Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCMEX (HCM Income Plus Fund Class A Shares) | 7.99% | 26.11% | 18.39% | 8.05% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 11/10/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCMEX (HCM Income Plus Fund Class A Shares) | 11/10/2016 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.68 | 26.11 | 18.39 | 8.05 | NA | NA | NA | … | … | 7.99 | 15.87 | 20.37 | 21.53 | -24.43 | 9.87 | 40.49 | 15.48 | -4.01 | 8.57 | -0.40 |
| Sharpe Ratio | NA | 1.92 | 1.05 | 0.44 | NA | NA | NA | … | … | 1.73 | 0.78 | 1.03 | 1.42 | -2.01 | 0.71 | 2.24 | 1.56 | -0.46 | 1.88 | -0.71 |
| Standard Deviation(%) | NA | 15.55 | 15.82 | 14.64 | NA | NA | NA | … | … | 16.35 | 16.75 | 16.25 | 12.71 | 12.94 | 13.95 | 17.90 | 8.99 | 11.69 | 4.24 | 4.61 |
| Draw Down(%) | NA | 10.85 | 18.07 | 27.72 | NA | NA | NA | … | … | 9.96 | 15.71 | 12.18 | 9.37 | 25.45 | 9.17 | 16.18 | 6.07 | 12.28 | 2.04 | 1.00 |
| Yield(%) | 0.00 | 4.22 | 5.92 | 3.23 | 3.56 | 2.37 | 1.78 | … | … | 0.00 | 4.20 | 11.17 | 0.77 | 0.00 | 0.49 | 0.77 | 0.90 | 5.86 | 2.14 | 0.00 |
Data as of 06/08/2026, Common starting date is 11/10/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCMEX (HCM Income Plus Fund Class A Shares) |
0.13%
Apr 2021 – Apr 2024 |
5.27%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCMEX (HCM Income Plus Fund Class A Shares) |
21.25%
Dec 2018 – Dec 2021 |
13.19%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart