HRIOX vs. KGGAX
Compare and contrast key facts about Hood River International Opportunity Fund (HRIOX) and Kopernik Global All-Cap Fund Class A (KGGAX).
HRIOX is managed by Hood River Capital Management. It was launched on Sep 27, 2021. KGGAX is managed by Kopernik. It was launched on Nov 1, 2013.
Performance
HRIOX vs. KGGAX - Performance Comparison
Loading graphics...
HRIOX vs. KGGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
HRIOX Hood River International Opportunity Fund | 10.79% | 43.32% | 20.19% | 30.74% | -25.86% | 2.01% |
KGGAX Kopernik Global All-Cap Fund Class A | 7.29% | 64.46% | -4.79% | 13.08% | -9.24% | -2.02% |
Returns By Period
In the year-to-date period, HRIOX achieves a 10.79% return, which is significantly higher than KGGAX's 7.29% return.
HRIOX
- 1D
- 4.34%
- 1M
- -9.90%
- YTD
- 10.79%
- 6M
- 17.35%
- 1Y
- 77.60%
- 3Y*
- 32.28%
- 5Y*
- —
- 10Y*
- —
KGGAX
- 1D
- 2.57%
- 1M
- -7.09%
- YTD
- 7.29%
- 6M
- 14.89%
- 1Y
- 54.61%
- 3Y*
- 22.34%
- 5Y*
- 12.91%
- 10Y*
- 14.57%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HRIOX vs. KGGAX - Expense Ratio Comparison
HRIOX has a 1.50% expense ratio, which is higher than KGGAX's 1.26% expense ratio.
Return for Risk
HRIOX vs. KGGAX — Risk / Return Rank
HRIOX
KGGAX
HRIOX vs. KGGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hood River International Opportunity Fund (HRIOX) and Kopernik Global All-Cap Fund Class A (KGGAX). 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 | KGGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.20 | 3.54 | -0.34 |
Sortino ratioReturn per unit of downside risk | 3.83 | 4.19 | -0.36 |
Omega ratioGain probability vs. loss probability | 1.54 | 1.63 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 5.61 | 5.00 | +0.60 |
Martin ratioReturn relative to average drawdown | 22.51 | 18.23 | +4.29 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| HRIOX | KGGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.20 | 3.54 | -0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.86 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.97 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.61 | +0.12 |
Correlation
The correlation between HRIOX and KGGAX is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
HRIOX vs. KGGAX - Dividend Comparison
HRIOX's dividend yield for the trailing twelve months is around 5.31%, less than KGGAX's 15.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRIOX Hood River International Opportunity Fund | 5.31% | 5.88% | 0.16% | 1.44% | 0.00% | 0.21% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
KGGAX Kopernik Global All-Cap Fund Class A | 15.02% | 16.11% | 1.04% | 8.29% | 13.22% | 9.00% | 4.59% | 2.72% | 0.00% | 4.12% | 3.09% | 0.40% |
Drawdowns
HRIOX vs. KGGAX - Drawdown Comparison
The maximum HRIOX drawdown since its inception was -38.76%, smaller than the maximum KGGAX drawdown of -45.27%. Use the drawdown chart below to compare losses from any high point for HRIOX and KGGAX.
Loading graphics...
Drawdown Indicators
| HRIOX | KGGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.76% | -45.27% | +6.51% |
Max Drawdown (1Y)Largest decline over 1 year | -13.78% | -10.63% | -3.15% |
Max Drawdown (5Y)Largest decline over 5 years | — | -26.59% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.90% | — |
Current DrawdownCurrent decline from peak | -10.04% | -7.14% | -2.90% |
Average DrawdownAverage peak-to-trough decline | -12.71% | -9.76% | -2.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.43% | 2.92% | +0.51% |
Volatility
HRIOX vs. KGGAX - Volatility Comparison
Hood River International Opportunity Fund (HRIOX) has a higher volatility of 10.97% compared to Kopernik Global All-Cap Fund Class A (KGGAX) at 6.36%. This indicates that HRIOX's price experiences larger fluctuations and is considered to be riskier than KGGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| HRIOX | KGGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.97% | 6.36% | +4.61% |
Volatility (6M)Calculated over the trailing 6-month period | 18.27% | 12.51% | +5.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.67% | 15.41% | +9.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.85% | 15.10% | +5.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.85% | 15.08% | +5.77% |