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Hodges Blue Chip Equity Income Retail (HDPBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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22.43+0.27 (+1.22%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.13%
5-Year Average Return13.29%
Number of Years Up12
Number of Years Down2
Best 1 Yr Total Return (May 2, 2024)40.21%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return40.21%
Worst 3-Yr Total Return4.95%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHDPBXCategory
YTD8.21%14.84%
1-Month-3.21%1.65%
3-Month7.11%7.55%
1-Year23.58%40.47%
3-Year9.21%16.77%
5-Year12.86%16.15%
10-Year10.85%13.21%
Last Bull Market26.11%24.09%
Last Bear Market-16.18%-17.61%

Annual Total Return (%) History

Year
HDPBXCategory
2024
N/AN/A
2023
21.53%N/A
2022
-11.50%N/A
2021
23.63%N/A
2020
15.86%15.83%
2019
30.69%28.78%
2018
-9.43%-6.27%
2017
24.79%20.44%
2016
5.74%10.37%
2015
4.55%-1.07%
2014
4.57%10.96%
2013
40.21%31.50%
2012
12.66%14.96%
2011
0.08%-1.27%
2010
7.18%14.01%
2009
N/A28.17%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.80%N/AN/AN/A
20236.71%7.03%-2.34%8.96%
2022-0.63%-16.18%-4.71%11.50%
20214.47%9.28%-3.05%11.69%
2020-22.67%25.34%10.49%8.20%
201913.12%4.14%3.58%7.12%
2018-2.91%2.47%7.23%-15.10%
20176.57%2.11%5.95%8.24%
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)

YTD9
1-Month11
3-Month6
1-Year24
3-Year8
5-Year32

Load Adjusted Returns

1-Year23.58%
3-Year9.21%
5-Year12.86%
10-Year10.85%