Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HDPIX (HODGES FUND INSTITUTIONAL CLASS) | NA | 3.49% | -2.36% | 2.33% | 9.08% | NA | NA | … | … |
Data as of 08/19/2020, Common starting date is 12/16/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HDPIX (HODGES FUND INSTITUTIONAL CLASS) | 12/16/2008 | 08/19/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.76 | 3.49 | -2.36 | 2.33 | 9.08 | NA | NA | … | … | -5.17 | 23.35 | -33.99 | 14.11 | 40.29 | -11.17 | 7.76 | 57.60 | 16.10 | -13.15 | 21.42 | 36.48 | -1.08 |
| Sharpe Ratio | NA | 0.06 | -0.10 | 0.05 | 0.32 | NA | NA | … | … | -0.13 | 0.94 | -1.30 | 0.89 | 1.53 | -0.50 | 0.43 | 3.90 | 0.88 | -0.40 | 0.88 | 0.88 | -0.63 |
| Standard Deviation(%) | NA | 51.96 | 36.16 | 31.84 | 27.16 | NA | NA | … | … | 63.78 | 23.30 | 27.24 | 15.23 | 26.05 | 22.22 | 17.88 | 14.77 | 18.48 | 33.35 | 24.31 | 41.57 | 37.90 |
| Draw Down(%) | NA | 56.68 | 66.85 | 66.85 | 66.85 | NA | NA | … | … | 56.68 | 19.18 | 44.90 | 9.31 | 19.19 | 20.07 | 15.60 | 5.25 | 13.70 | 31.45 | 21.80 | 41.48 | 8.44 |
| Yield(%) | 0.00 | 0.00 | 5.01 | 3.87 | 4.14 | 3.57 | 2.68 | … | … | 0.00 | 0.00 | 6.11 | 7.48 | 0.00 | 1.47 | 0.00 | 0.28 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/19/2020, Common starting date is 12/16/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDPIX (HODGES FUND INSTITUTIONAL CLASS) |
-19.56%
Mar 2017 – Mar 2020 |
-8.75%
Mar 2015 – Mar 2020 |
2.28%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDPIX (HODGES FUND INSTITUTIONAL CLASS) |
30.93%
Sep 2011 – Sep 2014 |
29.95%
Feb 2009 – Feb 2014 |
16.21%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart