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Hennessy Japan Small Cap Institutional (HJSIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.17-0.12 (-0.74%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.68%
5-year average return3.75%
Number of years up5
Number of years down3
Best 1-yr total return (29 Apr 2024)50.27%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return50.27%
Worst 3-yr total return-2.90%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHJSIXCategory
YTD3.96%2.38%
1-month3.19%-0.51%
3-month3.96%-0.85%
1-year12.09%23.25%
3-year-1.02%5.89%
5-year4.91%10.16%
10-year8.46%8.44%
Last bull market14.93%5.77%
Last bear market-9.70%-8.45%

Annual total return (%) history

Year
HJSIXCategory
2024
N/AN/A
2023
16.74%N/A
2022
-15.99%N/A
2021
-4.30%N/A
2020
13.88%11.30%
2019
20.42%18.93%
2018
-12.13%-15.07%
2017
50.27%25.51%
2016
8.62%2.17%
2015
N/A11.97%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.96%N/AN/AN/A
20238.27%-0.86%-0.86%9.70%
2022-12.13%-9.70%-2.46%8.54%
20210.62%-2.29%3.77%-6.20%
2020-23.11%19.49%7.95%14.83%
20195.26%3.71%0.48%9.77%
20183.06%-1.30%1.57%-14.95%
201715.07%7.81%8.30%11.84%
20160.59%3.50%6.76%-2.27%
2015-7.95%5.04%N/AN/A

Rank in category (by total return)

YTD90
1-month44
3-month90
1-year94
3-year88
5-year71

Load adjusted returns

1-year12.09%
3-year-1.02%
5-year4.91%
10-year8.46%