Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HDPSX (HODGES SMALL CAP FUND RETAIL CLASS) | 27.64% | 48.32% | 20.65% | 9.10% | 11.86% | 11.73% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/21/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HDPSX (HODGES SMALL CAP FUND RETAIL CLASS) | 12/21/2007 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.04 | 48.32 | 20.65 | 9.10 | 11.86 | 11.73 | NA | … | … | 27.64 | 3.06 | 20.21 | 15.19 | -12.78 | 35.60 | 16.86 | 16.85 | -16.38 | 9.34 | 16.17 | -8.75 | 6.05 | 45.56 | 20.68 | 4.40 | 34.41 | 49.22 | -40.62 | -2.50 |
| Sharpe Ratio | NA | 2.16 | 0.75 | 0.27 | 0.39 | NA | NA | … | … | 3.34 | 0.01 | 0.85 | 0.50 | -0.45 | 1.44 | 0.33 | 0.78 | -0.85 | 0.63 | 0.79 | -0.52 | 0.38 | 2.96 | 1.20 | 0.13 | 1.43 | 1.15 | -0.82 | NA |
| Standard Deviation(%) | NA | 21.17 | 23.20 | 25.28 | 26.82 | NA | NA | … | … | 22.21 | 27.46 | 19.54 | 23.06 | 31.77 | 24.70 | 49.71 | 19.67 | 21.05 | 13.96 | 20.19 | 17.05 | 15.87 | 15.37 | 17.35 | 32.97 | 24.01 | 42.82 | 50.51 | NA |
| Draw Down(%) | NA | 10.42 | 31.61 | 31.61 | 59.01 | NA | NA | … | … | 10.42 | 28.83 | 10.06 | 16.71 | 25.63 | 12.47 | 52.90 | 14.89 | 31.46 | 11.79 | 17.05 | 16.52 | 13.94 | 5.61 | 13.58 | 24.85 | 16.43 | 42.41 | 63.10 | NA |
| Yield(%) | 0.00 | 8.27 | 9.99 | 8.21 | 8.94 | 10.04 | 9.12 | … | … | 0.00 | 7.32 | 15.91 | 5.56 | 5.24 | 22.40 | 0.00 | 8.80 | 3.67 | 13.52 | 0.38 | 0.32 | 1.36 | 3.85 | 3.10 | 5.75 | 2.27 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/21/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDPSX (HODGES SMALL CAP FUND RETAIL CLASS) |
-12.96%
Mar 2017 – Mar 2020 |
-8.16%
Mar 2015 – Mar 2020 |
5.11%
Mar 2010 – Mar 2020 |
8.22%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDPSX (HODGES SMALL CAP FUND RETAIL CLASS) |
45.37%
Feb 2009 – Feb 2012 |
37.59%
Feb 2009 – Feb 2014 |
19.62%
Feb 2009 – Feb 2019 |
16.35%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart