GOGFX vs. HRSMX
Compare and contrast key facts about Victory Sycamore Small Company Opportunity Fund (GOGFX) and Hood River Small-Cap Growth Fund (HRSMX).
GOGFX is managed by Victory. It was launched on Aug 16, 1983. HRSMX is managed by Hood River Capital Management. It was launched on Jan 2, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GOGFX or HRSMX.
Correlation
The correlation between GOGFX and HRSMX is 0.86, 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.
Performance
GOGFX vs. HRSMX - Performance Comparison
Key characteristics
GOGFX:
-0.15
HRSMX:
0.95
GOGFX:
-0.08
HRSMX:
1.37
GOGFX:
0.99
HRSMX:
1.17
GOGFX:
-0.11
HRSMX:
0.71
GOGFX:
-0.41
HRSMX:
3.91
GOGFX:
6.95%
HRSMX:
5.61%
GOGFX:
19.13%
HRSMX:
22.90%
GOGFX:
-59.72%
HRSMX:
-65.94%
GOGFX:
-24.03%
HRSMX:
-13.84%
Returns By Period
In the year-to-date period, GOGFX achieves a 0.41% return, which is significantly higher than HRSMX's -1.72% return. Over the past 10 years, GOGFX has underperformed HRSMX with an annualized return of 1.31%, while HRSMX has yielded a comparatively higher 8.51% annualized return.
GOGFX
0.41%
-3.39%
-4.19%
-1.48%
0.60%
1.31%
HRSMX
-1.72%
-6.40%
3.60%
25.74%
10.26%
8.51%
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GOGFX vs. HRSMX - Expense Ratio Comparison
GOGFX has a 1.42% expense ratio, which is higher than HRSMX's 1.09% expense ratio.
Risk-Adjusted Performance
GOGFX vs. HRSMX — Risk-Adjusted Performance Rank
GOGFX
HRSMX
GOGFX vs. HRSMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Sycamore Small Company Opportunity Fund (GOGFX) 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.
Dividends
GOGFX vs. HRSMX - Dividend Comparison
GOGFX's dividend yield for the trailing twelve months is around 0.42%, while HRSMX has not paid dividends to shareholders.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
---|---|---|---|---|---|---|---|---|---|---|
GOGFX Victory Sycamore Small Company Opportunity Fund | 0.42% | 0.42% | 0.29% | 0.21% | 0.00% | 0.24% | 0.33% | 0.09% | 0.28% | 0.12% |
HRSMX Hood River Small-Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
GOGFX vs. HRSMX - Drawdown Comparison
The maximum GOGFX drawdown since its inception was -59.72%, smaller than the maximum HRSMX drawdown of -65.94%. Use the drawdown chart below to compare losses from any high point for GOGFX and HRSMX. For additional features, visit the drawdowns tool.
Volatility
GOGFX vs. HRSMX - Volatility Comparison
The current volatility for Victory Sycamore Small Company Opportunity Fund (GOGFX) is 3.70%, while Hood River Small-Cap Growth Fund (HRSMX) has a volatility of 7.03%. This indicates that GOGFX 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.