The total return over the past 12 months is +1.66% vs. +16.94% for the S&P 500. So far it's up +11.77% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | (4.09%) | +16.31% | +0.37% | (7.65%) | +11.52% | (0.40%) |
| Total Return CAGR | +1.66% | +23.62% | +6.70% | (2.87%) | +16.10% | +3.35% |
| Revenue CAGR | (6.90%) | +11.21% | +1.07% | (4.13%) | +10.25% | +3.66% |
| Net Income CAGR | (16.27%) | +19.80% | +2.31% | (5.31%) | +13.89% | +3.66% |
| EPS CAGR | (16.67%) | +15.53% | +3.65% | (0.08%) | +17.77% | +6.26% |
| Free Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | (21.76%) | +14.18% | +1.36% | (4.92%) | +11.80% | +3.21% |
| Dividends CAGR | 0.00% | 0.00% | 0.00% | +13.14% | +10.68% | N/A |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Hennessy Advisors, Inc. (HNNA)
| Year | Start price | End price | HNNA Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $9.60 | $10.26 | +11.77% | +14.51% | (2.74%) |
| 2025 | $12.75 | $9.60 | (20.79%) | +17.72% | (38.51%) |
| 2024 | $6.71 | $12.75 | +103.06% | +24.89% | +78.17% |
| 2023 | $8.40 | $6.71 | (13.85%) | +26.19% | (40.04%) |
| 2022 | $10.67 | $8.40 | (16.73%) | (18.17%) | +1.44% |
| 2021 | $8.52 | $10.67 | +32.46% | +28.74% | +3.72% |
| 2020 | $10.08 | $8.52 | (10.29%) | +18.37% | (28.66%) |
| 2019 | $10.01 | $10.08 | +5.58% | +31.22% | (25.64%) |
| 2018 | $16.54 | $10.01 | (37.85%) | (4.56%) | (33.29%) |
| 2017 | $21.17 | $16.54 | (20.45%) | +21.70% | (42.15%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
