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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

Risk overview

Morningstar risk rating★★★★

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

Risk statistics

3 years

HDPBXCategory average

5 years

HDPBXCategory average

10 years

HDPBXCategory average

Alpha

1.34-0.01

0.15-0.01

-1.27-0.01

BETA

0.960.01

10.01

10.01

Mean annual return

0.980.01

1.380.01

0.990.01

R-squared

94.080.94

95.120.95

92.190.95

Standard deviation

17.640.17

18.670.19

15.860.15

Sharpe ratio

0.490

0.770.01

0.650.01

Treynor ratio

7.770.03

13.620.1

9.590.1