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    More On HDPBX

    Hodges Blue Chip Equity Income Retail (HDPBX)

    14.57 Up 0.05(0.34%) Jan 20

    Risk as of Dec 30, 2016Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:1
    Number of Years Up7
    Number of Years Down0
    Best 1 Yr Total Return(Dec 30, 2013):40.21%
    Worst 1 Yr Total Return(Dec 30, 2011):0.08%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    Alpha (against Standard Index)-2.66-3.04
    Beta (against Standard Index)0.891.02
    Mean Annual Return0.450.52
    R-squared (against Standard Index)75.4183.21
    Standard Deviation10.9812.12
    Sharpe Ratio0.480.51
    Treynor Ratio5.425.47
    5 Years
    Alpha (against Standard Index)-0.15-2.08
    Beta (against Standard Index)0.901.05
    Mean Annual Return1.051.08
    R-squared (against Standard Index)78.0583.92
    Standard Deviation10.5011.95
    Sharpe Ratio1.191.08
    Treynor Ratio14.1712.25
    10 Years
    Alpha (against Standard Index)N/A0.05
    Beta (against Standard Index)N/A1.02
    Mean Annual ReturnN/A0.67
    R-squared (against Standard Index)N/A88.44
    Standard DeviationN/A16.58
    Sharpe RatioN/A0.44
    Treynor RatioN/A6.12