HFCGX vs. PEY

In the year-to-date period, HFCGX achieves a -6.53% return, which is significantly lower than PEY's -5.20% return. Over the past 10 years, HFCGX has underperformed PEY with an annualized return of 4.43%, while PEY has yielded a comparatively higher 8.37% annualized return.

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HFCGX has a 1.34% expense ratio, which is higher than PEY's 0.53% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Hennessy Cornerstone Growth Fund (HFCGX) and Invesco High Yield Equity Dividend Achievers™ ETF (PEY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current HFCGX Sharpe Ratio is -0.28, which is lower than the PEY Sharpe Ratio of 0.16. The chart below compares the historical Sharpe Ratios of HFCGX and PEY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HFCGX's dividend yield for the trailing twelve months is around 0.13%, less than PEY's 4.69% yield.

The maximum HFCGX drawdown since its inception was -71.42%, roughly equal to the maximum PEY drawdown of -72.82%. Use the drawdown chart below to compare losses from any high point for HFCGX and PEY. For additional features, visit the drawdowns tool.

Hennessy Cornerstone Growth Fund (HFCGX) has a higher volatility of 14.21% compared to Invesco High Yield Equity Dividend Achievers™ ETF (PEY) at 11.17%. This indicates that HFCGX's price experiences larger fluctuations and is considered to be riskier than PEY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.