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.
Key characteristics
| HRSMX | CSMCX | |
|---|---|---|
| YTD Return | 43.43% | 26.28% |
| 1Y Return | 69.19% | 45.60% |
| 3Y Return (Ann) | -1.08% | -2.51% |
| 5Y Return (Ann) | 15.74% | 10.46% |
| 10Y Return (Ann) | 10.41% | 3.64% |
| Sharpe Ratio | 3.07 | 2.26 |
| Sortino Ratio | 3.90 | 3.11 |
| Omega Ratio | 1.49 | 1.38 |
| Calmar Ratio | 1.58 | 1.17 |
| Martin Ratio | 20.84 | 15.36 |
| Ulcer Index | 3.32% | 2.87% |
| Daily Std Dev | 22.53% | 19.47% |
| Max Drawdown | -65.94% | -59.87% |
| Current Drawdown | -3.21% | -8.43% |
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.
Performance
HRSMX vs. CSMCX - Performance Comparison
In the year-to-date period, HRSMX achieves a 43.43% return, which is significantly higher than CSMCX's 26.28% return. Over the past 10 years, HRSMX has outperformed CSMCX with an annualized return of 10.41%, while CSMCX has yielded a comparatively lower 3.64% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
CSMCX 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) and Congress Small Cap Growth Fund (CSMCX) have volatilities of 6.64% and 6.55%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.