Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HGASX (Hennessy Gas Utility Fund Inst Class) | NA | 30.25% | 17.59% | NA | NA | NA | NA | … | … |
Data as of 11/06/2013, Common starting date is 06/16/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HGASX (Hennessy Gas Utility Fund Inst Class) | 06/16/2009 | 11/06/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 30.25 | 17.59 | NA | NA | NA | NA | … | … | 29.28 | 15.87 | 0.14 | 35.76 | 17.18 |
| Sharpe Ratio | NA | 2.36 | 0.84 | NA | NA | NA | NA | … | … | 2.74 | 1.00 | 0.00 | 1.65 | 1.77 |
| Standard Deviation(%) | NA | 12.82 | 21.15 | NA | NA | NA | NA | … | … | 12.79 | 16.02 | 30.04 | 21.65 | 18.97 |
| Draw Down(%) | NA | 5.30 | 23.39 | NA | NA | NA | NA | … | … | 4.87 | 9.99 | 23.39 | 14.28 | 7.88 |
| Yield(%) | 0.00 | 4.53 | 4.04 | 3.58 | 1.79 | 1.19 | 0.90 | … | … | 0.00 | 5.17 | 3.04 | 4.54 | 0.00 |
Data as of 11/06/2013, Common starting date is 06/16/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HGASX (Hennessy Gas Utility Fund Inst Class) |
15.34%
Apr 2010 – Apr 2013 |
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 |
|---|---|---|---|---|
| HGASX (Hennessy Gas Utility Fund Inst Class) |
24.35%
Aug 2010 – Aug 2013 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart