HRSMX vs. VSMAX

In the year-to-date period, HRSMX achieves a 46.58% return, which is significantly higher than VSMAX's 22.00% return. Over the past 10 years, HRSMX has outperformed VSMAX with an annualized return of 10.50%, while VSMAX has yielded a comparatively lower 9.87% annualized return.

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HRSMX has a 1.09% expense ratio, which is higher than VSMAX's 0.05% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Hood River Small-Cap Growth Fund (HRSMX) and Vanguard Small-Cap Index Fund Admiral Shares (VSMAX). 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 2.83, which is higher than the VSMAX Sharpe Ratio of 2.10. The chart below compares the historical Sharpe Ratios of HRSMX and VSMAX, 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 VSMAX's dividend yield for the trailing twelve months is around 1.28%.

The maximum HRSMX drawdown since its inception was -65.94%, which is greater than VSMAX's maximum drawdown of -59.68%. Use the drawdown chart below to compare losses from any high point for HRSMX and VSMAX. For additional features, visit the drawdowns tool.

Hood River Small-Cap Growth Fund (HRSMX) has a higher volatility of 7.54% compared to Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) at 5.75%. This indicates that HRSMX's price experiences larger fluctuations and is considered to be riskier than VSMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.