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Hennessy Cornerstone Mid Cap 30 Instl (HIMDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.20-0.24 (-0.94%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return22.31%
5-year average return23.24%
Number of years up14
Number of years down1
Best 1-yr total return (23 May 2024)31.27%
Worst 1-yr total return (23 May 2024)N/A
Best 3-yr total return31.27%
Worst 3-yr total return-0.12%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHIMDXCategory
YTD12.74%26.79%
1-month-4.17%-1.77%
3-month13.56%4.45%
1-year40.66%71.02%
3-year15.45%9.35%
5-year19.69%12.17%
10-year11.88%9.95%
Last bull market35.43%28.07%
Last bear market-12.95%-24.24%

Annual total return (%) history

Year
HIMDXCategory
2024
N/AN/A
2023
31.27%N/A
2022
3.17%N/A
2021
27.76%N/A
2020
23.82%4.02%
2019
16.02%21.43%
2018
-22.44%-15.46%
2017
20.96%8.54%
2016
6.20%25.99%
2015
0.23%-6.71%
2014
16.75%3.34%
2013
30.06%36.22%
2012
14.54%16.00%
2011
4.42%-4.45%
2010
27.82%26.17%
2009
25.13%31.32%
2008
N/A-32.24%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202417.64%N/AN/AN/A
20239.22%8.55%1.50%9.09%
20223.61%-12.95%3.03%11.03%
202125.12%2.94%-7.47%7.20%
2020-37.18%37.44%22.23%17.33%
201912.06%-0.47%-2.13%6.29%
2018-6.81%5.46%-3.52%-18.20%
20174.11%1.92%5.76%7.79%
20163.86%-4.23%4.20%2.46%
20155.30%5.68%-5.09%-5.10%
20146.29%8.41%-5.16%6.83%
201315.16%-1.69%4.85%9.56%
20126.19%0.00%5.90%1.85%
20119.00%5.93%-21.47%15.16%
20108.47%-6.85%11.49%13.46%
2009-9.82%13.93%15.03%5.87%
200813.91%-22.49%-20.83%N/A

Rank in category (by total return)

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

Load adjusted returns

1-year40.66%
3-year15.45%
5-year19.69%
10-year11.88%