HJPNX vs. EWJ

In the year-to-date period, HJPNX achieves a 3.45% return, which is significantly lower than EWJ's 10.33% return. Over the past 10 years, HJPNX has outperformed EWJ with an annualized return of 7.56%, while EWJ has yielded a comparatively lower 5.27% annualized return.

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HJPNX has a 1.44% expense ratio, which is higher than EWJ's 0.49% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Hennessy Japan Fund (HJPNX) and iShares MSCI Japan ETF (EWJ). 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 HJPNX Sharpe Ratio is 0.38, which is lower than the EWJ Sharpe Ratio of 0.58. The chart below compares the historical Sharpe Ratios of HJPNX and EWJ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HJPNX's dividend yield for the trailing twelve months is around 5.61%, more than EWJ's 2.12% yield.

The maximum HJPNX drawdown since its inception was -59.51%, roughly equal to the maximum EWJ drawdown of -58.89%. Use the drawdown chart below to compare losses from any high point for HJPNX and EWJ.

Hennessy Japan Fund (HJPNX) and iShares MSCI Japan ETF (EWJ) have volatilities of 4.47% and 4.50%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.