HJPNX vs. MINDX

In the year-to-date period, HJPNX achieves a 3.52% return, which is significantly higher than MINDX's -1.34% return. Over the past 10 years, HJPNX has outperformed MINDX with an annualized return of 7.54%, while MINDX has yielded a comparatively lower 6.61% annualized return.

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HJPNX has a 1.44% expense ratio, which is higher than MINDX's 1.15% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Hennessy Japan Fund (HJPNX) and Matthews India Fund (MINDX). 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 0.37, which is higher than the MINDX Sharpe Ratio of 0.16. The chart below compares the historical Sharpe Ratios of HJPNX and MINDX, 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 5.60%, less than MINDX's 15.23% yield.

The maximum HJPNX drawdown since its inception was -59.51%, smaller than the maximum MINDX drawdown of -72.18%. Use the drawdown chart below to compare losses from any high point for HJPNX and MINDX.

The current volatility for Hennessy Japan Fund (HJPNX) is 4.46%, while Matthews India Fund (MINDX) has a volatility of 5.84%. This indicates that HJPNX experiences smaller price fluctuations and is considered to be less risky than MINDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.