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Hood River Small-Cap Growth Retirement (HRSIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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66.94+0.19 (+0.28%)
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 (27 Jun 2024)60.81%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return60.81%
Worst 3-yr total return2.78%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
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%