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    Hodges Equity Income Retail (HDPEX)

    15.04 Down 0.17(1.12%) Apr 17

    Risk as of Mar 30, 2015Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:1
    Number of Years Up5
    Number of Years Down0
    Best 1 Yr Total Return(Dec 30, 2013):23.63%
    Worst 1 Yr Total Return(Dec 30, 2014):5.99%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    Alpha (against Standard Index)-3.12-1.48
    Beta (against Standard Index)0.901.00
    Mean Annual Return0.911.17
    R-squared (against Standard Index)78.0490.04
    Standard Deviation9.8110.14
    Sharpe Ratio1.101.39
    Treynor Ratio12.0214.43
    5 Years
    Alpha (against Standard Index)0.39-1.94
    Beta (against Standard Index)0.791.00
    Mean Annual Return0.981.04
    R-squared (against Standard Index)84.8793.66
    Standard Deviation11.0713.41
    Sharpe Ratio1.050.94
    Treynor Ratio14.8212.48
    10 Years
    Alpha (against Standard Index)N/A-1.12
    Beta (against Standard Index)N/A1.00
    Mean Annual ReturnN/A0.64
    R-squared (against Standard Index)N/A93.22
    Standard DeviationN/A15.33
    Sharpe RatioN/A0.42
    Treynor RatioN/A5.42