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Hood River Small-Cap Growth Investor (HRSRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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64.29-0.17 (-0.26%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return15.55%
5-Year Average Return15.75%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Jun 25, 2024)60.38%
Worst 1 Yr Total Return (Jun 25, 2024)N/A
Best 3-Yr Total Return60.38%
Worst 3-Yr Total Return2.51%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHRSRXCategory
YTD15.51%12.40%
1-Month7.56%3.37%
3-Month7.01%4.88%
1-Year31.86%55.69%
3-Year2.02%19.34%
5-Year16.32%20.72%
10-Year13.38%13.98%
Last Bull Market41.55%27.85%
Last Bear Market-21.72%-24.06%

Annual Total Return (%) History

Year
HRSRXCategory
2024
N/AN/A
2023
21.30%N/A
2022
-28.13%N/A
2021
23.55%N/A
2020
60.38%38.62%
2019
23.86%27.68%
2018
-7.08%-5.76%
2017
20.51%21.50%
2016
13.31%11.20%
2015
N/A-2.41%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202413.95%N/AN/AN/A
20236.19%8.09%-8.53%15.53%
2022-11.41%-21.72%4.09%-0.43%
202111.28%8.12%-2.03%4.81%
2020-22.88%38.81%14.58%30.77%
201918.67%4.08%-8.59%9.71%
20181.70%8.19%11.58%-24.32%
20176.20%7.31%3.52%2.15%
2016-4.18%0.07%14.94%2.80%
20154.94%N/AN/AN/A

Rank In Category (By Total Return)

YTD6
1-Month8
3-Month4
1-Year4
3-Year11
5-Year4

Load Adjusted Returns

1-Year31.86%
3-Year2.02%
5-Year16.32%
10-Year13.38%