Hennessy Cornerstone Mid Cap 30 Fund (HIMDX)

Average Annualized Total Return as of 11/30/2017



  1MO YTD 1YR 3YR 5YR 10YR Since Inception
(9/17/2003)
Cornerstone Mid Cap 30 Fund (HIMDX)* 2.77% 18.79% 18.10% 8.27% 14.37% 9.62% 11.56%
Russell Midcap Index 3.36% 17.43% 18.76% 9.32% 15.26% 8.98% 10.88%
S&P 500 Index 3.07% 20.49% 22.87% 10.91% 15.74% 8.30% 9.13%
Morningstar % Rank in Category
(Based on total returns)
    47% 58% 46% 13%  
# of funds in Mid-Cap Blend Category     442 357 325 218  


Year-by-Year Total Returns

2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Cornerstone Mid Cap 30 Fund 6.20% 0.23% 16.75% 30.06% 14.54% 4.42% 27.82% 25.13% -32.92% 6.69%
Russell Midcap Index 13.80% -2.44% 13.22% 34.76% 17.28% -1.55% 25.48% 40.48% -41.46% 5.60%
S&P 500 Index 11.96% 1.38% 13.69% 32.39% 16.00% 2.11% 15.06% 26.46% -37.00% 5.49%

Hypothetical Growth of $10,000 (Since Inception - 11/30/2017)


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.

* The performance shown for periods prior to 3/3/08 represents the performance of the Investor Class shares of the fund and includes expenses that are applicable to and higher than those of Institutional class shares.