Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HDSMX (HODGES SMALL-MID CAP FUND RETAIL CLASS) | NA | -38.98% | -13.02% | -7.14% | NA | NA | NA | … | … |
Data as of 06/30/2020, Common starting date is 01/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HDSMX (HODGES SMALL-MID CAP FUND RETAIL CLASS) | 01/02/2014 | 06/30/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -35.73 | -38.98 | -13.02 | -7.14 | NA | NA | NA | … | … | -40.80 | 22.35 | -20.59 | 9.17 | 21.62 | -0.20 | 6.84 |
| Sharpe Ratio | NA | -0.60 | -0.34 | -0.23 | NA | NA | NA | … | … | -0.72 | 1.11 | -0.94 | 0.64 | 1.06 | -0.01 | 0.42 |
| Standard Deviation(%) | NA | 65.18 | 41.18 | 34.09 | NA | NA | NA | … | … | 90.96 | 18.85 | 23.23 | 13.31 | 20.07 | 18.38 | 16.35 |
| Draw Down(%) | NA | 49.33 | 52.81 | 52.81 | NA | NA | NA | … | … | 49.33 | 14.52 | 32.94 | 12.73 | 17.55 | 14.04 | 13.03 |
| Yield(%) | 0.00 | 2.29 | 3.49 | 2.56 | 1.51 | 1.00 | 0.75 | … | … | 0.00 | 2.71 | 3.92 | 3.61 | 0.02 | 2.23 | 0.00 |
Data as of 06/30/2020, Common starting date is 01/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDSMX (HODGES SMALL-MID CAP FUND RETAIL CLASS) |
-10.64%
Mar 2017 – Mar 2020 |
-4.69%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDSMX (HODGES SMALL-MID CAP FUND RETAIL CLASS) |
12.28%
Feb 2016 – Feb 2019 |
5.46%
Apr 2014 – Apr 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart