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HRITX: Manager Directed Portfolios - Hood River International Opportunity Fund (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/18/2001 |
| Last Dividend Date: | 12/18/2013 |
| 12-Mo. Yield | 10.41% |
| Expenses | 1.22% |
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Performance Analytics (As of 03/28/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/18/2001 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -9.4 | 1.6 | 11.0 | 3.1 | 2.3 | -20.4 | 22.8 | 6.3 | 6.6 | 6.1 | 33.6 | -41.7 | 2.4 | 18.5 | 9.4 | 11.9 | 25.0 | -15.9 | -6.3 |
| Sharpe Ratio | NA | -0.24 | 0.05 | 0.36 | 0.07 | 0.06 | -1.17 | 1.24 | 0.43 | 0.32 | 0.32 | 1.24 | -1.19 | -0.03 | 1.25 | 0.66 | 0.9 | 1.46 | -0.73 | -0.66 |
| Draw Down(%) | NA | 25.6 | 25.6 | 25.6 | 58.4 | 58.4 | 22.8 | 8.8 | 11.7 | 16.1 | 16.6 | 22.4 | 50.4 | 12.4 | 12.6 | 7.6 | 9.6 | 13.4 | 32.2 | 21.9 |
| Standard Deviation(%) | NA | 38.6 | 29.9 | 30.5 | 31.3 | 21.8 | 52.7 | 18.4 | 14.8 | 20.6 | 18.5 | 27.1 | 35.8 | 18.7 | 12.3 | 11.0 | 12.2 | 16.6 | 23.2 | 20.4 |
| Treynor Ratio | NA | -0.08 | 0.02 | 0.11 | 0.02 | 0.01 | -0.68 | 0.19 | 0.07 | 0.08 | 0.06 | 0.36 | -0.53 | -0.01 | 0.14 | 0.07 | 0.11 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.15 | -0.07 | -0.06 | -0.05 | -0.02 | -0.35 | -0.05 | -0.03 | 0.02 | -0.03 | 0.03 | -0.07 | -0.01 | 0.01 | 0.01 | 0.01 | NA | NA | NA |
| Beta | NA | 1.17 | 0.91 | 0.97 | 0.9 | 0.9 | 0.9 | 1.22 | 0.96 | 0.82 | 0.97 | 0.93 | 0.8 | 1.07 | 1.09 | 0.98 | 1.03 | NA | NA | NA |
| RSquared | NA | 0.16 | 0.33 | 0.41 | 0.49 | 0.58 | 0.05 | 0.54 | 0.7 | 0.89 | 0.91 | 0.89 | 0.85 | 0.83 | 0.82 | 0.86 | 0.81 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 10.4 | 8.8 | 9.0 | 3.9 | N/A | 0.0 | 10.9 | 15.5 | 0.3 | 0.0 | 1.3 | 2.1 | 0.1 | 1.7 | 0.6 | 0.5 | 0.5 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -35.2 | 669.4 | 410.3 | N/A | N/A | -100.0 | -35.2 | 5384.8 | 3200.0 | -99.0 | -65.2 | 1971.4 | -93.0 | 231.7 | 25.0 | 20.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/18/2001
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