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Hood River Small-cap Growth Fund, Institutional Shares: (MF: HRSMX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$69.82 USD
+0.61 (0.88%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 17.11 | 1 |
| 3 months | 2.70 | 2 |
| 6 months | 17.11 | 1 |
| 1 Year | 23.89 | 2 |
| 3 Year | 1.74 | 34 |
| 5 Year | 15.40 | 1 |
| 10 Year | 13.21 | 1 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -53.02 |
| Bull Market (2/09 - 3/21) | 1,113.05 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 23.89 |
| 5 Year | 15.39 |
| 10 Year | 13.21 |
| Since Inception | 13.07 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 14.02 | 2.70 | NA | NA |
| 2023 | 6.24 | 8.11 | -8.47 | 15.58 |
| 2022 | -11.35 | -21.68 | 4.14 | -0.40 |
| 2021 | 11.33 | 8.17 | -1.98 | 4.85 |
| 2020 | -22.85 | 38.85 | 14.64 | 30.83 |
| 2019 | 18.73 | 4.12 | -8.53 | 9.78 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 17.11 | 21.51 | -27.98 | 23.77 | 60.68 | 24.13 | -6.83 | 20.67 | 13.49 | 0.79 | 8.56 |
| % Total Return Rel to Index | 1.80 | -4.72 | -9.78 | -4.90 | 42.28 | -7.35 | -2.44 | -1.12 | 1.55 | -0.59 | -5.08 |
| % Total Return Rel to Peer | 13.88 | 5.44 | -8.47 | 4.46 | 41.68 | -1.30 | 3.94 | 5.07 | -2.45 | 5.52 | 5.88 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 3.00 | 1.00 | 4.00 | 2.00 | 2.00 | 4.00 | 1.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 12.95 | 3.96 | 0.00 | 1.55 | 2.54 | 0.00 | 1.68 | 0.00 |
| Expense Ratio | 0.00 | 1.06 | 1.06 | 1.05 | 1.05 | 1.06 | 1.06 | 1.08 | 1.09 | 1.20 | 1.25 |
* 1 = Top 20%, 5 = Bottom 20%