HCM Tactical Growth Fund (HCMDX)
The investment seeks long-term capital appreciation. The fund adviser seeks to achieve its investment objective through investments in (i) domestic equity securities of any market capitalization, (ii) investment companies (mutual funds, closed-end funds and ETFs) and (iii) cash and cash equivalents and put and call options. When the fund is out of the market, it invests in cash and cash equivalents and/or put options to hedge the fund’s equities and to reduce volatility. The fund may be invested from 0-100% in cash and cash equivalents and/or put and call options and 0-100% in equities depending on the strength of the trend identified by the HCM-BuyLine.
Fund Info
US66538G8583
66538G858
Jul 30, 2014
$2,500
Large-Cap
Growth
Expense Ratio
HCMDX has a high expense ratio of 2.84%, indicating above-average management fees.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
Loading data...
Returns By Period
HCM Tactical Growth Fund (HCMDX) returned -8.20% year-to-date (YTD) and 8.50% over the past 12 months. Over the past 10 years, HCMDX delivered an annualized return of 12.10%, outperforming the S&P 500 benchmark at 10.85%.
HCMDX
-8.20%
6.24%
-8.21%
8.50%
10.65%
14.79%
12.10%
^GSPC (Benchmark)
0.51%
3.96%
-2.00%
12.02%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of HCMDX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -2.66% | -5.47% | -8.51% | 0.65% | 8.34% | -8.20% | |||||||
| 2024 | 0.39% | 7.66% | 1.53% | -6.45% | 9.43% | 8.97% | -0.14% | -4.19% | 6.56% | -2.05% | 8.63% | -0.01% | 32.77% |
| 2023 | 5.22% | -2.40% | 4.13% | 1.23% | 6.94% | 9.16% | 4.85% | -2.73% | -8.14% | -3.34% | 6.66% | 8.17% | 32.05% |
| 2022 | -13.72% | -3.86% | 1.84% | -12.87% | -1.56% | -8.10% | 6.83% | -6.00% | -6.39% | 1.55% | 2.51% | -6.41% | -39.01% |
| 2021 | -0.81% | 1.73% | 3.50% | 8.35% | -1.90% | 7.17% | 3.53% | 5.03% | -7.37% | 10.14% | 2.67% | 2.37% | 38.72% |
| 2020 | 2.04% | -6.88% | -8.27% | 9.82% | 8.58% | 6.08% | 10.06% | 14.81% | -7.76% | -4.59% | 16.54% | 6.46% | 52.10% |
| 2019 | 5.64% | 2.67% | 1.97% | 1.08% | -11.01% | 6.70% | 2.09% | -3.08% | 0.73% | 4.04% | 5.82% | 4.55% | 21.80% |
| 2018 | 8.63% | -4.91% | -3.13% | -0.07% | 6.98% | 0.84% | 3.76% | 6.57% | -0.38% | -12.95% | 0.29% | -11.02% | -7.68% |
| 2017 | 4.08% | 4.97% | 0.36% | 2.27% | 2.22% | -0.43% | 3.40% | 0.51% | 2.43% | 3.85% | 3.94% | 0.99% | 32.41% |
| 2016 | -12.10% | 1.61% | 7.57% | -2.16% | 2.20% | -1.36% | 7.71% | 0.11% | 0.85% | -1.38% | 5.26% | 2.55% | 9.71% |
| 2015 | -3.65% | 6.28% | -1.43% | 2.48% | 1.41% | -3.28% | 1.23% | -10.37% | -3.97% | 12.28% | 0.32% | -2.42% | -2.83% |
| 2014 | 0.00% | 0.00% | -0.90% | 1.41% | -3.98% | -0.73% | -4.20% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of HCMDX is 22, meaning it’s performing worse than 78% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for HCM Tactical Growth Fund (HCMDX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Loading data...
Dividends
Dividend History
HCM Tactical Growth Fund provided a 12.66% dividend yield over the last twelve months, with an annual payout of $3.19 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.19 | $3.19 | $0.00 | $0.13 | $0.29 | $0.68 | $0.00 | $0.59 | $0.00 | $0.00 | $0.14 |
Dividend yield | 12.66% | 11.62% | 0.00% | 0.72% | 0.99% | 3.24% | 0.00% | 5.05% | 0.00% | 0.00% | 1.47% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.19 | $3.19 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.13 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.29 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.68 | $0.68 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.59 | $0.59 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2015 | $0.14 | $0.14 |
Drawdowns
Drawdowns Chart
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.
Loading data...
Worst Drawdowns
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 15.89%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -40.89% | Dec 28, 2021 | 253 | Dec 28, 2022 | 379 | Jul 3, 2024 | 632 |
| -27.71% | Dec 17, 2024 | 76 | Apr 8, 2025 | — | — | — |
| -27.18% | Feb 20, 2020 | 23 | Mar 23, 2020 | 71 | Jul 2, 2020 | 94 |
| -27.1% | Aug 30, 2018 | 80 | Dec 24, 2018 | 271 | Jan 23, 2020 | 351 |
| -22.64% | Jun 24, 2015 | 161 | Feb 11, 2016 | 208 | Dec 7, 2016 | 369 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading data...