Performance Comparison
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
