HRSMX vs. CSMCX

In the year-to-date period, HRSMX achieves a -9.05% return, which is significantly lower than CSMCX's -2.06% return. Over the past 10 years, HRSMX has outperformed CSMCX with an annualized return of 12.10%, while CSMCX has yielded a comparatively lower 11.31% annualized return.

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HRSMX has a 1.09% expense ratio, which is higher than CSMCX's 1.00% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Hood River Small-Cap Growth Fund (HRSMX) and Congress Small Cap Growth Fund (CSMCX). 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 HRSMX Sharpe Ratio is 0.25, which is lower than the CSMCX Sharpe Ratio of 0.38. The chart below compares the historical Sharpe Ratios of HRSMX and CSMCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HRSMX's dividend yield for the trailing twelve months is around 4.13%, while CSMCX has not paid dividends to shareholders.

The maximum HRSMX drawdown since its inception was -58.32%, roughly equal to the maximum CSMCX drawdown of -56.20%. Use the drawdown chart below to compare losses from any high point for HRSMX and CSMCX.

Hood River Small-Cap Growth Fund (HRSMX) has a higher volatility of 6.35% compared to Congress Small Cap Growth Fund (CSMCX) at 5.98%. This indicates that HRSMX's price experiences larger fluctuations and is considered to be riskier than CSMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.