Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HFTFX (Hennessy Focus 30) | NA | -15.40% | 3.96% | -2.65% | NA | NA | NA | … | … |
Data as of 10/26/2012, Common starting date is 10/03/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HFTFX (Hennessy Focus 30) | 10/03/2003 | 10/26/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.00 | -15.40 | 3.96 | -2.65 | NA | NA | NA | … | … | -19.17 | 4.05 | 27.26 | 24.67 | -33.10 | 6.69 | 11.91 | 32.74 | 14.10 | 5.02 |
| Sharpe Ratio | NA | -0.31 | 0.09 | -0.06 | NA | NA | NA | … | … | -0.62 | 0.14 | 1.44 | 0.95 | -0.81 | 0.18 | 0.42 | 1.50 | 0.69 | 1.10 |
| Standard Deviation(%) | NA | 49.49 | 42.82 | 53.58 | NA | NA | NA | … | … | 36.56 | 29.74 | 18.88 | 25.98 | 42.11 | 20.53 | 20.75 | 20.41 | 19.13 | 19.89 |
| Draw Down(%) | NA | 31.56 | 34.83 | 55.02 | NA | NA | NA | … | … | 31.56 | 28.17 | 13.31 | 23.79 | 54.87 | 17.95 | 20.83 | 13.68 | 17.07 | 7.04 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 2.94 | 4.56 | 3.04 | 2.28 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 16.05 | 0.86 | 16.93 | 0.00 | 0.00 |
Data as of 10/26/2012, Common starting date is 10/03/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFTFX (Hennessy Focus 30) |
-15.21%
Mar 2006 – Mar 2009 |
-5.32%
May 2007 – May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFTFX (Hennessy Focus 30) |
25.87%
Aug 2004 – Aug 2007 |
7.64%
Aug 2004 – Aug 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart