Hennessy Small Cap Financial Fund

Monthly Returns (%)
Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1996 0 0 0 0 0 0 0 0 0 0 0 0 0
1997 2.75 6.34 -2.29 -0.39 5.18 8.58 5.36 0.85 9.9 3.18 0.63 6.65 57
1998 -2.77 4.66 3.4 2.63 -2.76 -3.45 -3.26 -20.2 6.87 -0.57 5.57 -13.33 -23.9
1999 -1.26 -1.28 -0.87 3.42 2.25 1.17 2.31 -2.59 -4.43 1.78 -0.91 -4.76 -5.4
2000 -5.88 -1.9 -0.4 2.99 2.59 6.28 3.24 7.68 4.8 -0.87 0.06 10.96 32.4
2001 4.01 1.63 0.59 1.38 6.66 2.7 3.45 -1.2 -2.2 -1.68 2.83 2.13 21.9
2002 4.88 1.9 4.17 4.73 1.59 0.88 -3.77 1.53 -4.39 3.57 2.91 -2.79 15.7
2003 1.2 -0.86 0.58 5.56 5.07 0.74 5.16 3.62 1.28 7.89 3.19 -0.14 38.3
2004 3.88 2.1 1.35 -8.61 2.86 -0.62 2.11 1.98 2.48 1.48 5.96 -10.67 2.9
2005 -2.6 -1.08 -2.21 -3.5 4.91 3.36 3.17 -2.98 -3.4 0.86 2.34 -10.78 -12.2
2006 2.64 -0.52 2.39 3.45 -1.39 0.53 -1.99 -1.65 2.68 2.89 0.24 -11.27 -2.9
2007 -0.45 -4.58 -1.38 -1.25 1.94 -5.2 -9.9 2.83 0.79 -4.06 -2.98 -28.22 -44.2
2008 5.55 -3.46 -4.7 2.08 -2.61 -9.86 5.51 3.43 4.91 -3.67 -5.19 0.33 -8.7
2009 -9.73 -4.03 4.36 7.97 4.8 -3.01 11.5 10.56 -0.57 -8.46 5.03 2.73 20.1
2010 4.21 3.42 8.03 8.69 -9.47 -8.17 3.56 -9.61 7.19 0.33 0.22 9.95 16.7
2011 0.45 3.35 -2.52 1.44 -3.97 -3.77 -4.34 -9.86 -9.21 11.5 -0.06 1.93 -15.6
2012 5.21 3.4 2.73 -1.19 -5.65 5.7 -2.42 3.72 4.35 1.82 -0.51 3.06 21.4
2013 5.53 2.95 3.79 -1.83 4.22 0.26 8.86 -4.75 3.89 2.38 5.32 1.61 36.5
2014 -4.91 3.51 1.48 -6.05 -0.59 3.03 -5.88 2.6 -3.68 5.93 -1.04 3 -3.5
2015 -6.55 7.11 2.36 -0.23 1.75 4.71 0.74 -3.01 1.46 3.97 5.67 -5.9 11.6
2016 -6.02 -2.84 5.21 3.91 2.68 -4.99 3.63 5.11 0.3 -0.09 16.27 8.1 33.6
2017 -3.29 1.07 -2.82 -0.81 -3.29 4.33 0.36 -3.85 8.22 0.35 3.42 -3.13 -0.2
2018 2.74 -2.26 -0.04 0.66 4.51 -1.22 -0.76 1.04 -4.44 -8.92 3.19 -10.46 -15.9
2019 7.85 7.14 -8.26 6.51 -6.3 6.08 1.27 -7.75 4.12 4.35 2.08 -0.41 15.8
2020 -6.1 -8.34 -28.03 11.68 -2.5 3.31 -3.2 3.24 -7.18 21.84 17.7 9.65 1.6
2021 3.33 17.67 7.18 4.3 3.33 -6.57 -3.72 6.27 1.87 3.21 -1.36 1.54 41.4
2022 0.38 1.07 -6.03 -8.97 3.94 -8.11 9.29 -1.78 -4.34 9.68 2.24 -14.54 -18.4
2023 3.88 0.49 -19.42 -5.82 -6.86 7.79 19.43 -7.65 -4.83 -5.02 11.26 13.03 -0.3
2024 -4.63 -6.04 3.35 -7.74 5