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    Hodges Equity Income Retl (HDPEX)

    15.34 Up 0.03(0.20%) Dec 26

    Performance Overview as of Nov 29, 2014Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:2.00
    Year-to-Date Return:7.66%
    5-Year Average Return:12.81%
    Number of Years Up:4
    Number of Years Down:0
    Best 1 Yr Total Return (2013-12-31):23.63%
    Worst 1 Yr Total Return (2011-12-31):8.07%
    Best 3-Yr Total Return (N/A):13.04%
    Worst 3-Yr Total Return (N/A):10.19%
    Load Adjusted Returns 
    1-Year:9.29%
    3-Year:13.47%
    5-Year:12.81%
    10-Year:N/A
    Trailing Returns (%) vs. Benchmarks 
    ReturnHDPEXCategoryDiffIndex*Diff
    Year To Date7.66N/AN/AN/AN/A
    1-Month0.65N/AN/AN/AN/A
    3-Month0.96N/AN/AN/AN/A
    1-Year9.29N/AN/AN/AN/A
    3-Year13.47N/AN/AN/AN/A
    5-Year12.81N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)18.91N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-9.72N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearHDPEXCategoryDiff
    2014N/AN/AN/A
    2013
     
    23.63N/AN/A
    2012
     
    8.12N/AN/A
    2011
     
    8.07N/AN/A
    2010
     
    14.51N/AN/A
    2009N/AN/AN/A
    Past Quarterly Returns (%) for HDPEX 
    Q1Q2Q3Q4
    2014-0.785.810.03N/A
    201312.450.390.818.64
    20126.99-0.943.83-1.75
    20115.780.14-7.7010.54
    20103.80-8.5412.806.93
    20096.59N/AN/AN/A
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date88N/A
    1-Month95N/A
    3-Month63N/A
    6-Month71N/A
    1-Year91N/A
    3-Year95N/A
    5-Year76N/A