HRSMX vs. CSMCX
Compare and contrast key facts about Hood River Small-Cap Growth Fund (HRSMX) and Congress Small Cap Growth Fund (CSMCX).
HRSMX is managed by Hood River Capital Management. It was launched on Jan 2, 2003. CSMCX is managed by Congress. It was launched on Dec 9, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HRSMX or CSMCX.
Performance
HRSMX vs. CSMCX - Performance Comparison
Returns By Period
In the year-to-date period, HRSMX achieves a 46.58% return, which is significantly higher than CSMCX's 28.14% return. Over the past 10 years, HRSMX has outperformed CSMCX with an annualized return of 10.50%, while CSMCX has yielded a comparatively lower 3.72% annualized return.
HRSMX
46.58%
9.68%
26.07%
63.47%
15.82%
10.50%
CSMCX
28.14%
10.24%
18.55%
41.00%
10.97%
3.72%
Key characteristics
HRSMX | CSMCX | |
---|---|---|
Sharpe Ratio | 2.83 | 2.13 |
Sortino Ratio | 3.61 | 2.91 |
Omega Ratio | 1.45 | 1.36 |
Calmar Ratio | 1.59 | 1.19 |
Martin Ratio | 18.81 | 13.94 |
Ulcer Index | 3.37% | 2.94% |
Daily Std Dev | 22.39% | 19.26% |
Max Drawdown | -65.94% | -59.87% |
Current Drawdown | -1.08% | -7.08% |
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HRSMX vs. CSMCX - Expense Ratio Comparison
HRSMX has a 1.09% expense ratio, which is higher than CSMCX's 1.00% expense ratio.
Correlation
The correlation between HRSMX and CSMCX is 0.91, 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.
Risk-Adjusted Performance
HRSMX vs. CSMCX - Risk-Adjusted Performance Comparison
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.
Dividends
HRSMX vs. CSMCX - Dividend Comparison
Neither HRSMX nor CSMCX has paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
Congress Small Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% |
Drawdowns
HRSMX vs. CSMCX - Drawdown Comparison
The maximum HRSMX drawdown since its inception was -65.94%, which is greater than CSMCX's maximum drawdown of -59.87%. Use the drawdown chart below to compare losses from any high point for HRSMX and CSMCX. For additional features, visit the drawdowns tool.
Volatility
HRSMX vs. CSMCX - Volatility Comparison
Hood River Small-Cap Growth Fund (HRSMX) has a higher volatility of 7.54% compared to Congress Small Cap Growth Fund (CSMCX) at 6.92%. 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.