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Hodges Fund Institutional Class (HDPIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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35.57-0.06 (-0.18%)
At close: 08:00PM EDT

Performance overview

Morningstar return rating★
Year-to-date return23.05%
5-year average return5.35%
Number of years up8
Number of years down3
Best 1-yr total return (3 Feb 2019)57.60%
Worst 1-yr total return (3 Feb 2019)-33.99%
Best 3-yr total return57.60%
Worst 3-yr total return-2.42%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHDPIXCategory
YTD-13.89%10.80%
1-month9.60%4.43%
3-month54.40%7.00%
1-year-14.64%48.17%
3-year-6.15%21.26%
5-year-0.01%20.18%
10-year8.20%14.07%
Last bull market21.47%27.14%
Last bear market-24.69%-21.26%

Annual total return (%) history

Year
HDPIXCategory
2020
N/A39.26%
2019
23.35%32.52%
2018
-33.99%-6.65%
2017
14.11%23.91%
2016
40.29%6.03%
2015
-11.17%-0.95%
2014
7.76%7.00%
2013
57.60%34.93%
2012
16.10%14.07%
2011
-13.15%-3.96%
2010
21.42%24.61%
2009
36.48%39.11%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-44.23%54.40%N/AN/A
201927.20%-2.17%-4.92%4.25%
2018-2.12%1.01%-1.46%-32.25%
2017-0.44%-2.79%5.41%11.85%
20166.52%4.43%14.19%10.43%
20152.06%-2.25%-9.42%-1.71%
20145.76%5.92%0.77%-4.53%
201317.89%9.50%10.30%10.68%
201210.77%-4.17%6.32%2.88%
20114.23%-0.59%-22.86%8.66%
20107.18%-12.04%11.70%15.31%
2009-17.91%22.80%29.37%4.65%

Rank in category (by total return)

YTD99
1-month3
3-month2
1-year99
3-year100
5-year100

Load adjusted returns

1-year-14.64%
3-year-6.15%
5-year-0.01%
10-year8.20%