HCM Tactical Growth Fund (HCMDX)

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The chart shows the growth of an initial investment of $10,000 in HCM Tactical Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

HCM Tactical Growth Fund (HCMDX) has returned -11.97% so far this year and 21.88% over the past 12 months. Looking at the last ten years, HCMDX has achieved an annualized return of 16.03%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Jan 2, 2015, HCMDX's average daily return is +0.06%, while the average monthly return is +1.24%. At this rate, your investment would double in approximately 4.7 years.

Historically, 64% of months were positive and 36% were negative. The best month was Nov 2020 with a return of +16.5%, while the worst month was Jan 2022 at -13.7%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.

On a daily basis, HCMDX closed higher 53% of trading days. The best single day was Dec 19, 2024 with a return of +12.1%, while the worst single day was Jun 11, 2020 at -8.0%.

HCM Tactical Growth Fund has an annualized alpha of 2.13%, beta of 1.15, and R² of 0.75 versus S&P 500 Index. Calculated based on daily prices since January 05, 2015.

• This fund captured 132.11% of S&P 500 Index gains and 118.24% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• This fund generated an annualized alpha of 2.13% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.

HCMDX has a high expense ratio of 2.84%, indicating above-average management fees.

HCMDX ranks 36 for risk / return — below 36% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for HCM Tactical Growth Fund (HCMDX) and compare them to a chosen benchmark (S&P 500 Index).

HCM Tactical Growth Fund provided a 3.38% dividend yield over the last twelve months, with an annual payout of $0.93 per share.

The table displays the monthly dividend distributions for HCM Tactical Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the HCM Tactical Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the HCM Tactical Growth Fund was 40.89%, occurring on Dec 28, 2022. Recovery took 379 trading sessions.

The current HCM Tactical Growth Fund drawdown is 17.00%.

The chart below shows the rolling one-month volatility.