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Hood River Small-Cap Growth Investor (HRSRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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65.66+0.48 (+0.74%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return17.15%
5-year average return15.10%
Number of years up6
Number of years down2
Best 1-yr total return (1 Jul 2024)60.38%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return60.38%
Worst 3-yr total return2.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
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%