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    Hodges Retail (HDPMX)

    40.56 Down 0.22(0.54%) Apr 27

    Performance Overview as of Mar 30, 2015Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:3.00
    Year-to-Date Return:1.96%
    5-Year Average Return:14.33%
    Number of Years Up:18
    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:3.53%
    3-Year:21.71%
    5-Year:14.33%
    10-Year:8.01%
    Trailing Returns (%) vs. Benchmarks 
    ReturnHDPMXCategoryDiffIndex*Diff
    Year To Date1.96N/AN/AN/AN/A
    1-Month0.54N/AN/AN/AN/A
    3-Month1.96N/AN/AN/AN/A
    1-Year3.53N/AN/AN/AN/A
    3-Year21.71N/AN/AN/AN/A
    5-Year14.33N/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
    2015N/AN/AN/A
    2014
     
    7.30N/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
    20151.96N/AN/AN/A
    20145.675.840.68-4.71
    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 Date76N/A
    1-Month44N/A
    3-Month76N/A
    6-Month99N/A
    1-Year84N/A
    3-Year1N/A
    5-Year53N/A