Hood River Small-Cap Growth Fund (HRSMX)

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The chart shows the growth of an initial investment of $10,000 in Hood River Small-Cap Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Hood River Small-Cap Growth Fund (HRSMX) has returned -0.38% so far this year and 45.41% over the past 12 months. Looking at the last ten years, HRSMX has achieved an annualized return of 16.84%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Jan 6, 2003, HRSMX's average daily return is +0.06%, while the average monthly return is +1.18%. At this rate, your investment would double in approximately 4.9 years.

Historically, 62% of months were positive and 38% were negative. The best month was Nov 2020 with a return of +17.7%, while the worst month was Oct 2008 at -17.7%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.

On a daily basis, HRSMX closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +10.4%, while the worst single day was Dec 13, 2007 at -16.4%.

Hood River Small-Cap Growth Fund has an annualized alpha of 3.79%, beta of 1.12, and R² of 0.74 versus S&P 500 Index. Calculated based on daily prices since January 07, 2003.

• This fund captured 138.69% of S&P 500 Index gains and 117.57% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• This fund generated an annualized alpha of 3.79% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 1.12 and R² of 0.74, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

HRSMX has a high expense ratio of 1.09%, indicating above-average management fees.

HRSMX ranks 82 for risk / return — in the top 82% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for Hood River Small-Cap Growth Fund (HRSMX) and compare them to a chosen benchmark (S&P 500 Index).

Hood River Small-Cap Growth Fund provided a 4.25% dividend yield over the last twelve months, with an annual payout of $3.74 per share.

The table displays the monthly dividend distributions for Hood River Small-Cap Growth 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 Hood River Small-Cap Growth 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 Small-Cap Growth Fund was 64.92%, occurring on Mar 9, 2009. Recovery took 992 trading sessions.

The current Hood River Small-Cap Growth Fund drawdown is 12.29%.

The chart below shows the rolling one-month volatility.