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Hodges Blue Chip Equity Income Retail (HDPBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.83-0.16 (-0.67%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return17.79%
5-year average return14.95%
Number of years up12
Number of years down2
Best 1-yr total return (19 June 2024)40.21%
Worst 1-yr total return (19 June 2024)N/A
Best 3-yr total return40.21%
Worst 3-yr total return4.95%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHDPBXCategory
YTD13.66%5.31%
1-month5.04%-4.19%
3-month6.70%3.90%
1-year29.59%20.31%
3-year10.74%6.48%
5-year15.86%11.78%
10-year11.12%10.96%
Last bull market26.11%25.56%
Last bear market-16.18%-15.11%

Annual total return (%) history

Year
HDPBXCategory
2024
N/AN/A
2023
21.53%22.32%
2022
-11.50%-16.96%
2021
23.63%26.07%
2020
15.86%15.83%
2019
30.69%28.78%
2018
-9.43%-6.27%
2017
24.79%20.44%
2016
5.74%10.37%
2015
4.55%-1.07%
2014
4.57%10.96%
2013
40.21%31.50%
2012
12.66%14.96%
2011
0.08%-1.27%
2010
7.18%14.01%
2009
N/A28.17%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.80%N/AN/AN/A
20236.71%7.03%-2.34%8.96%
2022-0.63%-16.18%-4.71%11.50%
20214.47%9.28%-3.05%11.69%
2020-22.67%25.34%10.49%8.20%
201913.12%4.14%3.58%7.12%
2018-2.91%2.47%7.23%-15.10%
20176.57%2.11%5.95%8.24%
2016-1.05%1.31%-0.02%5.50%
20155.78%-3.79%-3.21%6.13%
20141.89%3.51%5.06%-5.63%
201311.11%4.73%7.29%12.30%
20129.46%-0.85%4.44%-0.62%
20113.96%0.44%-12.44%9.46%
20102.48%-10.62%8.86%7.49%
20094.49%N/AN/AN/A

Rank in category (by total return)

YTD10
1-month23
3-month4
1-year21
3-year6
5-year18

Load adjusted returns

1-year29.59%
3-year10.74%
5-year15.86%
10-year11.12%