- Issuer
- Hood River
- Inception Date
- Sep 27, 2021
- Category
- Foreign Small & Mid Cap Equities
- Min. Investment
- $25,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
HRIOX Performance Chart
Hood River International Opportunity Fund (HRIOX) is up 19.1% since the beginning of the year. HRIOX is currently trading at $19 per share.
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Returns By Period
Hood River International Opportunity Fund (HRIOX) has returned 19.05% so far this year and 48.98% over the past 12 months.
Hood River International Opportunity Fund
- 1D
- 4.66%
- 1M
- -12.92%
- 6M
- 3.40%
- YTD
- 19.05%
- 1Y
- 48.98%
- 3Y*
- 28.39%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 15.81%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
HRIOX Monthly Returns History
Based on dividend-adjusted daily data since Oct 5, 2021, HRIOX's average daily return is +0.07%, while the average monthly return is +1.46%. At this rate, an investment would double in approximately 4.0 years.
Historically, 57% of months were positive and 43% were negative. The best month was Apr 2026 with a return of +20.6%, while the worst month was Jul 2026 at -16.5%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.
On a daily basis, HRIOX closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +7.7%, while the worst single day was Apr 4, 2025 at -7.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 15.14% | 6.47% | -9.62% | 20.56% | 7.56% | -0.70% | -16.54% | 19.05% | |||||
| 2025 | -1.37% | -3.47% | -6.55% | 4.90% | 9.34% | 10.64% | 1.89% | 7.80% | 8.41% | 9.47% | -4.70% | 2.18% | 43.32% |
| 2024 | 1.33% | 3.74% | 2.34% | -3.15% | 8.96% | 2.08% | 1.86% | -1.65% | 1.59% | -1.65% | 7.25% | -3.39% | 20.19% |
| 2023 | 8.98% | -1.94% | 0.87% | -1.23% | 5.33% | 6.60% | 5.97% | -3.34% | -3.99% | -6.97% | 10.63% | 8.05% | 30.74% |
| 2022 | -9.60% | -3.79% | 1.24% | -9.68% | -1.97% | -11.81% | 6.27% | -0.94% | -8.80% | 6.82% | 7.92% | -2.57% | -25.86% |
| 2021 | 3.59% | -2.41% | 0.90% | 2.01% |
Benchmark Metrics
Hood River International Opportunity Fund has an annualized alpha of 4.65%, beta of 0.98, and R2 of 0.58 versus S&P 500 Index. Calculated based on daily prices since October 05, 2021.
- This fund captured 134.39% of S&P 500 Index gains and 117.92% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 4.65% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 0.98 and R2 of 0.58, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 4.65%
- Beta
- 0.98
- R²
- 0.58
- Upside Capture
- 134.39%
- Downside Capture
- 117.92%
Expense Ratio
HRIOX has a high expense ratio of 1.50%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
HRIOX ranks 68 for risk / return — above 68% of mutual funds peers on PortfoliosLab. Its historical combined result is above most peers.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Hood River International Opportunity Fund (HRIOX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HRIOX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.40 | ||
| Sortino ratioReturn per unit of downside risk | +0.39 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.25 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.17 | 2.00 | +0.17 |
| Martin ratioReturn relative to average drawdown | 9.18 | 8.49 | +0.69 |
Dividends
Dividend History
Hood River International Opportunity Fund provided a 4.94% dividend yield over the last twelve months, with an annual payout of $0.93 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Dividend | $0.93 | $0.93 | $0.02 | $0.14 | $0.00 | $0.02 |
Dividend yield | 4.94% | 5.88% | 0.16% | 1.44% | 0.00% | 0.21% |
Monthly Dividends
The table displays the monthly dividend distributions for Hood River International Opportunity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.93 | $0.93 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.02 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.14 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.02 | $0.02 |
Drawdowns
Drawdowns Chart
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Hood River International Opportunity 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 Hood River International Opportunity Fund was 38.76%, occurring on Oct 14, 2022. Recovery took 389 trading sessions.
The current Hood River International Opportunity Fund drawdown is 20.41%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-38.76%Oct 2022 | 11mo 3d | 1y 6mo | 2y 5moNov 2021 - May 2024 | Bear market2022 |
-24.76%Apr 2025 | 3mo 29d | 1mo 27d | 5mo 26dDec 2024 - Jun 2025 | 2025 selloff2025 |
-23.96%Jul 2026 | 1mo 6d | — | 1mo 10dJun 2026 - now | — |
-13.78%Mar 2026 | 1mo 1d | 14d | 1mo 15dFeb 2026 - Apr 2026 | — |
-13.61%Aug 2024 | 19d | 3mo 22d | 4mo 11dJul 2024 - Nov 2024 | — |
Drawdown Indicators
| HRIOX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.76% | -56.78% | +18.02% |
Max Drawdown (1Y)Largest decline over 1 year | -23.96% | -9.10% | -14.86% |
Max Drawdown (3Y)Largest decline over 3 years | -24.76% | -18.90% | -5.86% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -20.41% | -1.58% | -18.83% |
Average DrawdownAverage peak-to-trough decline | -12.21% | -10.70% | -1.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.66% | 2.14% | +3.52% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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