Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
HRSIX (Hood River Small-Cap Growth Fund Retirem) 30.20% 70.18% 34.07% 14.63% NA NA NA
Data as of 06/05/2026, Common starting date is 03/06/2017
More Performance Analytics Comparison
Name Start Date End Date
HRSIX (Hood River Small-Cap Growth Fund Retirem) 03/06/2017 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
Annualized Return (%) -4.19 70.18 34.07 14.63 NA NA NA 30.20 21.27 31.06 21.60 -27.93 3.07 50.80 24.19 -6.86 15.12
Sharpe Ratio NA 3.08 1.33 0.50 NA NA NA 3.46 0.65 1.06 0.86 -0.83 0.09 1.26 1.29 -0.38 1.30
Standard Deviation(%) NA 26.82 25.75 27.30 NA NA NA 31.57 29.06 23.07 20.37 35.63 32.97 39.91 17.70 21.41 13.76
Draw Down(%) NA 12.27 33.03 38.47 NA NA NA 12.27 30.26 12.89 19.76 33.70 28.46 40.74 13.13 30.74 9.11
Yield(%) 0.00 5.27 4.20 5.16 7.85 5.23 3.92 0.00 4.96 4.98 0.00 0.00 20.82 9.37 0.00 4.04 7.26
Data as of 06/05/2026, Common starting date is 03/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HRSIX (Hood River Small-Cap Growth Fund Retirem) -0.44%
Apr 2021 – Apr 2024
7.16%
Sep 2018 – Sep 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HRSIX (Hood River Small-Cap Growth Fund Retirem) 37.71%
May 2023 – May 2026
21.46%
Nov 2019 – Nov 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return