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Hennessy Equity and Income Institutional (HEIIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.70-0.02 (-0.13%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up20
Number of years down6
Best 1-yr total return (27 Jun 2024)18.76%
Worst 1-yr total return (27 Jun 2024)N/A

Risk statistics

3 years
HEIIXCategory average
5 years
HEIIXCategory average
10 years
HEIIXCategory average
Alpha
0.71-0.01
0.41-0.01
0.55-0
BETA
0.930.01
0.950.01
0.960.01
Mean annual return
0.220.01
0.610.01
0.530.01
R-squared
91.590.93
91.20.92
89.420.92
Standard deviation
12.190.13
12.390.1
10.070.09
Sharpe ratio
-0.050.01
0.410.01
0.470.01
Treynor ratio
-1.50.09
4.690.09
4.630.07