HRSMX vs. VISGX
Compare and contrast key facts about Hood River Small-Cap Growth Fund (HRSMX) and Vanguard Small Cap Growth Index Fund (VISGX).
HRSMX is managed by Hood River Capital Management. It was launched on Jan 2, 2003. VISGX is managed by Vanguard. It was launched on May 21, 1998.
Performance
HRSMX vs. VISGX - Performance Comparison
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HRSMX vs. VISGX - 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% |
VISGX Vanguard Small Cap Growth Index Fund | 0.23% | 8.18% | 14.80% | 22.91% | -28.50% | 5.58% | 35.11% | 32.60% | -5.81% | 21.78% |
Returns By Period
In the year-to-date period, HRSMX achieves a 5.38% return, which is significantly higher than VISGX's 0.23% return. Over the past 10 years, HRSMX has outperformed VISGX with an annualized return of 17.50%, while VISGX has yielded a comparatively lower 10.31% 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%
VISGX
- 1D
- 4.35%
- 1M
- -6.40%
- YTD
- 0.23%
- 6M
- 1.43%
- 1Y
- 20.03%
- 3Y*
- 12.25%
- 5Y*
- 2.02%
- 10Y*
- 10.31%
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HRSMX vs. VISGX - Expense Ratio Comparison
HRSMX has a 1.09% expense ratio, which is higher than VISGX's 0.19% expense ratio.
Return for Risk
HRSMX vs. VISGX — Risk / Return Rank
HRSMX
VISGX
HRSMX vs. VISGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hood River Small-Cap Growth Fund (HRSMX) and Vanguard Small Cap Growth Index Fund (VISGX). 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 | VISGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.79 | 0.84 | +0.95 |
Sortino ratioReturn per unit of downside risk | 2.38 | 1.33 | +1.05 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.18 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 3.49 | 1.38 | +2.12 |
Martin ratioReturn relative to average drawdown | 13.94 | 5.51 | +8.43 |
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 | VISGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.79 | 0.84 | +0.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.09 | +0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.45 | +0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.36 | +0.17 |
Correlation
The correlation between HRSMX and VISGX is 0.95, 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. VISGX - Dividend Comparison
HRSMX's dividend yield for the trailing twelve months is around 4.01%, more than VISGX's 0.40% 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% |
VISGX Vanguard Small Cap Growth Index Fund | 0.40% | 0.33% | 0.42% | 0.56% | 0.46% | 0.23% | 0.35% | 0.47% | 0.65% | 0.71% | 0.97% | 0.84% |
Drawdowns
HRSMX vs. VISGX - Drawdown Comparison
The maximum HRSMX drawdown since its inception was -64.92%, which is greater than VISGX's maximum drawdown of -58.74%. Use the drawdown chart below to compare losses from any high point for HRSMX and VISGX.
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Drawdown Indicators
| HRSMX | VISGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.92% | -58.74% | -6.18% |
Max Drawdown (1Y)Largest decline over 1 year | -14.89% | -14.49% | -0.40% |
Max Drawdown (5Y)Largest decline over 5 years | -38.49% | -38.41% | -0.08% |
Max Drawdown (10Y)Largest decline over 10 years | -40.74% | -38.70% | -2.04% |
Current DrawdownCurrent decline from peak | -7.21% | -7.54% | +0.33% |
Average DrawdownAverage peak-to-trough decline | -13.16% | -11.67% | -1.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.73% | 3.63% | +0.10% |
Volatility
HRSMX vs. VISGX - Volatility Comparison
Hood River Small-Cap Growth Fund (HRSMX) has a higher volatility of 12.35% compared to Vanguard Small Cap Growth Index Fund (VISGX) at 8.86%. This indicates that HRSMX's price experiences larger fluctuations and is considered to be riskier than VISGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HRSMX | VISGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.35% | 8.86% | +3.49% |
Volatility (6M)Calculated over the trailing 6-month period | 21.73% | 15.70% | +6.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.18% | 24.53% | +5.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.18% | 23.56% | +3.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.82% | 22.92% | +2.90% |