HFMDX vs. DVSMX

In the year-to-date period, HFMDX achieves a 39.54% return, which is significantly higher than DVSMX's 35.72% 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 1.61, which is lower than the DVSMX Sharpe Ratio of 2.35. 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.

HFMDX has not paid dividends to shareholders, while DVSMX's dividend yield for the trailing twelve months is around 0.28%.

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.

The current volatility for Hennessy Cornerstone Mid Cap 30 Fund (HFMDX) is 4.86%, while Driehaus Small Cap Growth Fund (DVSMX) has a volatility of 7.63%. This indicates that HFMDX experiences smaller price fluctuations and is considered to be less risky than DVSMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.