HDPMX - Hodges Retail

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return13.83%
5-Year Average Return18.90%
Number of Years Up20
Number of Years Down5
Best 1 Yr Total Return (Dec 30, 2017)80.24%
Worst 1 Yr Total Return (Dec 30, 2017)-49.49%
Best 3-Yr Total Return80.24%
Worst 3-Yr Total Return-13.59%

Trailing Returns (%) Vs. Benchmarks

ReturnHDPMXCategory
YTD13.83%23.91%
1-Month5.52%0.54%
3-Month11.80%6.02%
1-Year13.83%23.91%
3-Year12.10%9.40%
5-Year18.90%13.73%
10-Year7.12%7.67%
Last Bull Market21.28%26.89%
Last Bear Market-24.81%-21.73%

Annual Total Return (%) History

Year
HDPMXCategory
2017
13.83%23.91%
2016
39.78%6.03%
2015
-11.48%-0.95%
2014
7.30%7.00%
2013
57.24%34.93%
2012
16.07%14.07%
2011
-13.42%-3.96%
2010
21.08%24.61%
2009
36.26%39.11%
2008
-49.49%-43.77%
2007
8.47%15.09%
2006
17.77%9.00%
2005
17.26%9.84%
2004
24.45%13.23%
2003
80.24%35.96%
2002
-26.29%-27.24%
2001
11.15%-19.98%
2000
-28.97%-4.78%
1999
7.56%60.49%
1998
22.53%18.76%
1997
31.72%17.98%
1996
27.48%18.11%
1995
25.49%34.57%
1994
0.98%-1.85%
1993
6.20%13.88%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2017-0.51%-2.85%5.35%11.80%
20166.45%4.35%14.11%10.29%
20151.96%-2.31%-9.51%-1.79%
20145.67%5.84%0.68%-4.71%
201317.81%9.43%10.26%10.62%
201210.75%-4.25%6.23%3.04%
20114.16%-0.68%-22.91%8.56%
20107.14%-12.12%11.62%15.21%
2009-17.91%22.80%29.30%4.54%
2008-10.28%7.23%-22.55%-32.21%
20073.97%8.42%1.20%-4.91%
200611.97%-3.04%-1.45%10.08%
2005-0.10%3.35%10.44%2.84%
20046.76%-0.46%-1.72%19.15%
2003-6.26%45.08%14.29%15.96%
20020.57%-13.52%-19.26%4.95%
2001-10.43%21.59%-21.47%29.97%
200014.12%-19.03%1.63%-24.36%
19997.56%2.18%-15.19%15.40%
19988.82%1.11%-17.19%34.49%
19971.46%12.90%20.69%-4.72%
199613.29%6.37%0.45%5.31%
19957.44%6.87%13.17%-3.43%
1994-1.28%-6.84%7.05%2.58%
19934.90%-2.21%3.30%0.22%

Rank In Category (By Total Return)

YTD97
1-Month1
3-Month1
1-Year97
3-Year9
5-Year2

Load Adjusted Returns

1-Year13.83%
3-Year12.10%
5-Year18.90%
10-Year7.12%