HRIOX vs. DISMX
Compare and contrast key facts about Hood River International Opportunity Fund (HRIOX) and DFA International Small Cap Growth Portfolio (DISMX).
HRIOX is managed by Hood River Capital Management. It was launched on Sep 27, 2021. DISMX is managed by Dimensional. It was launched on Dec 19, 2012.
Performance
HRIOX vs. DISMX - Performance Comparison
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HRIOX vs. DISMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
HRIOX Hood River International Opportunity Fund | 6.18% | 43.32% | 20.19% | 30.74% | -25.86% | 2.01% |
DISMX DFA International Small Cap Growth Portfolio | -4.33% | 27.95% | 1.30% | 11.55% | -25.16% | -1.29% |
Returns By Period
In the year-to-date period, HRIOX achieves a 6.18% return, which is significantly higher than DISMX's -4.33% return.
HRIOX
- 1D
- -2.32%
- 1M
- -13.38%
- YTD
- 6.18%
- 6M
- 13.19%
- 1Y
- 71.03%
- 3Y*
- 30.42%
- 5Y*
- —
- 10Y*
- —
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%
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HRIOX vs. DISMX - Expense Ratio Comparison
HRIOX has a 1.50% expense ratio, which is higher than DISMX's 0.53% expense ratio.
Return for Risk
HRIOX vs. DISMX — Risk / Return Rank
HRIOX
DISMX
HRIOX vs. DISMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hood River International Opportunity Fund (HRIOX) and DFA International Small Cap Growth Portfolio (DISMX). 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.
| HRIOX | DISMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.89 | 1.12 | +1.77 |
Sortino ratioReturn per unit of downside risk | 3.52 | 1.55 | +1.97 |
Omega ratioGain probability vs. loss probability | 1.50 | 1.22 | +0.28 |
Calmar ratioReturn relative to maximum drawdown | 4.81 | 1.35 | +3.46 |
Martin ratioReturn relative to average drawdown | 19.64 | 5.36 | +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
| HRIOX | DISMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.89 | 1.12 | +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 | 0.68 | 0.45 | +0.24 |
Correlation
The correlation between HRIOX and DISMX 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
HRIOX vs. DISMX - Dividend Comparison
HRIOX's dividend yield for the trailing twelve months is around 5.54%, more than DISMX's 2.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
HRIOX vs. DISMX - Drawdown Comparison
The maximum HRIOX drawdown since its inception was -38.76%, smaller than the maximum DISMX drawdown of -41.53%. Use the drawdown chart below to compare losses from any high point for HRIOX and DISMX.
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Drawdown Indicators
| HRIOX | DISMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.76% | -41.53% | +2.77% |
Max Drawdown (1Y)Largest decline over 1 year | -13.78% | -12.22% | -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 | -13.78% | -12.22% | -1.56% |
Average DrawdownAverage peak-to-trough decline | -12.72% | -10.60% | -2.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.37% | 3.07% | +0.30% |
Volatility
HRIOX vs. DISMX - Volatility Comparison
Hood River International Opportunity Fund (HRIOX) has a higher volatility of 9.83% compared to DFA International Small Cap Growth Portfolio (DISMX) at 6.07%. This indicates that HRIOX's price experiences larger fluctuations and is considered to be riskier than DISMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HRIOX | DISMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.83% | 6.07% | +3.76% |
Volatility (6M)Calculated over the trailing 6-month period | 17.85% | 10.27% | +7.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.37% | 15.61% | +8.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.76% | 16.59% | +4.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.76% | 16.28% | +4.48% |