Post #1931 by rayvt on the Mechanical Investing board

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Investment Strategies / Mechanical Investing

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No. of Recommendations: 2

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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