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Hennessy Cornerstone Growth Inst (HICGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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34.49-0.16 (-0.46%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return20.93%
5-year average return18.35%
Number of years up11
Number of years down4
Best 1-yr total return (24 Jun 2024)36.43%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return36.43%
Worst 3-yr total return0.19%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHICGXCategory
YTD28.47%20.19%
1-month7.61%0.02%
3-month10.10%4.36%
1-year66.77%60.18%
3-year14.78%11.32%
5-year21.20%13.88%
10-year11.78%11.19%
Last bull market44.51%27.98%
Last bear market-9.79%-24.08%

Annual total return (%) history

Year
HICGXCategory
2024
N/AN/A
2023
19.99%N/A
2022
-4.65%N/A
2021
29.36%N/A
2020
18.08%10.99%
2019
21.05%23.75%
2018
-20.91%-12.72%
2017
16.99%12.28%
2016
8.70%20.78%
2015
-0.86%-5.38%
2014
14.01%3.79%
2013
36.43%37.39%
2012
30.76%15.46%
2011
-10.58%-4.07%
2010
12.06%25.61%
2009
10.60%31.80%
2008
N/A-36.56%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202425.42%N/AN/AN/A
2023-1.55%7.86%4.80%7.82%
2022-5.22%-9.79%-2.96%14.92%
202117.62%7.27%-7.43%10.76%
2020-39.21%36.12%15.55%23.49%
20198.54%3.86%-3.07%10.78%
2018-3.50%2.58%3.74%-22.99%
2017-0.33%0.14%12.97%3.76%
2016-0.20%0.51%3.42%4.78%
20154.86%-0.72%-5.20%0.46%
20141.79%3.85%-1.04%8.99%
201313.69%-0.76%7.18%12.82%
201223.46%-3.67%8.56%1.27%
201110.86%-1.24%-29.41%15.71%
20106.70%-14.69%11.78%10.13%
2009-11.29%6.94%7.81%8.14%
20088.06%-18.25%-22.32%N/A

Rank in category (by total return)

YTD1
1-month2
3-month1
1-year1
3-year1
5-year1

Load adjusted returns

1-year66.77%
3-year14.78%
5-year21.20%
10-year11.78%