HRSMX vs. IMCG

In the year-to-date period, HRSMX achieves a -13.38% return, which is significantly lower than IMCG's -1.41% return. Over the past 10 years, HRSMX has underperformed IMCG with an annualized return of 6.91%, while IMCG has yielded a comparatively higher 11.02% annualized return.

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HRSMX has a 1.09% expense ratio, which is higher than IMCG's 0.06% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Hood River Small-Cap Growth Fund (HRSMX) and iShares Morningstar Mid-Cap Growth ETF (IMCG). 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 -0.04, which is lower than the IMCG Sharpe Ratio of 0.46. The chart below compares the historical Sharpe Ratios of HRSMX and IMCG, 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 has not paid dividends to shareholders, while IMCG's dividend yield for the trailing twelve months is around 0.78%.

The maximum HRSMX drawdown since its inception was -65.94%, which is greater than IMCG's maximum drawdown of -58.96%. Use the drawdown chart below to compare losses from any high point for HRSMX and IMCG. For additional features, visit the drawdowns tool.

Hood River Small-Cap Growth Fund (HRSMX) has a higher volatility of 8.46% compared to iShares Morningstar Mid-Cap Growth ETF (IMCG) at 6.90%. This indicates that HRSMX's price experiences larger fluctuations and is considered to be riskier than IMCG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.