Hodges Small Cap Institutional (HDSIX)

19.10 -0.49 (-2.50%) USD  |  Jun 29 2022

HDSIX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of June 29, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Hodges Small Cap Institutional
21.08%
46.04%
6.40%
-8.50%
16.59%
9.52%
-16.11%
17.03%
17.27%
36.42%
-19.03%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-19.27%
Invesco Small Cap Equity Y
13.79%
37.07%
2.36%
-5.37%
12.02%
13.88%
-14.92%
26.36%
27.70%
20.27%
-24.97%
Nuveen Small Cap Select I
12.38%
32.27%
5.65%
-1.77%
21.65%
9.97%
-11.06%
29.05%
18.65%
24.67%
-23.54%
SGI Small Cap Core Fund I Shares
26.17%
46.87%
2.38%
-7.69%
19.77%
17.07%
-16.00%
24.05%
21.56%
19.70%
-17.00%
BNY Mellon Select Managers Sm Cp Val I
18.08%
39.52%
3.38%
-7.56%
22.16%
12.47%
-14.89%
25.00%
17.43%
23.27%
-19.34%
As of June 29, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Hodges Small Cap Institutional
-15.15%
-18.79%
-19.10%
-20.54%
8.38%
8.21%
9.76%
--
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8.83%
S&P 500 Total Return
-8.03%
-17.21%
-19.71%
-9.72%
10.92%
11.54%
13.05%
8.60%
9.13%
9.85%
Invesco Small Cap Equity Y
-9.28%
-19.17%
-25.06%
-23.59%
6.90%
6.17%
8.61%
6.17%
7.56%
7.00%
Nuveen Small Cap Select I
-8.88%
-18.50%
-23.76%
-21.85%
6.96%
6.86%
9.73%
6.78%
8.99%
9.75%
SGI Small Cap Core Fund I Shares
-9.05%
-14.37%
-17.06%
-18.49%
8.74%
7.45%
10.86%
6.25%
8.68%
10.28%
BNY Mellon Select Managers Sm Cp Val I
-10.18%
-17.38%
-19.52%
-16.96%
7.53%
6.33%
9.58%
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11.45%
As of June 29, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of May 31, 2022