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Hodges Small Cap Fund Retail Class (HDPSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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24.70-0.57 (-2.26%)
At close: 05:08PM EST
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Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return17.82%
5-Year Average Return5.13%
Number of Years Up10
Number of Years Down3
Best 1 Yr Total Return (Feb 3, 2019)49.22%
Worst 1 Yr Total Return (Feb 3, 2019)-40.62%
Best 3-Yr Total Return49.22%
Worst 3-Yr Total Return2.03%

Trailing Returns (%) Vs. Benchmarks

ReturnHDPSXCategory
YTD32.96%20.24%
1-Month-5.07%1.26%
3-Month-1.10%7.80%
1-Year75.10%64.50%
3-Year12.29%11.53%
5-Year9.36%13.79%
10-Year12.12%10.96%
Last Bull Market31.41%27.99%
Last Bear Market-19.06%-24.07%

Annual Total Return (%) History

Year
HDPSXCategory
2021
N/AN/A
2020
16.98%10.99%
2019
16.73%23.75%
2018
-16.26%-12.72%
2017
9.19%12.28%
2016
16.18%20.78%
2015
-8.75%-5.38%
2014
6.05%3.79%
2013
45.56%37.39%
2012
20.67%15.46%
2011
4.40%-4.07%
2010
34.40%25.61%
2009
49.22%31.80%
2008
-40.62%-36.56%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202129.18%N/AN/AN/A
2020-39.63%40.59%5.49%30.64%
201916.67%1.93%-6.01%4.44%
20180.67%5.43%4.96%-24.84%
2017-2.28%-3.93%4.97%10.81%
2016-2.81%1.74%5.41%11.47%
20154.55%-0.64%-11.87%-0.34%
20141.93%7.41%-4.70%1.64%
201314.85%4.02%10.46%10.30%
201215.11%-4.48%7.52%2.07%
201110.35%0.00%-16.61%13.46%
20108.45%-3.42%11.60%14.98%
2009-15.89%28.75%29.98%6.01%
2008-2.67%11.49%-22.12%-29.73%

Rank In Category (By Total Return)

YTD1
1-Month3
3-Month3
1-Year2
3-Year13
5-Year30

Load Adjusted Returns

1-Year93.03%
3-Year14.70%
5-Year15.49%
10-Year12.57%
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