Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HDSIX (HODGES SMALL CAP FUND INSTITUTIONAL CLASS) | 27.74% | 48.71% | 20.93% | 4.59% | 9.66% | 10.38% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/16/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HDSIX (HODGES SMALL CAP FUND INSTITUTIONAL CLASS) | 12/16/2008 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.05 | 48.71 | 20.93 | 4.59 | 9.66 | 10.38 | NA | … | … | 27.74 | -1.14 | 20.51 | 15.39 | -17.30 | 15.02 | 17.16 | 17.14 | -16.22 | 9.67 | 16.59 | -8.50 | 6.41 | 46.04 | 21.08 | 4.71 | 41.07 | 48.97 | 2.11 |
| Sharpe Ratio | NA | 2.18 | 0.76 | 0.09 | 0.30 | NA | NA | … | … | 3.37 | -0.14 | 0.86 | 0.52 | -0.58 | 0.48 | 0.34 | 0.80 | -0.84 | 0.65 | 0.81 | -0.50 | 0.40 | 2.99 | 1.22 | 0.14 | 1.67 | 1.14 | 1.57 |
| Standard Deviation(%) | NA | 21.12 | 23.13 | 26.79 | 27.54 | NA | NA | … | … | 22.11 | 28.08 | 19.57 | 22.93 | 32.52 | 31.07 | 49.75 | 19.67 | 21.04 | 13.93 | 20.21 | 17.08 | 15.83 | 15.39 | 17.38 | 33.04 | 24.51 | 42.74 | 44.23 |
| Draw Down(%) | NA | 10.37 | 31.52 | 39.07 | 58.89 | NA | NA | … | … | 10.37 | 28.75 | 10.05 | 16.66 | 25.53 | 25.61 | 52.92 | 14.86 | 31.40 | 11.65 | 17.00 | 16.40 | 13.84 | 5.52 | 13.55 | 24.81 | 15.85 | 42.26 | 8.16 |
| Yield(%) | 0.00 | 7.60 | 9.35 | 3.97 | 5.76 | 6.93 | 11.60 | … | … | 0.00 | 6.73 | 14.82 | 5.21 | 0.00 | 0.00 | 0.00 | 8.47 | 3.55 | 13.16 | 0.67 | 0.31 | 1.34 | 3.78 | 3.10 | 5.70 | 6.75 | 0.00 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| HDSIX (HODGES SMALL CAP FUND INSTITUTIONAL CLASS) |
-12.76%
Mar 2017 – Mar 2020 |
-7.92%
Mar 2015 – Mar 2020 |
3.62%
Oct 2013 – Oct 2023 |
8.41%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDSIX (HODGES SMALL CAP FUND INSTITUTIONAL CLASS) |
47.93%
Feb 2009 – Feb 2012 |
39.22%
Feb 2009 – Feb 2014 |
20.50%
Feb 2009 – Feb 2019 |
15.29%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart