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Hodges Small Cap Retail (HDPSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.15-0.21 (-0.98%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.28%
5-year average return10.94%
Number of years up12
Number of years down4
Best 1-yr total return (27 Jun 2024)49.22%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return49.22%
Worst 3-yr total return2.03%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHDPSXCategory
YTD9.04%20.19%
1-month4.53%0.02%
3-month3.58%4.36%
1-year25.52%60.18%
3-year2.79%11.32%
5-year12.99%13.88%
10-year7.19%11.19%
Last bull market29.22%27.98%
Last bear market-17.19%-24.08%

Annual total return (%) history

Year
HDPSXCategory
2024
N/AN/A
2023
14.86%N/A
2022
-12.70%N/A
2021
36.07%N/A
2020
16.98%10.99%
2019
16.73%23.75%
2018
-16.26%-12.72%
2017
9.19%12.28%
2016
16.18%20.78%
2015
-8.75%-5.38%
2014
6.05%3.79%
2013
45.56%37.39%
2012
20.67%15.46%
2011
4.40%-4.07%
2010
34.40%25.61%
2009
49.22%31.80%
2008
-40.62%-36.56%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.15%N/AN/AN/A
20234.82%6.84%-5.13%8.11%
2022-4.00%-17.19%-1.98%12.03%
202129.18%8.43%-6.42%3.81%
2020-39.63%40.59%5.49%30.64%
201916.67%1.93%-6.01%4.44%
20180.67%5.43%4.96%-24.84%
2017-2.28%-3.93%4.97%10.81%
2016-2.81%1.74%5.41%11.47%
20154.55%-0.64%-11.87%-0.34%
20141.93%7.41%-4.70%1.64%
201314.85%4.02%10.46%10.30%
201215.11%-4.48%7.52%2.07%
201110.35%0.00%-16.61%13.46%
20108.45%-3.42%11.60%14.98%
2009-15.89%28.75%29.98%6.01%
2008-2.67%11.49%-22.12%-29.73%

Rank in category (by total return)

YTD4
1-month63
3-month18
1-year20
3-year33
5-year9

Load adjusted returns

1-year25.52%
3-year2.79%
5-year12.99%
10-year7.19%