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Investment Strategies / Mechanical Investing❤
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Author: rayvt ✧🐝  😊 😞
Number: of 3957 
Subject: Re: Trading Once a Year
Date: 06/01/2024 9:31 AM
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Here's a gtr1 backtest of a similar mutual fund:
CAGR   HFCGX  {zgHFCGX2023}
3-yr   14.4       13.7
5-yr   20.8       18.6
10-yr  11.4       10.1
15-yr  13.2       12.8


The Hennessy page says (as of 4/30/24)
3 yr: 13.23%
5 yr: 17.67%
10 yr: 10.68%

That's even closer to your zgHFCGX2023, unless I mis-read the gtr1 results.

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