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Hood River Small-cap Growth Fund, Institutional Shares: (MF: HRSMX)

(NASDAQ Mutual Funds) As of Jul 14, 2025 08:00 PM ET

$73.46 USD

+0.85 (1.17%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD -0.88 34
3 months 16.81 3
6 months -0.88 34
1 Year 14.73 6
3 Year 19.20 1
5 Year 16.90 5
10 Year 13.20 1

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -53.02
Bull Market (2/09 - 3/21) 1,291.70

Load Adjusted Returns as of Jun 30, 2025

1 Year 14.73
5 Year 16.89
10 Year 13.20
Since Inception 13.13

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -15.15 16.81 NA NA
2024 14.02 2.70 12.14 3.21
2023 6.24 8.11 -8.47 15.58
2022 -11.35 -21.68 4.14 -0.40
2021 11.33 8.17 -1.98 4.85
2020 -22.85 38.85 14.64 30.83

Annual Return

20252024202320222021202020192018201720162015
% Total Return -0.8835.5621.51-27.9823.7760.6824.13-6.8320.6713.490.79
% Total Return Rel to Index -7.0910.53-4.72-9.78-4.9042.28-7.35-2.44-1.121.55-0.59
% Total Return Rel to Peer 0.9023.635.44-8.474.4641.68-1.303.945.07-2.455.52
% Perf Quintile vs Peer* 0.000.001.004.003.001.004.002.002.004.001.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.002.790.000.0012.953.960.001.552.540.001.68
Expense Ratio 0.001.071.071.061.051.051.061.061.081.091.20

* 1 = Top 20%, 5 = Bottom 20%