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Hennessy Equity and Income Investor (HEIFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.31-0.15 (-1.04%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up17
Number of years down5
Best 1-yr total return (28 Apr 2024)18.43%
Worst 1-yr total return (28 Apr 2024)N/A

Risk statistics

3 years
HEIFXCategory average
5 years
HEIFXCategory average
10 years
HEIFXCategory average
Alpha
0.71-0.01
0.29-0.01
0.36-0
BETA
0.930.01
0.960.01
0.950.01
Mean annual return
0.340.01
0.590.01
0.530.01
R-squared
91.540.93
91.20.92
89.320.92
Standard deviation
12.040.13
12.440.1
9.990.09
Sharpe ratio
0.090.01
0.40.01
0.490.01
Treynor ratio
0.450.09
4.540.09
4.790.07