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    More On HDPBX


    Hodges Blue Chip Equity Income Retail (HDPBX)

    14.20 Up 0.10(0.71%) May 25

    Performance Overview as of Apr 29, 2016Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:3.00
    Year-to-Date Return:-0.91%
    5-Year Average Return:9.84%
    Number of Years Up:6
    Number of Years Down:0
    Best 1 Yr Total Return (2013-12-31):40.21%
    Worst 1 Yr Total Return (2011-12-31):0.08%
    Best 3-Yr Total Return (N/A):18.21%
    Worst 3-Yr Total Return (N/A):6.51%
    Load Adjusted Returns 
    1-Year:0.32%
    3-Year:10.56%
    5-Year:9.84%
    10-Year:N/A
    Trailing Returns (%) vs. Benchmarks 
    ReturnHDPBXCategoryDiffIndex*Diff
    Year To Date-0.91N/AN/AN/AN/A
    1-Month0.14N/AN/AN/AN/A
    3-Month4.43N/AN/AN/AN/A
    1-Year0.32N/AN/AN/AN/A
    3-Year10.56N/AN/AN/AN/A
    5-Year9.84N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)21.24N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-14.63N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearHDPBXCategoryDiff
    2016N/AN/AN/A
    2015
     
    4.55N/AN/A
    2014
     
    4.57N/AN/A
    2013
     
    40.21N/AN/A
    2012
     
    12.66N/AN/A
    2011
     
    0.08N/AN/A
    2010
     
    7.18N/AN/A
    2009N/AN/AN/A
    Past Quarterly Returns (%) for HDPBX 
    Q1Q2Q3Q4
    2016-1.05N/AN/AN/A
    20155.78-3.79-3.216.13
    20141.893.515.06-5.63
    201311.114.737.2912.30
    20129.46-0.854.44-0.62
    20113.960.44-12.449.46
    20102.48-10.628.867.49
    20094.49N/AN/AN/A
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date26N/A
    1-Month36N/A
    3-Month56N/A
    6-Month38N/A
    1-Year19N/A
    3-Year55N/A
    5-Year41N/A