HRSMX vs. IMCG
Compare and contrast key facts about Hood River Small-Cap Growth Fund (HRSMX) and iShares Morningstar Mid-Cap Growth ETF (IMCG).
HRSMX is managed by Hood River Capital Management. It was launched on Jan 2, 2003. IMCG is a passively managed fund by iShares that tracks the performance of the Morningstar US Mid Cap Broad Growth Index. It was launched on Jun 28, 2004.
Performance
HRSMX vs. IMCG - Performance Comparison
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HRSMX vs. IMCG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HRSMX Hood River Small-Cap Growth Fund | 5.38% | 23.85% | 35.48% | 21.52% | -27.99% | 23.19% | 60.80% | 24.13% | -6.91% | 20.60% |
IMCG iShares Morningstar Mid-Cap Growth ETF | 0.05% | 6.55% | 18.14% | 20.73% | -25.79% | 15.39% | 45.64% | 35.70% | -3.68% | 25.57% |
Returns By Period
In the year-to-date period, HRSMX achieves a 5.38% return, which is significantly higher than IMCG's 0.05% return. Over the past 10 years, HRSMX has outperformed IMCG with an annualized return of 17.50%, while IMCG has yielded a comparatively lower 12.72% annualized return.
HRSMX
- 1D
- 5.79%
- 1M
- -7.21%
- YTD
- 5.38%
- 6M
- 10.43%
- 1Y
- 54.19%
- 3Y*
- 26.46%
- 5Y*
- 10.91%
- 10Y*
- 17.50%
IMCG
- 1D
- 1.26%
- 1M
- -5.48%
- YTD
- 0.05%
- 6M
- -2.78%
- 1Y
- 11.82%
- 3Y*
- 12.40%
- 5Y*
- 5.34%
- 10Y*
- 12.72%
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HRSMX vs. IMCG - Expense Ratio Comparison
HRSMX has a 1.09% expense ratio, which is higher than IMCG's 0.06% expense ratio.
Return for Risk
HRSMX vs. IMCG — Risk / Return Rank
HRSMX
IMCG
HRSMX vs. IMCG - Risk-Adjusted Trends Comparison
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.
| HRSMX | IMCG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.79 | 0.58 | +1.21 |
Sortino ratioReturn per unit of downside risk | 2.38 | 0.97 | +1.41 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.13 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 3.49 | 0.97 | +2.53 |
Martin ratioReturn relative to average drawdown | 13.94 | 3.96 | +9.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HRSMX | IMCG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.79 | 0.58 | +1.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.27 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.62 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.50 | +0.03 |
Correlation
The correlation between HRSMX and IMCG is 0.89, 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.
Dividends
HRSMX vs. IMCG - Dividend Comparison
HRSMX's dividend yield for the trailing twelve months is around 4.01%, more than IMCG's 0.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRSMX Hood River Small-Cap Growth Fund | 4.01% | 4.23% | 3.75% | 0.00% | 0.00% | 19.96% | 6.28% | 0.00% | 4.59% | 6.74% | 0.00% | 5.73% |
IMCG iShares Morningstar Mid-Cap Growth ETF | 0.79% | 0.78% | 0.78% | 0.85% | 0.91% | 0.41% | 0.09% | 0.30% | 0.35% | 0.45% | 0.52% | 0.38% |
Drawdowns
HRSMX vs. IMCG - Drawdown Comparison
The maximum HRSMX drawdown since its inception was -64.92%, 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.
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Drawdown Indicators
| HRSMX | IMCG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.92% | -58.96% | -5.96% |
Max Drawdown (1Y)Largest decline over 1 year | -14.89% | -12.99% | -1.90% |
Max Drawdown (5Y)Largest decline over 5 years | -38.49% | -35.08% | -3.41% |
Max Drawdown (10Y)Largest decline over 10 years | -40.74% | -35.08% | -5.66% |
Current DrawdownCurrent decline from peak | -7.21% | -5.73% | -1.48% |
Average DrawdownAverage peak-to-trough decline | -13.16% | -9.29% | -3.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.73% | 3.16% | +0.57% |
Volatility
HRSMX vs. IMCG - Volatility Comparison
Hood River Small-Cap Growth Fund (HRSMX) has a higher volatility of 12.35% compared to iShares Morningstar Mid-Cap Growth ETF (IMCG) at 7.19%. 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.
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Volatility by Period
| HRSMX | IMCG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.35% | 7.19% | +5.16% |
Volatility (6M)Calculated over the trailing 6-month period | 21.73% | 12.15% | +9.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.18% | 20.30% | +9.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.18% | 20.09% | +7.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.82% | 20.44% | +5.38% |