HFMDX vs. DVSMX

In the year-to-date period, HFMDX achieves a 16.25% return, which is significantly lower than DVSMX's 28.12% return.

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HFMDX has a 1.36% expense ratio, which is higher than DVSMX's 0.99% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Hennessy Cornerstone Mid Cap 30 Fund (HFMDX) and Driehaus Small Cap Growth Fund (DVSMX). 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 HFMDX Sharpe Ratio is 0.64, which is lower than the DVSMX Sharpe Ratio of 1.31. The chart below compares the historical Sharpe Ratios of HFMDX and DVSMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither HFMDX nor DVSMX has paid dividends to shareholders.

The maximum HFMDX drawdown since its inception was -71.75%, which is greater than DVSMX's maximum drawdown of -53.84%. Use the drawdown chart below to compare losses from any high point for HFMDX and DVSMX. For additional features, visit the drawdowns tool.

Hennessy Cornerstone Mid Cap 30 Fund (HFMDX) has a higher volatility of 17.47% compared to Driehaus Small Cap Growth Fund (DVSMX) at 7.44%. This indicates that HFMDX's price experiences larger fluctuations and is considered to be riskier than DVSMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.