DISMX vs. HRIOX
Compare and contrast key facts about DFA International Small Cap Growth Portfolio (DISMX) and Hood River International Opportunity Fund (HRIOX).
DISMX is managed by Dimensional. It was launched on Dec 19, 2012. HRIOX is managed by Hood River Capital Management. It was launched on Sep 27, 2021.
Performance
DISMX vs. HRIOX - Performance Comparison
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DISMX vs. HRIOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
DISMX DFA International Small Cap Growth Portfolio | -4.33% | 27.95% | 1.30% | 11.55% | -25.16% | -1.29% |
HRIOX Hood River International Opportunity Fund | 6.18% | 43.32% | 20.19% | 30.74% | -25.86% | 2.01% |
Returns By Period
In the year-to-date period, DISMX achieves a -4.33% return, which is significantly lower than HRIOX's 6.18% return.
DISMX
- 1D
- -0.47%
- 1M
- -12.22%
- YTD
- -4.33%
- 6M
- -3.35%
- 1Y
- 18.68%
- 3Y*
- 9.25%
- 5Y*
- 1.85%
- 10Y*
- 6.31%
HRIOX
- 1D
- -2.32%
- 1M
- -13.38%
- YTD
- 6.18%
- 6M
- 13.19%
- 1Y
- 71.03%
- 3Y*
- 30.42%
- 5Y*
- —
- 10Y*
- —
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DISMX vs. HRIOX - Expense Ratio Comparison
DISMX has a 0.53% expense ratio, which is lower than HRIOX's 1.50% expense ratio.
Return for Risk
DISMX vs. HRIOX — Risk / Return Rank
DISMX
HRIOX
DISMX vs. HRIOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA International Small Cap Growth Portfolio (DISMX) and Hood River International Opportunity Fund (HRIOX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| DISMX | HRIOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.12 | 2.89 | -1.77 |
Sortino ratioReturn per unit of downside risk | 1.55 | 3.52 | -1.97 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.50 | -0.28 |
Calmar ratioReturn relative to maximum drawdown | 1.35 | 4.81 | -3.46 |
Martin ratioReturn relative to average drawdown | 5.36 | 19.64 | -14.28 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DISMX | HRIOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.12 | 2.89 | -1.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.68 | -0.24 |
Correlation
The correlation between DISMX and HRIOX is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
DISMX vs. HRIOX - Dividend Comparison
DISMX's dividend yield for the trailing twelve months is around 2.06%, less than HRIOX's 5.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DISMX DFA International Small Cap Growth Portfolio | 2.06% | 1.98% | 2.48% | 2.15% | 2.17% | 1.89% | 1.11% | 2.31% | 5.59% | 3.79% | 1.73% | 2.75% |
HRIOX Hood River International Opportunity Fund | 5.54% | 5.88% | 0.16% | 1.44% | 0.00% | 0.21% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DISMX vs. HRIOX - Drawdown Comparison
The maximum DISMX drawdown since its inception was -41.53%, which is greater than HRIOX's maximum drawdown of -38.76%. Use the drawdown chart below to compare losses from any high point for DISMX and HRIOX.
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Drawdown Indicators
| DISMX | HRIOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.53% | -38.76% | -2.77% |
Max Drawdown (1Y)Largest decline over 1 year | -12.22% | -13.78% | +1.56% |
Max Drawdown (5Y)Largest decline over 5 years | -41.53% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -41.53% | — | — |
Current DrawdownCurrent decline from peak | -12.22% | -13.78% | +1.56% |
Average DrawdownAverage peak-to-trough decline | -10.60% | -12.72% | +2.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.07% | 3.37% | -0.30% |
Volatility
DISMX vs. HRIOX - Volatility Comparison
The current volatility for DFA International Small Cap Growth Portfolio (DISMX) is 6.07%, while Hood River International Opportunity Fund (HRIOX) has a volatility of 9.83%. This indicates that DISMX experiences smaller price fluctuations and is considered to be less risky than HRIOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DISMX | HRIOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.07% | 9.83% | -3.76% |
Volatility (6M)Calculated over the trailing 6-month period | 10.27% | 17.85% | -7.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.61% | 24.37% | -8.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.59% | 20.76% | -4.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.28% | 20.76% | -4.48% |