Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCVI (Hennessy Capital Investment Corp VI) | NA | 195.09% | 47.90% | NA | NA | NA | NA | … | … |
Data as of 06/06/2025, Common starting date is 11/24/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCVI (Hennessy Capital Investment Corp VI) | 11/24/2021 | 06/06/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 182.53 | 195.09 | 47.90 | NA | NA | NA | NA | … | … | 194.81 | 1.34 | 5.88 | 1.86 | -0.31 |
| Sharpe Ratio | NA | 1.59 | 0.64 | NA | NA | NA | NA | … | … | 6.22 | -0.32 | 0.55 | 0.13 | -1.13 |
| Standard Deviation(%) | NA | 120.74 | 69.87 | NA | NA | NA | NA | … | … | 183.66 | 16.57 | 2.98 | 3.69 | 2.75 |
| Draw Down(%) | NA | 29.67 | 29.67 | NA | NA | NA | NA | … | … | 29.67 | 9.40 | 1.61 | 1.13 | 1.03 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/06/2025, Common starting date is 11/24/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCVI (Hennessy Capital Investment Corp VI) |
3.00%
Dec 2021 – Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCVI (Hennessy Capital Investment Corp VI) |
4.73%
May 2022 – May 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart