Hennessy Balanced Fund Investor Class (HBFBX) NASDAQ

If you invested $1000 in Hennessy Balanced Fund Investor Class (HBFBX) 10 years ago, it would be worth $1,624.69 as of June 02, 2026, based on a reinvested dividends scenario. Over the same period, a $1000 investment made 5 years ago would be worth $1,230.56, while $1000 invested 1 year ago would be worth $1,123.42. This corresponds to total returns of 62.47%, 23.06%, 12.34%, respectively, with annualized returns of 4.97%, 4.23%, 12.34%.

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