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Hood River Small-Cap Growth Investor (HRSRX)

75.34 -0.58 (-0.76%)
At close: 8:00 PM EDT

Fund Summary

The fund, under normal market conditions, invests at least 80% of its net assets plus any borrowings for investment purposes in common stocks of U.S. corporations that are judged by Hood River to have strong growth characteristics or to be undervalued in the marketplace relative to underlying profitability and have a market capitalization which, at the time of purchase, is consistent with the capitalization ranges of the S&P SmallCap 600? Index and the Russell 2000? Growth Index ("small-cap companies").

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 60.38%
Worst 1Y Total Return --
Number of Years Up 6
Number of Years Down 2

Performance & Risk

YTD Return 35.41%
5y Average Return 20.19%
Rank in Category (ytd) 3
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.22
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
HRSRXCategory AverageHRSRXCategory AverageHRSRXCategory Average
Alpha -5.89 -0.02 1.83 0.01 -0.25 -0.02
BETA 1.22 0.01 1.22 0.01 1.2 0.01
Mean Annual Return 0.74 0.02 1.79 0.02 1.33 0.01
R-squared 77.52 0.78 76.16 0.73 72.21 0.73
Standard Deviation 24.29 0.26 25.21 0.21 21.59 0.19
Sharpe Ratio 0.21 0.01 0.75 0.01 0.66 0.01
Treynor Ratio 1.9 0.15 14.31 0.17 10.63 0.11

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