Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HRSMX (HOOD RIVER SMALL-CAP GROWTH FUND INSTITUTIONAL SHARES) | 28.72% | 64.87% | 32.40% | 14.27% | 19.81% | 17.04% | 13.51% | … | … |
Data as of 06/10/2026, Common starting date is 01/06/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HRSMX (HOOD RIVER SMALL-CAP GROWTH FUND INSTITUTIONAL SHARES) | 01/06/2003 | 06/10/2026 |
| 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 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.65 | 64.87 | 32.40 | 14.27 | 19.81 | 17.04 | 13.51 | … | … | 28.72 | 21.12 | 30.91 | 21.52 | -27.99 | 2.92 | 50.66 | 24.13 | -6.91 | 20.60 | 13.50 | 0.73 | 8.56 | 43.94 | 23.06 | -5.24 | 24.58 | 42.42 | -39.79 | -0.22 | 11.97 | 7.68 | 7.55 | 59.59 |
| Sharpe Ratio | NA | 2.46 | 1.18 | 0.45 | 0.70 | NA | NA | … | … | 2.56 | 0.64 | 1.05 | 0.86 | -0.83 | 0.09 | 1.26 | 1.28 | -0.39 | 1.47 | 0.66 | 0.04 | 0.48 | 3.01 | 1.34 | -0.16 | 1.03 | 1.43 | -1.03 | -0.18 | 0.52 | 0.37 | 0.37 | 3.06 |
| Standard Deviation(%) | NA | 27.36 | 25.93 | 27.42 | 26.14 | NA | NA | … | … | 32.20 | 29.07 | 23.08 | 20.37 | 35.63 | 33.02 | 39.93 | 17.71 | 21.42 | 13.69 | 20.09 | 18.40 | 17.90 | 14.60 | 17.35 | 32.74 | 23.75 | 29.52 | 39.34 | 17.62 | 16.82 | 14.97 | 17.85 | 19.56 |
| Draw Down(%) | NA | 12.29 | 33.03 | 38.49 | 40.74 | NA | NA | … | … | 12.29 | 30.26 | 12.89 | 19.77 | 33.72 | 28.51 | 40.74 | 13.13 | 30.76 | 9.09 | 18.31 | 16.50 | 11.90 | 5.16 | 13.04 | 31.03 | 18.76 | 24.17 | 51.20 | 14.43 | 19.19 | 13.33 | 20.95 | 8.38 |
| Yield(%) | 0.00 | 5.20 | 4.12 | 5.17 | 9.61 | 11.18 | 8.97 | … | … | 0.00 | 4.99 | 5.01 | 0.00 | 0.00 | 20.88 | 9.39 | 0.00 | 4.04 | 7.60 | 0.00 | 5.52 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 16.05 | 8.63 | 0.37 | 2.15 | 0.00 |
Data as of 06/10/2026, Common starting date is 01/06/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRSMX (HOOD RIVER SMALL-CAP GROWTH FUND INSTITUTIONAL SHARES) |
-19.16%
Feb 2006 – Feb 2009 |
-8.30%
Feb 2004 – Feb 2009 |
5.98%
Jan 2006 – Jan 2016 |
7.73%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRSMX (HOOD RIVER SMALL-CAP GROWTH FUND INSTITUTIONAL SHARES) |
37.60%
May 2023 – May 2026 |
28.31%
Feb 2009 – Feb 2014 |
20.87%
Sep 2011 – Sep 2021 |
17.42%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart