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 Dow Down0.10% Nasdaq Up0.23%

Hodges Small Cap (HDPSX)

18.92 Up 0.08(0.42%) Apr 17
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Performance Overview as of Mar 30, 2014Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:5.00
Year-to-Date Return:1.93%
5-Year Average Return:34.84%
Number of Years Up:5
Number of Years Down:1
Best 1 Yr Total Return (2009-12-31):49.22%
Worst 1 Yr Total Return (2008-12-31):-40.62%
Best 3-Yr Total Return (N/A):27.93%
Worst 3-Yr Total Return (N/A):6.00%
Load Adjusted Returns 
1-Year:29.19%
3-Year:19.21%
5-Year:34.84%
10-Year:N/A
Trailing Returns (%) vs. Benchmarks 
ReturnHDPSXCategoryDiffIndex*Diff
Year To Date1.93N/AN/AN/AN/A
1-Month-0.42N/AN/AN/AN/A
3-Month1.93N/AN/AN/AN/A
1-Year29.19N/AN/AN/AN/A
3-Year19.21N/AN/AN/AN/A
5-Year34.84N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)31.41N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-19.06N/AN/AN/AN/A
Annual Total Return (%) History () 
YearHDPSXCategoryDiff
2014N/AN/AN/A
2013
 
45.56N/AN/A
2012
 
20.67N/AN/A
2011
 
4.40N/AN/A
2010
 
34.40N/AN/A
2009
 
49.22N/AN/A
2008
 
-40.62N/AN/A
Past Quarterly Returns (%) for HDPSX 
Q1Q2Q3Q4
20141.93N/AN/AN/A
201314.854.0210.4610.30
201215.11-4.487.522.07
201110.350.00-16.6113.46
20108.45-3.4211.6014.98
2009-15.8928.7529.986.01
2008-2.6711.49-22.12-29.73
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date26N/A
1-Month85N/A
3-Month26N/A
6-Month20N/A
1-Year9N/A
3-Year1N/A
5-Year1N/A