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Hennessy Cornerstone Large Growth Inv (HFLGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.76-0.04 (-0.34%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.83%
5-year average return13.50%
Number of years up11
Number of years down3
Best 1-yr total return (23 May 2024)34.66%
Worst 1-yr total return (23 May 2024)N/A
Best 3-yr total return34.66%
Worst 3-yr total return6.92%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHFLGXCategory
YTD5.02%4.44%
1-month-5.26%-4.04%
3-month6.75%4.09%
1-year24.05%14.37%
3-year6.72%6.04%
5-year11.69%9.20%
10-year9.65%8.57%
Last bull market27.68%22.97%
Last bear market-19.17%-11.27%

Annual total return (%) history

Year
HFLGXCategory
2024
N/AN/A
2023
21.71%11.63%
2022
-13.31%-5.90%
2021
34.66%26.22%
2020
5.49%2.91%
2019
27.53%25.04%
2018
-8.98%-8.53%
2017
17.08%15.94%
2016
14.69%14.81%
2015
-6.60%-4.05%
2014
16.18%10.21%
2013
33.79%31.21%
2012
10.44%14.57%
2011
2.59%-0.75%
2010
18.85%13.66%
2009
N/A24.13%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.85%N/AN/AN/A
20234.31%6.95%-0.47%9.62%
2022-3.68%-19.17%-4.13%16.15%
202119.44%4.45%-1.80%9.92%
2020-28.85%22.43%9.83%10.26%
201911.11%1.52%2.59%10.21%
2018-0.57%-0.25%5.84%-13.30%
20173.67%2.48%1.81%8.25%
20166.03%-7.65%9.13%7.33%
20152.32%-2.63%-9.38%3.46%
20144.27%4.17%0.88%6.03%
20139.74%2.37%7.35%10.94%
201211.55%-5.90%4.44%0.75%
20117.71%3.08%-15.98%9.98%
20105.57%-6.38%11.76%7.61%
200921.26%16.08%7.18%N/A

Rank in category (by total return)

YTD39
1-month90
3-month8
1-year5
3-year39
5-year11

Load adjusted returns

1-year24.05%
3-year6.72%
5-year11.69%
10-year9.65%