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Hennessy Cornerstone Mid Cap 30 Inv (HFMDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.76+0.29 (+1.29%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.24%
5-year average return19.71%
Number of years up18
Number of years down2
Best 1-yr total return (2 May 2024)30.78%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return30.78%
Worst 3-yr total return-0.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHFMDXCategory
YTD12.66%26.79%
1-month-4.18%-1.77%
3-month13.46%4.45%
1-year40.18%71.02%
3-year15.05%9.35%
5-year19.27%12.17%
10-year11.50%9.95%
Last bull market35.23%28.07%
Last bear market-13.00%-24.24%

Annual total return (%) history

Year
HFMDXCategory
2024
N/AN/A
2023
30.78%N/A
2022
2.79%N/A
2021
27.22%N/A
2020
23.37%4.02%
2019
15.76%21.43%
2018
-22.78%-15.46%
2017
20.51%8.54%
2016
5.82%25.99%
2015
0.02%-6.71%
2014
16.44%3.34%
2013
29.63%36.22%
2012
14.10%16.00%
2011
4.05%-4.45%
2010
27.26%26.17%
2009
24.67%31.32%
2008
-33.10%-32.24%
2007
6.69%-6.08%
2006
11.91%16.27%
2005
32.74%6.40%
2004
14.10%21.14%
2003
N/A42.38%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202417.57%N/AN/AN/A
20239.13%8.48%1.42%8.92%
20223.52%-13.00%2.94%10.88%
202124.94%2.86%-7.54%7.07%
2020-37.29%37.39%22.10%17.28%
201912.02%-0.57%-2.13%6.18%
2018-6.94%5.45%-3.67%-18.31%
20174.00%1.82%5.67%7.70%
20163.78%-4.31%4.07%2.40%
20155.29%5.59%-5.15%-5.16%
20146.22%8.34%-5.25%6.79%
201315.10%-1.78%4.68%9.53%
20126.12%-0.15%5.85%1.73%
20118.93%5.77%-21.54%15.10%
20108.32%-6.90%11.38%13.31%
2009-9.97%13.99%14.83%5.79%
2008-4.04%13.82%-22.59%-20.87%
20079.68%7.16%-3.58%-5.86%
200617.97%-1.79%-7.38%4.28%
20058.38%5.18%16.13%0.27%
20045.83%0.11%-3.41%11.50%
200311.14%N/AN/AN/A

Rank in category (by total return)

YTD1
1-month9
3-month1
1-year1
3-year1
5-year1

Load adjusted returns

1-year40.18%
3-year15.05%
5-year19.27%
10-year11.50%