MSVVX vs. HFCGX
Compare and contrast key facts about Mesirow Small Company Sustainability Fund (MSVVX) and Hennessy Cornerstone Growth Fund (HFCGX).
MSVVX is managed by Mesirow. It was launched on Dec 19, 2018. HFCGX is managed by Hennessy. It was launched on Nov 1, 1996.
Performance
MSVVX vs. HFCGX - Performance Comparison
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MSVVX vs. HFCGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
MSVVX Mesirow Small Company Sustainability Fund | -4.38% | -59.78% | 13.89% | 12.04% | -5.18% | 26.12% | 7.06% | 22.95% | -2.26% |
HFCGX Hennessy Cornerstone Growth Fund | 1.53% | 4.78% | 31.45% | 19.58% | -4.97% | 29.94% | 17.73% | 20.70% | 0.76% |
Returns By Period
In the year-to-date period, MSVVX achieves a -4.38% return, which is significantly lower than HFCGX's 1.53% return.
MSVVX
- 1D
- 2.78%
- 1M
- -8.22%
- YTD
- -4.38%
- 6M
- -64.21%
- 1Y
- -59.36%
- 3Y*
- -22.21%
- 5Y*
- -13.19%
- 10Y*
- —
HFCGX
- 1D
- 1.53%
- 1M
- -4.49%
- YTD
- 1.53%
- 6M
- 3.64%
- 1Y
- 10.87%
- 3Y*
- 19.36%
- 5Y*
- 11.46%
- 10Y*
- 11.28%
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MSVVX vs. HFCGX - Expense Ratio Comparison
MSVVX has a 3.06% expense ratio, which is higher than HFCGX's 1.34% expense ratio.
Return for Risk
MSVVX vs. HFCGX — Risk / Return Rank
MSVVX
HFCGX
MSVVX vs. HFCGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mesirow Small Company Sustainability Fund (MSVVX) and Hennessy Cornerstone Growth Fund (HFCGX). 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.
| MSVVX | HFCGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.89 | 0.64 | -1.53 |
Sortino ratioReturn per unit of downside risk | -0.79 | 1.05 | -1.84 |
Omega ratioGain probability vs. loss probability | 0.71 | 1.15 | -0.44 |
Calmar ratioReturn relative to maximum drawdown | -0.89 | 0.91 | -1.81 |
Martin ratioReturn relative to average drawdown | -1.78 | 3.90 | -5.68 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MSVVX | HFCGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.89 | 0.64 | -1.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.38 | 0.47 | -0.85 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.44 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.11 | 0.38 | -0.49 |
Correlation
The correlation between MSVVX and HFCGX is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
MSVVX vs. HFCGX - Dividend Comparison
Neither MSVVX nor HFCGX has paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSVVX Mesirow Small Company Sustainability Fund | 0.00% | 0.00% | 7.98% | 4.49% | 2.89% | 23.76% | 0.44% | 7.93% | 0.45% | 0.00% | 0.00% | 0.00% |
HFCGX Hennessy Cornerstone Growth Fund | 0.00% | 0.00% | 14.11% | 0.38% | 3.58% | 26.58% | 0.00% | 0.00% | 10.47% | 0.00% | 0.00% | 0.11% |
Drawdowns
MSVVX vs. HFCGX - Drawdown Comparison
The maximum MSVVX drawdown since its inception was -66.28%, which is greater than HFCGX's maximum drawdown of -62.35%. Use the drawdown chart below to compare losses from any high point for MSVVX and HFCGX.
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Drawdown Indicators
| MSVVX | HFCGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.28% | -62.35% | -3.93% |
Max Drawdown (1Y)Largest decline over 1 year | -66.28% | -13.38% | -52.90% |
Max Drawdown (5Y)Largest decline over 5 years | -66.28% | -26.30% | -39.98% |
Max Drawdown (10Y)Largest decline over 10 years | — | -54.22% | — |
Current DrawdownCurrent decline from peak | -65.34% | -5.13% | -60.21% |
Average DrawdownAverage peak-to-trough decline | -8.72% | -15.32% | +6.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 33.35% | 3.13% | +30.22% |
Volatility
MSVVX vs. HFCGX - Volatility Comparison
Mesirow Small Company Sustainability Fund (MSVVX) has a higher volatility of 6.28% compared to Hennessy Cornerstone Growth Fund (HFCGX) at 5.03%. This indicates that MSVVX's price experiences larger fluctuations and is considered to be riskier than HFCGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSVVX | HFCGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.28% | 5.03% | +1.25% |
Volatility (6M)Calculated over the trailing 6-month period | 100.07% | 9.24% | +90.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 66.66% | 18.58% | +48.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.72% | 24.54% | +10.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.67% | 25.79% | +7.88% |