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Hood River Small-Cap Growth Retirement (HRSIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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66.82-0.12 (-0.18%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return17.15%
5-Year Average Return15.48%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Jun 27, 2024)60.81%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return60.81%
Worst 3-Yr Total Return2.78%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHRSIXCategory
YTD15.70%12.40%
1-Month7.62%3.37%
3-Month7.11%4.88%
1-Year32.25%55.69%
3-Year2.30%19.34%
5-Year16.64%20.72%
10-Year13.67%13.98%
Last Bull Market41.74%27.85%
Last Bear Market-21.66%-24.06%

Annual Total Return (%) History

Year
HRSIXCategory
2024
N/AN/A
2023
21.60%N/A
2022
-27.93%N/A
2021
23.88%N/A
2020
60.81%38.62%
2019
24.19%27.68%
2018
-6.78%-5.76%
2017
N/A21.50%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202414.05%N/AN/AN/A
20236.28%8.15%-8.50%15.62%
2022-11.35%-21.66%4.17%-0.38%
202111.37%8.18%-1.96%4.88%
2020-22.84%38.89%14.68%30.84%
201918.74%4.16%-8.54%9.79%
20181.77%8.32%11.67%-24.27%
20177.40%3.53%2.24%N/A

Rank In Category (By Total Return)

YTD5
1-Month8
3-Month4
1-Year4
3-Year10
5-Year4

Load Adjusted Returns

1-Year32.25%
3-Year2.30%
5-Year16.64%
10-Year13.67%