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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

Risk Overview

Morningstar Risk Rating★★★★
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

Risk Statistics

3 Years
HDPBXCategory Average
5 Years
HDPBXCategory Average
10 Years
HDPBXCategory Average
Alpha
1.27-0.02
-0.25-0.01
-1.26-0.02
BETA
0.960.01
10.01
10.01
Mean Annual Return
0.860.01
1.160.01
0.970.01
R-squared
93.980.95
95.190.95
92.160.95
Standard Deviation
17.480.19
19.050.15
15.810.14
Sharpe Ratio
0.420.01
0.620.01
0.640.01
Treynor Ratio
6.340.16
10.60.15
9.370.12