HRSMX vs. WGROX

In the year-to-date period, HRSMX achieves a -9.41% return, which is significantly lower than WGROX's -7.43% return. Over the past 10 years, HRSMX has outperformed WGROX with an annualized return of 12.06%, while WGROX has yielded a comparatively lower 10.61% annualized return.

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HRSMX has a 1.09% expense ratio, which is lower than WGROX's 1.17% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Hood River Small-Cap Growth Fund (HRSMX) and Wasatch Core Growth Fund (WGROX). 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 0.22, which is comparable to the WGROX Sharpe Ratio of 0.22. The chart below compares the historical Sharpe Ratios of HRSMX and WGROX, 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's dividend yield for the trailing twelve months is around 4.14%, less than WGROX's 9.96% yield.

The maximum HRSMX drawdown since its inception was -58.32%, smaller than the maximum WGROX drawdown of -61.61%. Use the drawdown chart below to compare losses from any high point for HRSMX and WGROX.

The current volatility for Hood River Small-Cap Growth Fund (HRSMX) is 6.38%, while Wasatch Core Growth Fund (WGROX) has a volatility of 7.44%. This indicates that HRSMX experiences smaller price fluctuations and is considered to be less risky than WGROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.