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Hennessy Equity and Income Institutional (HEIIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.66+0.12 (+0.89%)
As of 08:06AM EDT. Market open.

Risk overview

Morningstar risk rating★★★
Number of years up20
Number of years down6
Best 1-yr total return (30 May 2024)18.76%
Worst 1-yr total return (30 May 2024)N/A

Risk statistics

3 years
HEIIXCategory average
5 years
HEIIXCategory average
10 years
HEIIXCategory average
Alpha
0.71-0.01
0.35-0.01
0.67-0
BETA
0.930.01
0.960.01
0.960.01
Mean annual return
0.180.01
0.520.01
0.530.01
R-squared
91.550.93
91.370.92
89.470.92
Standard deviation
12.150.13
12.530.1
10.070.09
Sharpe ratio
-0.080.01
0.320.01
0.480.01
Treynor ratio
-1.770.09
3.470.09
4.680.07