HNNAZ vs SRI

Comparison between Hennessy Advisors Inc (HNNAZ, Company) and Stoneridge Inc (SRI, Company).

5-Year PerformanceHNNAZ has outperformed SRI, delivering a return of +4.2% compared to -22.9%

HNNAZ vs SRI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HNNAZ(COMPANY)	SRI(COMPANY)
Market Cap	$199M	$197M
Max Drawdown	17.23%	92.08%
Sharpe Ratio	0.22	0.10
5Y Beta	0.03	2.14
Industry	N/A	Auto Parts
P/E Ratio	21.77	-1.63
Forward P/E	N/A	20.28
PEG Ratio	8.92	-0.01
5Y EPS CAGR	3.86%	N/A
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	5.96%	17.24%

Market Cap

Winner

HNNAZ

$199M

SRI

$197M

Max Drawdown

Winner

HNNAZ

17.23%

SRI

92.08%

Sharpe Ratio

Winner

HNNAZ

0.22

SRI

0.10

5Y Beta

Winner

HNNAZ

0.03

SRI

2.14

Industry

HNNAZ

N/A

SRI

Auto Parts

P/E Ratio

HNNAZ

21.77

Winner

SRI

-1.63

Forward P/E

HNNAZ

N/A

SRI

20.28

PEG Ratio

HNNAZ

8.92

Winner

SRI

-0.01

5Y EPS CAGR

HNNAZ

3.86%

SRI

N/A

Debt to Equity

HNNAZ

0.00%

SRI

0.00%

Free Cash Flow Yield

HNNAZ

5.96%

Winner

SRI

17.24%

HNNAZ vs SRI - Historical Returns

Returns include dividend reinvestment.

Period	HNNAZ	SRI
1 month	+0.00%	-3.81%
3 months	+0.98%	+1.15%
6 months	+1.59%	-19.95%
1 year	+5.23%	-13.80%
5 years(CAGR)	+4.16%	-22.90%
10 years(CAGR)	N/A	-8.57%
Max(CAGR)	+4.16%	-2.95%

Winner

HNNAZ

+0.00%

SRI

-3.81%

HNNAZ

+0.98%

Winner

SRI

+1.15%

Winner

HNNAZ

+1.59%

SRI

-19.95%

Winner

HNNAZ

+5.23%

SRI

-13.80%

5Y(CAGR)

Winner

HNNAZ

+4.16%

SRI

-22.90%

10Y(CAGR)

HNNAZ

N/A

SRI

-8.57%

Max(CAGR)

Winner

HNNAZ

+4.16%

SRI

-2.95%

HNNAZ vs SRI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HNNAZ	SRI
2026	+2.06%	+18.26%
2025	+8.40%	-1.19%
2024	+3.10%	-67.17%
2023	+5.57%	-11.05%
2022	-5.51%	+7.10%
2021	+1.17%	-32.97%
2020	N/A	-0.17%
2019	N/A	+16.44%
2018	N/A	+8.26%
2017	N/A	+29.89%
2016	N/A	+30.65%
2015	N/A	+14.20%
2014	N/A	+2.72%
2013	N/A	+131.82%
2012	N/A	-41.35%
2011	N/A	-47.90%
2010	N/A	+72.57%
2009	N/A	+100.67%
2008	N/A	-44.05%
2007	N/A	-2.55%
2006	N/A	+27.77%
2005	N/A	-55.12%
2004	N/A	-0.59%
2003	N/A	+16.67%
2002	N/A	+30.48%
2001	N/A	+40.00%
2000	N/A	-54.24%
1999	N/A	-1.97%

HNNAZ vs SRI Drawdown Comparison

The maximum drawdown for HNNAZ was -11.88%, occurring on Mar 28, 2023. Recovery took 472 trading sessions.

The maximum drawdown for SRI was -92.08%, occurring on Feb 2, 2009. Recovery took 2181 trading sessions.

The current HNNAZ drawdown is -0.38%. The current SRI drawdown is -81.02%.

Rank	HNNAZ	SRI
#1	-11.88% Jan 20, 2022 - Dec 6, 2023	-92.08% Jul 16, 2008 - Mar 15, 2017
#2	-7.65% Dec 6, 2023 - Jan 2, 2024	-90.29% Mar 12, 2021 - Apr 8, 2025
#3	-4.54% Jan 2, 2024 - Jun 27, 2024	-73.59% Jun 26, 2002 - Jul 16, 2008
#4	-4.02% Jul 29, 2024 - Oct 17, 2024	-70.51% Dec 27, 1999 - May 7, 2002
#5	-3.61% Jan 3, 2022 - Jan 20, 2022	-62.56% Jun 22, 2018 - Mar 12, 2021
#6	-2.96% Mar 27, 2025 - Jun 13, 2025	-28.56% May 2, 2017 - Oct 2, 2017
#7	-2.66% Nov 21, 2025 - Dec 15, 2025	-23.89% May 15, 2002 - Jun 12, 2002
#8	-2.45% Oct 30, 2024 - Jan 6, 2025	-23.81% Nov 1, 1999 - Dec 21, 1999
#9	-2.28% Jun 27, 2024 - Jul 10, 2024	-17.42% Jan 19, 2018 - Mar 20, 2018
#10	-2.23% Jul 10, 2024 - Jul 29, 2024	-10.67% Mar 15, 2017 - Apr 27, 2017
#11	-1.78% Mar 16, 2026 - Apr 28, 2026	-10.24% Apr 18, 2018 - May 14, 2018
#12	-1.76% Aug 25, 2025 - Sep 15, 2025	-9.52% Jun 18, 2002 - Jun 26, 2002
#13	-1.50% Apr 28, 2026 - May 8, 2026	-8.87% May 7, 2002 - May 15, 2002
#14	-1.42% Feb 28, 2025 - Mar 18, 2025	-8.40% Oct 31, 2017 - Nov 21, 2017
#15	-1.40% Sep 15, 2025 - Nov 21, 2025	-8.12% Nov 29, 2017 - Dec 12, 2017