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Hodges Blue Chip Equity Income Retail (HDPBX)

NASDAQ - NASDAQ Delayed Price. Currency in USD
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15.85+0.15 (+0.96%)
At close: 8:00PM EDT
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Performance Overview

Morningstar Return Rating★★
Year-to-Date Return11.33%
5-Year Average Return13.03%
Number of Years Up7
Number of Years DownN/A
Best 1 Yr Total Return (Jul 30, 2017)40.21%
Worst 1 Yr Total Return (Jul 30, 2017)0.08%
Best 3-Yr Total Return40.21%
Worst 3-Yr Total Return4.95%

Trailing Returns (%) Vs. Benchmarks

ReturnHDPBXCategory
YTD11.33%14.14%
1-Month2.32%0.06%
3-Month3.59%5.01%
1-Year13.76%20.02%
3-Year6.93%8.80%
5-Year13.03%13.87%
10-Year0.00%7.51%
Last Bull Market21.24%25.43%
Last Bear Market-14.63%-17.23%

Annual Total Return (%) History

Year
HDPBXCategory
2017
N/AN/A
2016
5.74%3.23%
2015
4.55%3.60%
2014
4.57%10.00%
2013
40.21%33.92%
2012
12.66%15.34%
2011
0.08%-2.46%
2010
7.18%15.53%
2009
N/A35.68%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20176.57%2.11%N/AN/A
2016-1.05%1.31%-0.02%5.50%
20155.78%-3.79%-3.21%6.13%
20141.89%3.51%5.06%-5.63%
201311.11%4.73%7.29%12.30%
20129.46%-0.85%4.44%-0.62%
20113.96%0.44%-12.44%9.46%
20102.48%-10.62%8.86%7.49%
20094.49%N/AN/AN/A

Rank In Category (By Total Return)

YTD92
1-Month68
3-Month90
1-Year82
3-Year91
5-Year79

Load Adjusted Returns

1-Year13.76%
3-Year6.93%
5-Year13.03%
10-YearN/A