3.75%10.16%
10-Year8.31%8.44%
Last Bull Market16.94%5.77%
Last Bear Market-9.70%-8.45%

Annual Total Return (%) History

Year
HJSIXCategory
2024
N/AN/A
2023
16.74%N/A
2022
-15.99%N/A
2021
-4.30%N/A
2020
13.88%11.30%
2019
20.42%18.93%
2018
-12.13%-15.07%
2017
50.27%25.51%
2016
8.62%2.17%
2015
N/A11.97%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.96%N/AN/AN/A
20238.27%-0.86%-0.86%9.70%
2022-12.13%-9.70%-2.46%8.54%
20210.62%-2.29%3.77%-6.20%
2020-23.11%19.49%7.95%14.83%
20195.26%3.71%0.48%9.77%
20183.06%-1.30%1.57%-14.95%
201715.07%7.81%8.30%11.84%
20160.59%3.50%6.76%-2.27%
2015-7.95%5.04%N/AN/A

Rank In Category (By Total Return)

YTD74
1-Month26
3-Month46
1-Year78
3-Year79
5-Year71

Load Adjusted Returns

1-Year9.50%
3-Year-1.26%
5-Year3.75%
10-Year8.31%