Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HILGX (HENNESSY CORNERSTONE LARGE GROWTH FUND HENNESSY CORNERSTONE LARGE GROWTH FUND – INSTITUTIONAL CLASS) | 8.40% | 14.79% | 11.61% | 0.83% | 7.53% | 8.13% | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/23/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HILGX (HENNESSY CORNERSTONE LARGE GROWTH FUND HENNESSY CORNERSTONE LARGE GROWTH FUND – INSTITUTIONAL CLASS) | 03/23/2009 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.48 | 14.79 | 11.61 | 0.83 | 7.53 | 8.13 | NA | … | … | 8.40 | 7.68 | 4.67 | 22.09 | -26.21 | 18.57 | 1.33 | 27.82 | -9.25 | 17.34 | 15.05 | -6.58 | 16.07 | 34.09 | 10.73 | 3.26 | 19.28 | 44.19 |
| Sharpe Ratio | NA | 1.25 | 0.69 | -0.08 | 0.30 | NA | NA | … | … | 1.63 | 0.30 | 0.08 | 1.07 | -0.95 | 1.06 | 0.03 | 1.82 | -0.64 | 1.83 | 0.92 | -0.43 | 1.48 | 2.95 | 0.84 | 0.15 | 1.14 | 2.30 |
| Standard Deviation(%) | NA | 11.77 | 14.50 | 19.32 | 19.83 | NA | NA | … | … | 12.67 | 16.34 | 12.61 | 17.33 | 29.32 | 17.48 | 35.67 | 14.46 | 16.67 | 9.15 | 16.08 | 15.43 | 10.83 | 11.55 | 12.83 | 21.94 | 16.78 | 25.87 |
| Draw Down(%) | NA | 7.18 | 19.32 | 35.16 | 38.96 | NA | NA | … | … | 7.18 | 16.41 | 9.32 | 12.16 | 27.20 | 13.90 | 38.96 | 10.90 | 20.37 | 4.31 | 12.83 | 14.55 | 7.79 | 5.54 | 11.37 | 20.10 | 12.36 | 12.81 |
| Yield(%) | 0.00 | 6.34 | 5.53 | 2.76 | 5.65 | 7.44 | 10.19 | … | … | 0.00 | 6.45 | 4.76 | 4.68 | 0.88 | 1.00 | 1.14 | 3.30 | 19.54 | 4.75 | 1.55 | 21.78 | 17.86 | 7.68 | 1.32 | 21.04 | 1.32 | 0.70 |
Data as of 06/10/2026, Common starting date is 03/23/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HILGX (HENNESSY CORNERSTONE LARGE GROWTH FUND HENNESSY CORNERSTONE LARGE GROWTH FUND – INSTITUTIONAL CLASS) |
-3.98%
Oct 2021 – Oct 2024 |
0.35%
Mar 2015 – Mar 2020 |
4.56%
Apr 2015 – Apr 2025 |
7.69%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HILGX (HENNESSY CORNERSTONE LARGE GROWTH FUND HENNESSY CORNERSTONE LARGE GROWTH FUND – INSTITUTIONAL CLASS) |
21.89%
Apr 2009 – Apr 2012 |
20.82%
Apr 2009 – Apr 2014 |
14.07%
Apr 2009 – Apr 2019 |
10.85%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison Chart