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Hennessy Japan Investor (HJPNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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40.57-0.10 (-0.25%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.53%
5-year average return3.91%
Number of years up14
Number of years down6
Best 1-yr total return (29 Apr 2024)32.04%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return32.04%
Worst 3-yr total return-6.18%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHJPNXCategory
YTD15.46%2.38%
1-month4.08%-0.51%
3-month15.46%-0.85%
1-year32.39%23.25%
3-year0.06%5.89%
5-year5.66%10.16%
10-year8.88%8.44%
Last bull market11.36%5.77%
Last bear market-17.89%-8.45%

Annual total return (%) history

Year
HJPNXCategory
2024
N/AN/A
2023
22.85%N/A
2022
-30.65%N/A
2021
-3.07%N/A
2020
25.52%11.30%
2019
18.04%18.93%
2018
-6.57%-15.07%
2017
32.04%25.51%
2016
11.26%2.17%
2015
12.95%11.97%
2014
6.98%-3.94%
2013
26.16%26.70%
2012
11.61%11.27%
2011
0.29%-13.46%
2010
20.64%11.94%
2009
9.83%7.42%
2008
-27.50%-35.14%
2007
-14.25%-9.10%
2006
-13.10%-1.75%
2005
50.26%32.69%
2004
36.31%13.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202415.46%N/AN/AN/A
20237.14%8.64%-3.96%9.90%
2022-18.44%-17.89%-6.68%10.97%
2021-4.84%-1.75%8.88%-4.79%
2020-16.19%20.72%10.15%12.63%
20197.28%1.86%0.31%7.68%
20181.38%0.85%6.12%-13.88%
20175.61%7.93%3.89%11.51%
20160.72%7.99%7.05%-4.45%
201511.14%3.08%-10.72%10.43%
20140.05%6.11%1.44%-0.66%
201311.76%2.19%8.50%1.82%
20128.60%-0.73%3.26%0.26%
20115.54%3.34%-4.81%-3.39%
20107.11%-6.96%8.09%12.00%
2009-13.97%19.12%10.58%-3.07%
2008-3.57%2.71%-18.79%-9.86%
2007-2.36%1.87%-3.02%-11.11%
20062.41%-11.59%-4.58%0.59%
20054.22%4.62%14.87%19.98%
200425.14%10.16%-7.42%6.81%

Rank in category (by total return)

YTD16
1-month28
3-month16
1-year25
3-year79
5-year64

Load adjusted returns

1-year32.39%
3-year0.06%
5-year5.66%
10-year8.88%