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.
Correlation
The correlation between HRSMX and FTHNX is 0.84, 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. FTHNX - Performance Comparison
Key characteristics
HRSMX:
1.68
FTHNX:
0.69
HRSMX:
2.24
FTHNX:
1.02
HRSMX:
1.28
FTHNX:
1.14
HRSMX:
1.14
FTHNX:
0.81
HRSMX:
8.23
FTHNX:
2.35
HRSMX:
4.66%
FTHNX:
5.40%
HRSMX:
22.78%
FTHNX:
18.40%
HRSMX:
-65.94%
FTHNX:
-37.78%
HRSMX:
-7.77%
FTHNX:
-11.20%
Returns By Period
In the year-to-date period, HRSMX achieves a 5.20% return, which is significantly higher than FTHNX's 4.68% return.
HRSMX
5.20%
2.56%
12.74%
39.51%
13.12%
9.95%
FTHNX
4.68%
2.77%
-0.48%
12.52%
12.19%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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.
Dividends
HRSMX vs. FTHNX - Dividend Comparison
HRSMX has not paid dividends to shareholders, while FTHNX's dividend yield for the trailing twelve months is around 0.42%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FTHNX Fuller & Thaler Behavioral Small-Cap Equity Fund | 0.42% | 0.44% | 0.76% | 0.45% | 0.15% | 0.11% | 0.11% | 0.21% | 0.09% | 0.36% | 1.65% |
Drawdowns
HRSMX vs. FTHNX - Drawdown Comparison
The maximum HRSMX drawdown since its inception was -65.94%, 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. For additional features, visit the drawdowns tool.
Volatility
HRSMX vs. FTHNX - Volatility Comparison
Hood River Small-Cap Growth Fund (HRSMX) has a higher volatility of 4.69% compared to Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX) at 4.05%. 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.