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    More On HDPBX


    Hodges Blue Chip 25 Retail (HDPBX)

    14.56 Up 0.30(2.10%) Sep 2

    Performance Overview as of Jul 30, 2015Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:2.00
    Year-to-Date Return:5.37%
    5-Year Average Return:14.28%
    Number of Years Up:5
    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:4.67%
    3-Year:16.45%
    5-Year:14.28%
    10-Year:N/A
    Trailing Returns (%) vs. Benchmarks 
    ReturnHDPBXCategoryDiffIndex*Diff
    Year To Date5.37N/AN/AN/AN/A
    1-Month3.54N/AN/AN/AN/A
    3-Month2.04N/AN/AN/AN/A
    1-Year4.67N/AN/AN/AN/A
    3-Year16.45N/AN/AN/AN/A
    5-Year14.28N/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
    2015N/AN/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
    20155.78-3.79N/AN/A
    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 Date70N/A
    1-Month30N/A
    3-Month78N/A
    6-Month80N/A
    1-Year97N/A
    3-Year80N/A
    5-Year82N/A