Hennessy Equity And Fund Market Value
| HEIIX Fund | USD 12.59 0.05 0.40% |
| Symbol | Hennessy |
Hennessy Equity 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Hennessy Equity's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Hennessy Equity.
| 10/27/2025 |
| 01/25/2026 |
If you would invest 0.00 in Hennessy Equity on October 27, 2025 and sell it all today you would earn a total of 0.00 from holding Hennessy Equity And or generate 0.0% return on investment in Hennessy Equity over 90 days. Hennessy Equity is related to or competes with Hennessy Cornerstone, Hennessy Cornerstone, Hennessy Cornerstone, Hennessy Large, Hennessy Cornerstone, Hennessy Small, and Hennessy Small. The fund seeks income and long-term capital appreciation with reduced volatility of returns More
Hennessy Equity Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Hennessy Equity's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Hennessy Equity And upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.6187 | |||
| Information Ratio | 0.0936 | |||
| Maximum Drawdown | 14.11 | |||
| Value At Risk | (0.74) | |||
| Potential Upside | 0.9225 |
Hennessy Equity Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Hennessy Equity's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Hennessy Equity's standard deviation. In reality, there are many statistical measures that can use Hennessy Equity historical prices to predict the future Hennessy Equity's volatility.| Risk Adjusted Performance | 0.109 | |||
| Jensen Alpha | 0.1903 | |||
| Total Risk Alpha | 0.0688 | |||
| Sortino Ratio | 0.2491 | |||
| Treynor Ratio | 0.4731 |
Hennessy Equity January 25, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.109 | |||
| Market Risk Adjusted Performance | 0.4831 | |||
| Mean Deviation | 0.5818 | |||
| Downside Deviation | 0.6187 | |||
| Coefficient Of Variation | 708.0 | |||
| Standard Deviation | 1.65 | |||
| Variance | 2.71 | |||
| Information Ratio | 0.0936 | |||
| Jensen Alpha | 0.1903 | |||
| Total Risk Alpha | 0.0688 | |||
| Sortino Ratio | 0.2491 | |||
| Treynor Ratio | 0.4731 | |||
| Maximum Drawdown | 14.11 | |||
| Value At Risk | (0.74) | |||
| Potential Upside | 0.9225 | |||
| Downside Variance | 0.3827 | |||
| Semi Variance | (0.03) | |||
| Expected Short fall | (0.75) | |||
| Skewness | 6.97 | |||
| Kurtosis | 53.79 |
Hennessy Equity And Backtested Returns
Hennessy Equity appears to be not too volatile, given 3 months investment horizon. Hennessy Equity And holds Efficiency (Sharpe) Ratio of 0.14, which attests that the entity had a 0.14 % return per unit of risk over the last 3 months. We have found twenty-five technical indicators for Hennessy Equity And, which you can use to evaluate the volatility of the entity. Please utilize Hennessy Equity's Risk Adjusted Performance of 0.109, coefficient of variation of 708.0, and Market Risk Adjusted Performance of 0.4831 to validate if our risk estimates are consistent with your expectations. The fund retains a Market Volatility (i.e., Beta) of 0.47, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Hennessy Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Hennessy Equity is expected to be smaller as well.
Auto-correlation | 0.41 |
Average predictability
Hennessy Equity And has average predictability. Overlapping area represents the amount of predictability between Hennessy Equity time series from 27th of October 2025 to 11th of December 2025 and 11th of December 2025 to 25th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Hennessy Equity And price movement. The serial correlation of 0.41 indicates that just about 41.0% of current Hennessy Equity price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.41 | |
| Spearman Rank Test | 0.35 | |
| Residual Average | 0.0 | |
| Price Variance | 0.01 |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Hennessy Mutual Fund
Hennessy Equity financial ratios help investors to determine whether Hennessy Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Hennessy with respect to the benefits of owning Hennessy Equity security.
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