# Hennessy Small Cap Financial Investor (HSFNX)

> Source: Nexqual · https://nexqual.com/HSFNX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, Hennessy Small Cap Financial Investor (HSFNX), nexqual.com/HSFNX" · informational, not investment advice.

**Price:** USD 30.63 (+0.53% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 30.47 · day 30.63–30.63 · 52w 26.66–32.63 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +19.0% vs S&P 500 +13.4%; 5Y +31.2% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +19.0% | +31.2% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +19.1% | +5.6% |
| Volatility (annualized) | 20.9% | 25.8% |
| Max drawdown | -13.6% (Feb 2026→Mar 2026) | -42.8% (Jan 2022→May 2023) |

## Peers
RMBKX (RMB Mendon Financial Services F) USD 62.39 +0.00% · HISFX (Hennessy Small Cap Financial Fd) USD 17.07 +0.00% · RMBNX (RMB Mendon Financial Services F) USD 52.76 +0.00% · HLFNX (Hennessy Large Cap Financial Fd) USD 32.82 +0.00% · FFBFX (Emerald Finance and Banking Inn) USD 29.73 +0.00%

## More
Full page: https://nexqual.com/HSFNX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt