Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HENLX (Hennessy Cornerstone Growth II ) | NA | 0.34% | 15.05% | -8.22% | 2.45% | 5.41% | NA | … | … |
Data as of 11/07/2011, Common starting date is 07/01/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HENLX (Hennessy Cornerstone Growth II ) | 07/01/1996 | 11/07/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.34 | 15.05 | -8.22 | 2.45 | 5.41 | NA | … | … | -6.46 | 27.13 | 25.20 | -53.80 | -6.47 | 5.22 | 9.45 | 16.78 | 64.98 | -20.86 | 0.75 | -18.60 | 62.02 | 16.76 | 22.72 | -2.12 |
| Sharpe Ratio | NA | 0.03 | 0.45 | -0.27 | 0.04 | NA | NA | … | … | -0.23 | 1.11 | 0.78 | -1.15 | -0.40 | 0.10 | 0.40 | 0.92 | 3.47 | -0.96 | -0.06 | -0.52 | 3.05 | 0.64 | -2.19 | -0.47 |
| Standard Deviation(%) | NA | 30.92 | 33.06 | 33.54 | 27.65 | NA | NA | … | … | 32.23 | 24.27 | 32.35 | 47.48 | 23.69 | 18.94 | 18.08 | 17.17 | 18.51 | 22.91 | 27.46 | 43.84 | 19.25 | 20.84 | 14.81 | 16.22 |
| Draw Down(%) | NA | 31.90 | 31.90 | 71.50 | 72.58 | NA | NA | … | … | 31.90 | 20.08 | 29.92 | 64.28 | 22.49 | 21.22 | 13.34 | 18.28 | 12.80 | 38.78 | 30.83 | 52.09 | 10.30 | 32.89 | 15.23 | 16.40 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 4.80 | 6.22 | 7.77 | 5.43 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 20.70 | 4.00 | 12.38 | 0.04 | 0.00 | 0.00 | 0.24 | 4.72 | 8.02 | 0.00 | 22.47 | 12.17 |
Data as of 11/07/2011, Common starting date is 07/01/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HENLX (Hennessy Cornerstone Growth II ) |
-30.27%
Mar 2006 – Mar 2009 |
-14.75%
Feb 2004 – Feb 2009 |
-5.90%
Feb 2000 – Feb 2010 |
4.03%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HENLX (Hennessy Cornerstone Growth II ) |
49.04%
Feb 1997 – Feb 2000 |
21.26%
Sep 2002 – Sep 2007 |
13.96%
Apr 1997 – Apr 2007 |
5.51%
Oct 1996 – Oct 2011 |
Annualized Rolling Returns Comparison Chart