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 Dow Down0.42% Nasdaq Down0.05%

Hodges (HDPMX)

39.47 Down 0.16(0.40%) Jul 29

Performance Overview as of Jun 29, 2014Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:5.00
Year-to-Date Return:11.84%
5-Year Average Return:23.67%
Number of Years Up:17
Number of Years Down:4
Best 1 Yr Total Return (2003-12-31):80.24%
Worst 1 Yr Total Return (2008-12-31):-49.49%
Best 3-Yr Total Return (N/A):38.04%
Worst 3-Yr Total Return (N/A):-16.51%
Load Adjusted Returns 
1-Year:36.41%
3-Year:19.54%
5-Year:23.67%
10-Year:9.96%
Trailing Returns (%) vs. Benchmarks 
ReturnHDPMXCategoryDiffIndex*Diff
Year To Date11.84N/AN/AN/AN/A
1-Month3.08N/AN/AN/AN/A
3-Month5.84N/AN/AN/AN/A
1-Year36.41N/AN/AN/AN/A
3-Year19.54N/AN/AN/AN/A
5-Year23.67N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)21.28N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-24.81N/AN/AN/AN/A
Annual Total Return (%) History () 
YearHDPMXCategoryDiff
2014N/AN/AN/A
2013
 
57.24N/AN/A
2012
 
16.07N/AN/A
2011
 
-13.42N/AN/A
2010
 
21.08N/AN/A
2009
 
36.26N/AN/A
2008
 
-49.49N/AN/A
2007
 
8.47N/AN/A
2006
 
17.77N/AN/A
2005
 
17.26N/AN/A
2004
 
24.45N/AN/A
2003
 
80.24N/AN/A
2002
 
-26.29N/AN/A
2001
 
11.15N/AN/A
2000
 
-28.97N/AN/A
1999
 
7.56N/AN/A
1998
 
22.53N/AN/A
1997
 
31.72N/AN/A
1996
 
27.48N/AN/A
1995
 
25.49N/AN/A
1994
 
0.98N/AN/A
1993
 
6.20N/AN/A
Past Quarterly Returns (%) for HDPMX 
Q1Q2Q3Q4
20145.675.84N/AN/A
201317.819.4310.2610.62
201210.75-4.256.233.04
20114.16-0.68-22.918.56
20107.14-12.1211.6215.21
2009-17.9122.8029.304.54
2008-10.287.23-22.55-32.21
20073.978.421.20-4.91
200611.97-3.04-1.4510.08
2005-0.103.3510.442.84
20046.76-0.46-1.7219.15
2003-6.2645.0814.2915.96
20020.57-13.52-19.264.95
2001-10.4321.59-21.4729.97
200014.12-19.031.63-24.36
19997.562.18-15.1915.40
19988.821.11-17.1934.49
19971.4612.9020.69-4.72
199613.296.370.455.31
19957.446.8713.17-3.43
1994-1.28-6.847.052.58
19934.90-2.213.300.22
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date2N/A
1-Month63N/A
3-Month7N/A
6-Month2N/A
1-Year1N/A
3-Year4N/A
5-Year6N/A