HFCGX vs. STLG

In the year-to-date period, HFCGX achieves a -6.91% return, which is significantly higher than STLG's -12.08% return.

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HFCGX has a 1.34% expense ratio, which is higher than STLG's 0.25% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Hennessy Cornerstone Growth Fund (HFCGX) and iShares Factors US Growth Style ETF (STLG). 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 -0.21, which is lower than the STLG Sharpe Ratio of 0.44. The chart below compares the historical Sharpe Ratios of HFCGX and STLG, 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 STLG's 0.34% yield.

The maximum HFCGX drawdown since its inception was -71.42%, which is greater than STLG's maximum drawdown of -31.34%. Use the drawdown chart below to compare losses from any high point for HFCGX and STLG. For additional features, visit the drawdowns tool.

The current volatility for Hennessy Cornerstone Growth Fund (HFCGX) is 14.24%, while iShares Factors US Growth Style ETF (STLG) has a volatility of 17.16%. This indicates that HFCGX experiences smaller price fluctuations and is considered to be less risky than STLG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.