Hodges Small Cap Fund Technical Analysis
| HDSIX Fund | USD 24.60 0.20 0.82% |
As of the 3rd of March, Hodges Small retains the Market Risk Adjusted Performance of 0.1853, downside deviation of 1.04, and Risk Adjusted Performance of 0.1441. Hodges Small technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the entity's future prices.
Hodges Small Momentum Analysis
Momentum indicators are widely used technical indicators which help to measure the pace at which the price of specific equity, such as Hodges, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to HodgesHodges |
Hodges Small 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Hodges Small's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Hodges Small.
| 12/03/2025 |
| 03/03/2026 |
If you would invest 0.00 in Hodges Small on December 3, 2025 and sell it all today you would earn a total of 0.00 from holding Hodges Small Cap or generate 0.0% return on investment in Hodges Small over 90 days. Hodges Small is related to or competes with Prudential Qma, Wesmark Small, Cb Large, Dunham International, and Buffalo Large. Under normal market conditions, the fund invests at least 80 percent of its net assets in the stocks of small capitaliza... More
Hodges Small Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Hodges Small's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Hodges Small Cap upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.04 | |||
| Information Ratio | 0.1167 | |||
| Maximum Drawdown | 6.09 | |||
| Value At Risk | (1.72) | |||
| Potential Upside | 2.11 |
Hodges Small Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Hodges Small's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Hodges Small's standard deviation. In reality, there are many statistical measures that can use Hodges Small historical prices to predict the future Hodges Small's volatility.| Risk Adjusted Performance | 0.1441 | |||
| Jensen Alpha | 0.1262 | |||
| Total Risk Alpha | 0.0998 | |||
| Sortino Ratio | 0.1362 | |||
| Treynor Ratio | 0.1753 |
Hodges Small March 3, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1441 | |||
| Market Risk Adjusted Performance | 0.1853 | |||
| Mean Deviation | 0.9352 | |||
| Semi Deviation | 0.8288 | |||
| Downside Deviation | 1.04 | |||
| Coefficient Of Variation | 544.56 | |||
| Standard Deviation | 1.21 | |||
| Variance | 1.46 | |||
| Information Ratio | 0.1167 | |||
| Jensen Alpha | 0.1262 | |||
| Total Risk Alpha | 0.0998 | |||
| Sortino Ratio | 0.1362 | |||
| Treynor Ratio | 0.1753 | |||
| Maximum Drawdown | 6.09 | |||
| Value At Risk | (1.72) | |||
| Potential Upside | 2.11 | |||
| Downside Variance | 1.07 | |||
| Semi Variance | 0.6869 | |||
| Expected Short fall | (1.18) | |||
| Skewness | 0.4205 | |||
| Kurtosis | 0.798 |
Hodges Small Cap Backtested Returns
At this stage we consider Hodges Mutual Fund to be very steady. Hodges Small Cap holds Efficiency (Sharpe) Ratio of 0.12, which attests that the entity had a 0.12 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Hodges Small Cap, which you can use to evaluate the volatility of the entity. Please check out Hodges Small's Downside Deviation of 1.04, market risk adjusted performance of 0.1853, and Risk Adjusted Performance of 0.1441 to validate if the risk estimate we provide is consistent with the expected return of 0.14%. The fund retains a Market Volatility (i.e., Beta) of 1.21, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Hodges Small will likely underperform.
Auto-correlation | 0.08 |
Virtually no predictability
Hodges Small Cap has virtually no predictability. Overlapping area represents the amount of predictability between Hodges Small time series from 3rd of December 2025 to 17th of January 2026 and 17th of January 2026 to 3rd of March 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Hodges Small Cap price movement. The serial correlation of 0.08 indicates that barely 8.0% of current Hodges Small price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.08 | |
| Spearman Rank Test | 0.07 | |
| Residual Average | 0.0 | |
| Price Variance | 0.25 |
Hodges Small technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Hodges Small Cap Technical Analysis
The output start index for this execution was two with a total number of output elements of fifty-nine. The Normalized Average True Range is used to analyze tradable apportunities for Hodges Small Cap across different markets.
About Hodges Small Technical Analysis
The technical analysis module can be used to analyzes prices, returns, volume, basic money flow, and other market information and help investors to determine the real value of Hodges Small Cap on a daily or weekly bases. We use both bottom-up as well as top-down valuation methodologies to arrive at the intrinsic value of Hodges Small Cap based on its technical analysis. In general, a bottom-up approach, as applied to this mutual fund, focuses on Hodges Small Cap price pattern first instead of the macroeconomic environment surrounding Hodges Small Cap. By analyzing Hodges Small's financials, daily price indicators, and related drivers such as dividends, momentum ratios, and various types of growth rates, we attempt to find the most accurate representation of Hodges Small's intrinsic value. As compared to a bottom-up approach, our top-down model examines the macroeconomic factors that affect the industry/economy before zooming in to Hodges Small specific price patterns or momentum indicators. Please read more on our technical analysis page.
Hodges Small March 3, 2026 Technical Indicators
Most technical analysis of Hodges help investors determine whether a current trend will continue and, if not, when it will shift. We provide a combination of tools to recognize potential entry and exit points for Hodges from various momentum indicators to cycle indicators. When you analyze Hodges charts, please remember that the event formation may indicate an entry point for a short seller, and look at different other indicators across different periods to confirm that a breakdown or reversion is likely to occur.
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1441 | |||
| Market Risk Adjusted Performance | 0.1853 | |||
| Mean Deviation | 0.9352 | |||
| Semi Deviation | 0.8288 | |||
| Downside Deviation | 1.04 | |||
| Coefficient Of Variation | 544.56 | |||
| Standard Deviation | 1.21 | |||
| Variance | 1.46 | |||
| Information Ratio | 0.1167 | |||
| Jensen Alpha | 0.1262 | |||
| Total Risk Alpha | 0.0998 | |||
| Sortino Ratio | 0.1362 | |||
| Treynor Ratio | 0.1753 | |||
| Maximum Drawdown | 6.09 | |||
| Value At Risk | (1.72) | |||
| Potential Upside | 2.11 | |||
| Downside Variance | 1.07 | |||
| Semi Variance | 0.6869 | |||
| Expected Short fall | (1.18) | |||
| Skewness | 0.4205 | |||
| Kurtosis | 0.798 |
Hodges Small March 3, 2026 Daily Trend Indicators
Traders often use several different daily volumes and price technical indicators to supplement a more traditional technical analysis when analyzing securities such as Hodges stock. With literally thousands of different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 0.00 | ||
| Daily Balance Of Power | Huge | ||
| Rate Of Daily Change | 1.01 | ||
| Day Median Price | 24.60 | ||
| Day Typical Price | 24.60 | ||
| Price Action Indicator | 0.10 |
Other Information on Investing in Hodges Mutual Fund
Hodges Small financial ratios help investors to determine whether Hodges Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Hodges with respect to the benefits of owning Hodges Small security.
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