Hodges Blue Chip Equity Income Fund (HDPBX)

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The chart shows the growth of an initial investment of $10,000 in Hodges Blue Chip Equity Income Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Hodges Blue Chip Equity Income Fund had a return of -4.67% year-to-date (YTD) and 1.84% in the last 12 months. Over the past 10 years, Hodges Blue Chip Equity Income Fund had an annualized return of 4.82%, while the S&P 500 had an annualized return of 10.27%, indicating that Hodges Blue Chip Equity Income Fund did not perform as well as the benchmark.

The table below presents the monthly returns of HDPBX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

The current rank of HDPBX is 30, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.

The charts below present risk-adjusted performance metrics for Hodges Blue Chip Equity Income Fund (HDPBX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

The current Hodges Blue Chip Equity Income Fund Sharpe ratio is 0.09. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Hodges Blue Chip Equity Income Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Hodges Blue Chip Equity Income Fund provided a 0.56% dividend yield over the last twelve months, with an annual payout of $0.13 per share.

The table displays the monthly dividend distributions for Hodges Blue Chip Equity Income Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Hodges Blue Chip Equity Income Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Hodges Blue Chip Equity Income Fund was 37.07%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.

The current Hodges Blue Chip Equity Income Fund drawdown is 18.89%.

The current Hodges Blue Chip Equity Income Fund volatility is 16.10%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.