Hennessy Focus Fund (HFCSX)

Average Annualized Total Return as of 3/31/2018



  1MO YTD 1YR 3YR 5YR 10YR Since Inception
(1/3/1997)
Focus Fund (HFCSX) -0.95% -2.38% 11.41% 6.84% 11.57% 11.18% 13.08%
Russell 3000 Index -2.01% -0.64% 13.81% 10.22% 13.03% 9.62% 8.29%
Russell Midcap Growth Index -0.16% 2.17% 19.74% 9.17% 13.31% 10.61% 8.98%
Morningstar % Rank in Category
(Based on total returns)
    90% 73% 58% 15%  
# of funds in Mid-Cap Growth Category     613 549 485 352  


Year-by-Year Total Returns

2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Focus Fund 19.27% 7.16% 2.88% 10.20% 35.33% 16.64% 3.63% 24.55% 34.80% -33.85%
Russell 3000 Index 21.13% 12.74% 0.48% 12.56% 33.55% 16.52% 1.03% 16.93% 28.34% -37.31%
Russell Midcap Growth Index 25.27% 7.33% -0.20% 11.90% 35.74% 15.81% -1.65% 26.38% 46.29% -44.32%

Hypothetical Growth of $10,000 (Since Inception - 3/31/2018)


Growth of $10,000

This chart illustrates the performance of a hypothetical $10,000 investment made in the Fund on the inception date and assumes reinvestment of dividends and capital gains. This chart does not imply future performance.

Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted.

Performance for periods prior to 10/26/12 is that of the FBR Focus Fund.