Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCMAX (THE HILLMAN FUND NO LOAD SHARES) | 4.08% | 12.33% | 9.53% | 1.97% | 8.84% | 9.13% | 5.57% | … | … |
Data as of 06/10/2026, Common starting date is 07/08/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCMAX (THE HILLMAN FUND NO LOAD SHARES) | 07/08/2003 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 12.33 | 9.53 | 1.97 | 8.84 | 9.13 | 5.57 | … | … | 4.08 | 10.13 | 4.74 | 24.39 | -19.90 | 15.26 | -1.82 | 35.60 | -2.68 | 15.10 | 17.44 | -2.62 | 14.39 | 32.68 | 10.94 | -6.61 | 11.81 | 42.86 | -46.91 | -12.16 | 4.60 | 11.32 | 21.61 | 16.29 |
| Sharpe Ratio | NA | 1.02 | 0.51 | -0.01 | 0.40 | NA | NA | … | … | 0.66 | 0.40 | 0.10 | 1.46 | -0.88 | 1.06 | -0.06 | 2.95 | -0.30 | 2.05 | 1.26 | -0.17 | 1.34 | 3.31 | 0.88 | -0.27 | 0.64 | 1.28 | -1.01 | -0.80 | 0.09 | 0.73 | 1.53 | 2.45 |
| Standard Deviation(%) | NA | 13.51 | 14.54 | 17.15 | 18.11 | NA | NA | … | … | 13.41 | 18.29 | 11.35 | 14.34 | 24.44 | 14.33 | 35.78 | 11.55 | 13.73 | 7.07 | 13.63 | 15.93 | 10.72 | 9.85 | 12.53 | 24.41 | 18.29 | 33.35 | 47.16 | 19.28 | 13.77 | 12.36 | 13.48 | 14.54 |
| Draw Down(%) | NA | 10.34 | 16.14 | 27.68 | 35.27 | NA | NA | … | … | 10.34 | 16.14 | 6.71 | 12.78 | 24.02 | 9.71 | 35.27 | 7.48 | 16.30 | 2.84 | 10.67 | 16.04 | 7.71 | 4.68 | 14.52 | 24.94 | 16.68 | 29.79 | 58.69 | 19.29 | 11.08 | 7.33 | 9.10 | 4.77 |
| Yield(%) | 0.00 | 15.26 | 11.15 | 5.87 | 6.79 | 7.23 | 4.32 | … | … | 0.00 | 15.64 | 14.32 | 3.70 | 0.78 | 1.47 | 0.92 | 4.63 | 0.74 | 0.60 | 0.69 | 0.52 | 0.52 | 0.46 | 0.66 | 0.00 | 0.25 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 07/08/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCMAX (THE HILLMAN FUND NO LOAD SHARES) |
-26.42%
Feb 2006 – Feb 2009 |
-12.41%
Feb 2004 – Feb 2009 |
0.88%
Jan 2006 – Jan 2016 |
3.86%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCMAX (THE HILLMAN FUND NO LOAD SHARES) |
26.02%
Feb 2009 – Feb 2012 |
21.60%
Feb 2009 – Feb 2014 |
15.76%
Feb 2009 – Feb 2019 |
12.72%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart