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Hodges Retail (HDPMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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63.870.00 (0.00%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.85%
5-year average return13.62%
Number of years up24
Number of years down7
Best 1-yr total return (30 May 2024)57.24%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return57.24%
Worst 3-yr total return-2.68%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHDPMXCategory
YTD1.79%17.04%
1-month-8.04%-0.01%
3-month4.14%5.47%
1-year29.81%50.44%
3-year1.94%13.15%
5-year9.83%13.75%
10-year7.38%11.35%
Last bull market37.12%25.95%
Last bear market-28.16%-22.55%

Annual total return (%) history

Year
HDPMXCategory
2024
N/AN/A
2023
29.80%N/A
2022
-21.80%N/A
2021
29.50%N/A
2020
29.58%12.39%
2019
23.02%26.21%
2018
-34.18%-11.15%
2017
13.83%15.93%
2016
39.78%14.14%
2015
-11.48%-4.75%
2014
7.30%7.80%
2013
57.24%34.10%
2012
16.07%16.15%
2011
-13.42%-3.81%
2010
21.08%22.52%
2009
36.26%37.39%
2008
-49.49%-39.18%
2007
8.47%4.85%
2006
17.77%14.03%
2005
17.26%9.25%
2004
24.45%16.30%
2003
80.24%36.28%
2002
-26.29%-16.55%
2001
11.15%-3.12%
2000
-28.97%6.36%
1999
7.56%20.92%
1998
22.53%10.36%
1997
31.72%25.92%
1996
27.48%19.23%
1995
25.49%30.17%
1994
0.98%-1.60%
1993
6.20%14.35%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.68%N/AN/AN/A
20237.60%6.15%0.68%12.87%
2022-3.90%-28.16%0.12%13.14%
202121.18%9.11%-5.73%3.90%
2020-44.27%54.30%16.23%29.65%
201927.10%-2.25%-4.93%4.16%
2018-2.22%0.95%-1.53%-32.28%
2017-0.51%-2.85%5.35%11.80%
20166.45%4.35%14.11%10.29%
20151.96%-2.31%-9.51%-1.79%
20145.67%5.84%0.68%-4.71%
201317.81%9.43%10.26%10.62%
201210.75%-4.25%6.23%3.04%
20114.16%-0.68%-22.91%8.56%
20107.14%-12.12%11.62%15.21%
2009-17.91%22.80%29.30%4.54%
2008-10.28%7.23%-22.55%-32.21%
20073.97%8.42%1.20%-4.91%
200611.97%-3.04%-1.45%10.08%
2005-0.10%3.35%10.44%2.84%
20046.76%-0.46%-1.72%19.15%
2003-6.26%45.08%14.29%15.96%
20020.57%-13.52%-19.26%4.95%
2001-10.43%21.59%-21.47%29.97%
200014.12%-19.03%1.63%-24.36%
19997.56%2.18%-15.19%15.40%
19988.82%1.11%-17.19%34.49%
19971.46%12.90%20.69%-4.72%
199613.29%6.37%0.45%5.31%
19957.44%6.87%13.17%-3.43%
1994-1.28%-6.84%7.05%2.58%
19934.90%-2.21%3.30%0.22%

Rank in category (by total return)

YTD70
1-month98
3-month50
1-year4
3-year68
5-year25

Load adjusted returns

1-year29.81%
3-year1.94%
5-year9.83%
10-year7.38%