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Hood River Small-Cap Growth Instl (HRSMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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65.31+0.01 (+0.02%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.94%
5-year average return15.42%
Number of years up15
Number of years down5
Best 1-yr total return (15 May 2024)60.68%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return60.68%
Worst 3-yr total return2.70%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHRSMXCategory
YTD7.48%12.40%
1-month-5.74%3.37%
3-month9.23%4.88%
1-year24.79%55.69%
3-year-0.35%19.34%
5-year13.83%20.72%
10-year12.70%13.98%
Last bull market41.69%27.85%
Last bear market-21.69%-24.06%

Annual total return (%) history

Year
HRSMXCategory
2024
N/AN/A
2023
21.52%N/A
2022
-27.99%N/A
2021
23.78%N/A
2020
60.68%38.62%
2019
24.13%27.68%
2018
-6.84%-5.76%
2017
20.69%21.50%
2016
13.50%11.20%
2015
0.80%-2.41%
2014
8.56%2.44%
2013
43.94%40.91%
2012
23.06%13.15%
2011
-5.24%-3.55%
2010
24.58%26.98%
2009
42.42%35.46%
2008
-39.86%-41.55%
2007
-0.12%7.59%
2006
11.97%10.81%
2005
7.67%6.02%
2004
7.55%12.41%
2003
N/A45.54%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202414.03%N/AN/AN/A
20236.25%8.11%-8.47%15.58%
2022-11.35%-21.69%4.15%-0.40%
202111.33%8.17%-1.99%4.86%
2020-22.86%38.85%14.65%30.84%
201918.74%4.12%-8.54%9.78%
20181.77%8.27%11.66%-24.28%
20176.24%7.37%3.51%2.22%
2016-4.10%0.14%15.01%2.76%
20158.02%0.03%-11.13%4.97%
20140.35%1.71%-2.30%8.87%
201312.73%4.44%10.81%10.34%
201216.35%-5.34%10.05%1.54%
20118.54%-0.16%-23.59%14.44%
20108.66%-10.60%10.88%15.67%
2009-7.42%22.35%18.91%5.74%
2008-13.07%2.96%-9.33%-25.90%
20074.32%4.60%-0.58%-7.94%
200615.97%-7.80%-2.60%7.52%
2005-5.79%3.41%6.84%3.44%
20042.96%0.24%-7.58%12.76%
200327.73%15.99%12.50%N/A

Rank in category (by total return)

YTD7
1-month25
3-month3
1-year4
3-year14
5-year5

Load adjusted returns

1-year24.79%
3-year-0.35%
5-year13.83%
10-year12.70%