Hennessy Energy Transition Fund (HNRGX.O)

At A Glance

You hold HNRGX.O in 0 portfolios

Net Asset Value

19.96USD

 0.38 +1.94%

08/05/2022

Category
Sector Equity
YTD Return (Cumulative)
 28.03%
Classification
Natural Resources
5 Year Return (Annualized)
 5.44%
Lipper Index
Lipper Nat Res Fd IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)
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Total
Return		Consistent
Return		Capital
Preservation		Expense*Tax
Efficiency		Overview
Overall Rating
Peers with Rating
(out of 12498 funds)*
62 Funds
62 Funds
12357 Funds
12 Funds
62 Funds
3 Year Rating
Peers with Rating
(out of 12498 funds)*
62 Funds
62 Funds
12357 Funds
12 Funds
62 Funds
5 Year Rating
Peers with Rating
(out of 11280 funds)*
61 Funds
61 Funds
11141 Funds
12 Funds
61 Funds
10 Year Rating
Peers with Rating
(out of 0 funds)*
N/A
NA Funds
N/A
NA Funds
N/A
NA Funds
N/A
NA Funds
N/A
NA Funds
N/A

Lipper Leaders

About the ratings...

The Lipper Leader Rating System is a toolkit that helps guide you in selecting funds that suit your investment styles and goals.

The Lipper Leader Rating System uses your criteria to deliver a simple, clear description of a fund's success in meeting certain goals, such as preserving capital or building wealth through consistent, strong returns.

Lipper Leaders.com

Lipper Leaders Key

Weakest
Strongest

Lipper Leadersare the top 20% of their category.

The strength of a Lipper Rating is its use in conjunction with another.

Lipper Leaders - Lipper Ratings for Total Return reflect funds' historical total return performance relative to peers. Lipper Ratings for Consistent Return reflect funds' historical risk-adjusted returns relative to peers. Lipper Ratings for Preservation are relative, rather than absolute. Lipper Ratings for Tax Efficiency reflect funds' expense minimization relative to peers. Lipper Ratings DO NOT take into account the effects of sales charges. Overall Lipper Ratings are based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable).

Similar Funds & ETFs

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YTD Return
 36.6%
3Yr Return
 15.4%
5Yr Return
 5.7%

HNRIX's YTD, 3 year, and 5 year Returns outperformed HNRGX.O

YTD Return
 28.1%
3Yr Return
 11.6%
5Yr Return
 8.4%

LOTIX's 5 year Return outperformed HNRGX.O

1 ETF »

YTD Return
 47.3%
3Yr Return
 28.5%
5Yr Return
 6.0%

FCG's YTD, 3 year, and 5 year Returns outperformed HNRGX.O

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