FTHNX vs. HRSMX

In the year-to-date period, FTHNX achieves a 26.39% return, which is significantly lower than HRSMX's 46.58% return.

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FTHNX has a 1.03% expense ratio, which is lower than HRSMX's 1.09% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX) and Hood River Small-Cap Growth Fund (HRSMX). 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.

The current FTHNX Sharpe Ratio is 2.22, which is comparable to the HRSMX Sharpe Ratio of 2.83. The chart below compares the historical Sharpe Ratios of FTHNX and HRSMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FTHNX's dividend yield for the trailing twelve months is around 0.60%, while HRSMX has not paid dividends to shareholders.

The maximum FTHNX drawdown since its inception was -37.78%, smaller than the maximum HRSMX drawdown of -65.94%. Use the drawdown chart below to compare losses from any high point for FTHNX and HRSMX. For additional features, visit the drawdowns tool.

The current volatility for Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX) is 6.44%, while Hood River Small-Cap Growth Fund (HRSMX) has a volatility of 7.54%. This indicates that FTHNX experiences smaller price fluctuations and is considered to be less risky than HRSMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.