Performance analysis of Hennessy Advisors (HNNA)
Annual Return
Over the past 3 years, HNNA has had an average annual return of +20.31%, outperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, HNNA has had an average annual return of +8.48%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, HNNA has had an average annual return of -3.12%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Oct 15, 2002, HNNA has had an average annual return of +10.03%, underperforming the benchmark SPY, which returned +11.40% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10.06% | -20.79% | +103.06% | -13.85% | -16.73% | +32.54% | -10.34% | +5.58% | -37.85% | -20.55% | +7.12% | +37.97% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +88.92% | +170.48% | +66.91% | -5.96% | +9.46% | +52.68% | -83.23% | -21.48% | +36.99% | +40.74% | +42.11% | +72.73% |
| 2002 | |||||||||||
| +0% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.67% | -0.38% | -2.99% | +2.56% | +3.67% | +2.42% | -1.97% | +10.06% | |||||
| 2025 | -3.53% | -8.45% | -10.51% | +8.23% | +1.49% | +16.67% | +0.95% | -7.02% | -10.55% | -6.12% | +4.54% | -5.09% | -20.79% |
| 2024 | +4.32% | -1.01% | +1.62% | -0.05% | +5.63% | -0.42% | +16.33% | +17.88% | +3.38% | +2.31% | +9.39% | +16.02% | +103.06% |
| 2023 | +15.60% | -12.15% | -7.74% | -2.97% | -1.14% | -3.16% | -0.71% | +0.51% | -3.62% | -0.90% | -0.97% | +4.84% | -13.85% |
| 2022 | -2.15% | -1.84% | +0.15% | -1.73% | +7.45% | -1.04% | -1.84% | -1.68% | -12.78% | +1.04% | +2.85% | -5.30% | -16.73% |
| 2021 | +0.65% | +0.95% | +1.06% | +12.43% | -5.22% | +3.43% | -0.54% | +11.19% | -5.69% | +19.96% | -6.39% | +0% | +32.54% |
| 2020 | +0.89% | +1.08% | -25.22% | +4.09% | +3.05% | -1.38% | -0.63% | +13.81% | -5.69% | -2.65% | +17.66% | -9.03% | -10.34% |
| 2019 | +15.18% | -10.18% | -9.76% | +8% | -5.45% | +3.85% | +3.09% | +0.55% | +9.08% | +2.68% | +8.33% | -15.22% | +5.58% |
| 2018 | +8.04% | +4.97% | +3.49% | +2.59% | -8.55% | -3.66% | -9.80% | -6.73% | -4.48% | -10.54% | -7.02% | -12.35% | -37.85% |
| 2017 | -12.41% | -3.77% | -5.53% | +1.19% | -15.07% | +5.56% | +4.35% | -6.24% | +4.47% | +8.29% | -0.21% | -0.42% | -20.55% |
Drawdown analysis of Hennessy Advisors (HNNA)
The maximum drawdown for the HNNA was -93.08%, occurring on Nov 20, 2008. Recovery took 1439 trading sessions.
The current HNNA drawdown is -35.36%.
Since Oct 15, 2002 HNNA has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 6 times
- 10% or more: 15 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -93.08% | May 3, 2006 | 644 | Nov 20, 2008 | 1439 | Aug 12, 2014 | 2083 |
| -73.27% | Aug 9, 2016 | 908 | Mar 19, 2020 | Ongoing | Ongoing | Ongoing |
| -33.39% | Feb 14, 2005 | 16 | Mar 9, 2005 | 4 | Mar 15, 2005 | 20 |
| -23.61% | Feb 13, 2015 | 98 | Jul 7, 2015 | 33 | Aug 21, 2015 | 131 |
| -21.99% | Dec 4, 2015 | 54 | Feb 24, 2016 | 51 | May 6, 2016 | 105 |
| -21.43% | Mar 12, 2004 | 34 | Apr 30, 2004 | 189 | Feb 1, 2005 | 223 |
| -19.33% | Apr 11, 2005 | 141 | Oct 28, 2005 | 61 | Jan 27, 2006 | 202 |
| -18.67% | Oct 6, 2014 | 15 | Oct 27, 2014 | 42 | Dec 26, 2014 | 57 |
| -15.44% | Feb 10, 2006 | 8 | Feb 23, 2006 | 18 | Mar 21, 2006 | 26 |
| -13.84% | Jun 7, 2016 | 14 | Jun 27, 2016 | 30 | Aug 9, 2016 | 44 |
| -13.16% | Oct 20, 2003 | 14 | Nov 7, 2003 | 28 | Dec 18, 2003 | 42 |
| -12.76% | Feb 5, 2004 | 1 | Feb 6, 2004 | 22 | Mar 10, 2004 | 23 |
| -10.71% | Dec 18, 2003 | 7 | Dec 30, 2003 | 19 | Jan 28, 2004 | 26 |
| -10.54% | Oct 12, 2015 | 2 | Oct 14, 2015 | 20 | Nov 11, 2015 | 22 |
| -10.07% | Dec 26, 2014 | 15 | Jan 20, 2015 | 14 | Feb 9, 2015 | 29 |
| -9.91% | Apr 3, 2006 | 15 | Apr 25, 2006 | 5 | May 2, 2006 | 20 |
| -9.38% | Feb 3, 2006 | 1 | Feb 6, 2006 | 4 | Feb 10, 2006 | 5 |
| -8.47% | Nov 13, 2015 | 6 | Nov 23, 2015 | 4 | Nov 30, 2015 | 10 |
| -7.69% | Jun 25, 2003 | 21 | Jul 25, 2003 | 28 | Sep 4, 2003 | 49 |
| -7.21% | May 10, 2016 | 7 | May 19, 2016 | 11 | Jun 6, 2016 | 18 |
| -6.36% | Oct 15, 2002 | 14 | Nov 4, 2002 | 102 | Apr 2, 2003 | 116 |
| -6.06% | Sep 15, 2015 | 10 | Sep 29, 2015 | 4 | Oct 5, 2015 | 14 |
| -5.38% | Mar 23, 2006 | 1 | Mar 24, 2006 | 1 | Mar 27, 2006 | 2 |
| -4.65% | Mar 15, 2005 | 3 | Mar 18, 2005 | 4 | Mar 24, 2005 | 7 |
| -4.65% | Jan 28, 2004 | 2 | Jan 30, 2004 | 4 | Feb 5, 2004 | 6 |