Hennessy Total Minimum Initial Investment vs. One Year Return

HDOGX Fund  USD 13.34  0.07  0.52%   
Taking into consideration Hennessy Total's profitability measurements, Hennessy Total Return may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Hennessy Total's ability to earn profits and add value for shareholders.
For Hennessy Total profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Hennessy Total to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Hennessy Total Return utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Hennessy Total's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Hennessy Total Return over time as well as its relative position and ranking within its peers.
  
Check out Risk vs Return Analysis.
Please note, there is a significant difference between Hennessy Total's value and its price as these two are different measures arrived at by different means. Investors typically determine if Hennessy Total is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Hennessy Total's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Hennessy Total Return One Year Return vs. Minimum Initial Investment Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Hennessy Total's current stock value. Our valuation model uses many indicators to compare Hennessy Total value to that of its competitors to determine the firm's financial worth.
Hennessy Total Return is one of the top funds in minimum initial investment among similar funds. It also is one of the top funds in one year return among similar funds . The ratio of Minimum Initial Investment to One Year Return for Hennessy Total Return is about  230.74 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Hennessy Total's earnings, one of the primary drivers of an investment's value.

Hennessy One Year Return vs. Minimum Initial Investment

Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.

Hennessy Total

Minimum Initial Investment

=

First Fund Deposit

 = 
2.5 K
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.

Hennessy Total

One Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
10.83 %
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.

Hennessy One Year Return Comparison

Hennessy Total is currently under evaluation in one year return among similar funds.

Hennessy Total Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Hennessy Total, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Hennessy Total will eventually generate negative long term returns. The profitability progress is the general direction of Hennessy Total's change in net profit over the period of time. It can combine multiple indicators of Hennessy Total, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund invests in the ten highest dividend-yielding Dow Jones Industrial Average stocks , and in U.S. Hennessy Total is traded on NASDAQ Exchange in the United States.

Hennessy Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Hennessy Total. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Hennessy Total position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Hennessy Total's important profitability drivers and their relationship over time.

Learn to be your own money manager

Our tools can tell you how much better you can do entering a position in Hennessy Total without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Volatility Analysis Now

   

Volatility Analysis

Get historical volatility and risk analysis based on latest market data
All  Next Launch Module

Use Investing Themes to Complement your Hennessy Total position

In addition to having Hennessy Total in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Russia On Wall Street Thematic Idea Now

Russia On Wall Street
Russia On Wall Street Theme
Cross-sector and cross-instrument bundle of publicly traded Russian entities that are expected to be listed on USA exchanges or over the counter. The Russia On Wall Street theme has 23 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Russia On Wall Street Theme or any other thematic opportunities.
View All  Next Launch

Other Information on Investing in Hennessy Mutual Fund

To fully project Hennessy Total's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Hennessy Total Return at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Hennessy Total's income statement, its balance sheet, and the statement of cash flows.
Potential Hennessy Total investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Hennessy Total investors may work on each financial statement separately, they are all related. The changes in Hennessy Total's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Hennessy Total's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
Headlines Timeline
Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum