Correlation
The correlation between HRSMX and FTHNX is 0.80, 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.
HRSMX vs. FTHNX
Compare and contrast key facts about Hood River Small-Cap Growth Fund (HRSMX) and Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX).
HRSMX is managed by Hood River Capital Management. It was launched on Jan 2, 2003. FTHNX is managed by Fuller & Thaler Asset Mgmt. It was launched on Sep 8, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HRSMX or FTHNX.
Performance
HRSMX vs. FTHNX - Performance Comparison
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Key characteristics
HRSMX:
0.22
FTHNX:
0.16
HRSMX:
0.45
FTHNX:
0.36
HRSMX:
1.06
FTHNX:
1.04
HRSMX:
0.16
FTHNX:
0.12
HRSMX:
0.42
FTHNX:
0.33
HRSMX:
12.31%
FTHNX:
8.96%
HRSMX:
28.98%
FTHNX:
21.80%
HRSMX:
-58.32%
FTHNX:
-37.78%
HRSMX:
-17.81%
FTHNX:
-12.46%
Returns By Period
In the year-to-date period, HRSMX achieves a -9.41% return, which is significantly lower than FTHNX's -3.32% return.
HRSMX
-9.41%
8.03%
-17.81%
6.24%
12.00%
16.38%
12.06%
FTHNX
-3.32%
4.68%
-11.64%
3.39%
11.77%
16.20%
N/A
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HRSMX vs. FTHNX - Expense Ratio Comparison
HRSMX has a 1.09% expense ratio, which is higher than FTHNX's 1.03% expense ratio.
Risk-Adjusted Performance
HRSMX vs. FTHNX — Risk-Adjusted Performance Rank
HRSMX
FTHNX
HRSMX vs. FTHNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hood River Small-Cap Growth Fund (HRSMX) and Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX). 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.
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Dividends
HRSMX vs. FTHNX - Dividend Comparison
HRSMX's dividend yield for the trailing twelve months is around 4.14%, less than FTHNX's 8.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
HRSMX Hood River Small-Cap Growth Fund | 4.14% | 3.75% | 0.00% | 0.00% | 19.96% | 6.28% | 0.00% | 4.59% | 6.74% | 0.00% | 5.73% |
FTHNX Fuller & Thaler Behavioral Small-Cap Equity Fund | 8.11% | 7.84% | 1.60% | 0.95% | 3.55% | 0.11% | 0.11% | 0.21% | 0.09% | 0.36% | 15.47% |
Drawdowns
HRSMX vs. FTHNX - Drawdown Comparison
The maximum HRSMX drawdown since its inception was -58.32%, which is greater than FTHNX's maximum drawdown of -37.78%. Use the drawdown chart below to compare losses from any high point for HRSMX and FTHNX.
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Volatility
HRSMX vs. FTHNX - Volatility Comparison
Hood River Small-Cap Growth Fund (HRSMX) has a higher volatility of 6.38% compared to Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX) at 5.78%. This indicates that HRSMX's price experiences larger fluctuations and is considered to be riskier than FTHNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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