Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HDPCX (HODGES PURE CONTRARIAN FUND RETAIL CLASS) | NA | -13.97% | 9.49% | -3.60% | NA | NA | NA | … | … |
Data as of 02/28/2019, Common starting date is 09/11/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HDPCX (HODGES PURE CONTRARIAN FUND RETAIL CLASS) | 09/11/2009 | 02/28/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | -13.97 | 9.49 | -3.60 | NA | NA | NA | … | … | 12.77 | -26.35 | -2.82 | 70.51 | -36.92 | -4.20 | 46.69 | 24.65 | -24.46 | 27.54 | 9.14 |
| Sharpe Ratio | NA | -0.71 | 0.42 | -0.19 | NA | NA | NA | … | … | 5.71 | -1.26 | -0.21 | 2.47 | -1.69 | -0.25 | 2.73 | 1.23 | -0.75 | 1.09 | 1.80 |
| Standard Deviation(%) | NA | 21.54 | 21.83 | 21.70 | NA | NA | NA | … | … | 19.54 | 21.89 | 16.83 | 28.34 | 21.93 | 16.76 | 17.06 | 20.24 | 32.50 | 25.27 | 18.35 |
| Draw Down(%) | NA | 28.13 | 33.28 | 50.14 | NA | NA | NA | … | … | 1.58 | 33.24 | 21.16 | 15.29 | 37.92 | 14.90 | 7.62 | 16.03 | 34.55 | 25.18 | 8.69 |
| Yield(%) | 0.00 | 0.02 | 4.45 | 3.87 | 5.76 | 3.84 | 2.88 | … | … | 0.00 | 0.02 | 8.08 | 0.00 | 2.10 | 10.34 | 14.18 | 5.46 | 1.46 | 1.32 | 0.00 |
Data as of 02/28/2019, Common starting date is 09/11/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDPCX (HODGES PURE CONTRARIAN FUND RETAIL CLASS) |
-9.55%
Jan 2013 – Jan 2016 |
-5.91%
Dec 2013 – Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDPCX (HODGES PURE CONTRARIAN FUND RETAIL CLASS) |
22.13%
Sep 2011 – Sep 2014 |
13.50%
Dec 2011 – Dec 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart