Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCMGX (HCM TACTICAL GROWTH FUND HCM TACTICAL GROWTH FUND CLASS A SHARES) | 7.25% | 32.68% | 23.39% | 11.36% | 17.65% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 07/31/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCMGX (HCM TACTICAL GROWTH FUND HCM TACTICAL GROWTH FUND CLASS A SHARES) | 07/31/2014 | 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 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.14 | 32.68 | 23.39 | 11.36 | 17.65 | NA | NA | … | … | 7.25 | 17.44 | 33.75 | 33.10 | -38.56 | 39.75 | 53.29 | 22.63 | -6.76 | 33.24 | 10.54 | -3.54 | -2.96 |
| Sharpe Ratio | NA | 1.74 | 0.93 | 0.43 | 0.70 | NA | NA | … | … | 1.34 | 0.58 | 1.21 | 1.49 | -1.65 | 1.63 | 1.52 | 1.12 | -0.31 | 2.82 | 0.55 | -0.17 | -0.58 |
| Standard Deviation(%) | NA | 22.63 | 23.76 | 23.39 | 23.81 | NA | NA | … | … | 22.45 | 25.33 | 24.95 | 19.97 | 24.28 | 24.41 | 34.72 | 18.96 | 26.77 | 11.63 | 18.78 | 20.98 | 11.84 |
| Draw Down(%) | NA | 16.74 | 27.51 | 40.42 | 40.42 | NA | NA | … | … | 14.65 | 24.25 | 17.45 | 14.86 | 40.13 | 11.74 | 27.14 | 13.18 | 26.82 | 4.59 | 15.43 | 18.70 | 9.49 |
| Yield(%) | 0.00 | 3.28 | 6.21 | 3.68 | 6.44 | 3.97 | 2.98 | … | … | 0.00 | 3.12 | 13.45 | 0.00 | 0.41 | 1.33 | 4.53 | 0.00 | 4.29 | 0.00 | 0.00 | 1.41 | 0.24 |
Data as of 06/08/2026, Common starting date is 07/31/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCMGX (HCM TACTICAL GROWTH FUND HCM TACTICAL GROWTH FUND CLASS A SHARES) |
1.15%
Aug 2021 – Aug 2024 |
6.28%
Aug 2014 – Aug 2019 |
12.19%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCMGX (HCM TACTICAL GROWTH FUND HCM TACTICAL GROWTH FUND CLASS A SHARES) |
37.98%
Dec 2018 – Dec 2021 |
27.40%
Oct 2016 – Oct 2021 |
18.36%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart