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
Share Price Chart
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Performance
Performance Chart
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.
Returns By Period
HCM Tactical Growth Fund had a return of 30.22% year-to-date (YTD) and 40.47% in the last 12 months. Over the past 10 years, HCM Tactical Growth Fund had an annualized return of 11.50%, while the S&P 500 benchmark had an annualized return of 11.13%, indicating that HCM Tactical Growth Fund performed slightly bigger than the benchmark.
HCMDX
30.22%
1.87%
14.33%
40.47%
17.63%
11.50%
^GSPC (Benchmark)
24.05%
1.08%
11.50%
30.38%
13.77%
11.13%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.39% | 7.66% | 1.53% | -6.45% | 9.43% | 8.97% | -0.14% | -4.19% | 6.56% | -2.05% | 30.22% | ||
| 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% | -12.86% | -1.56% | -8.10% | 6.83% | -6.00% | -6.39% | 1.55% | 2.51% | -7.09% | -39.44% |
| 2021 | -0.81% | 1.73% | 3.50% | 8.35% | -1.90% | 7.17% | 3.53% | 5.03% | -7.37% | 10.14% | 2.67% | 1.30% | 37.27% |
| 2020 | 2.04% | -6.88% | -8.27% | 9.82% | 8.58% | 6.08% | 10.06% | 14.81% | -7.76% | -4.59% | 16.54% | 3.05% | 47.23% |
| 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% | 21.79% |
| 2018 | 8.63% | -4.91% | -3.12% | -0.08% | 6.98% | 0.84% | 3.76% | 6.57% | -0.38% | -12.95% | 0.29% | -15.34% | -12.16% |
| 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% | -3.88% | -4.28% |
| 2014 | 0.00% | 0.00% | -0.90% | 1.41% | -3.98% | -0.73% | -4.20% |
Expense Ratio
HCMDX has a high expense ratio of 2.84%, indicating higher-than-average management fees.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of HCMDX is 44, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
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.
Dividends
Dividend History
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.
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 41.69%, occurring on Dec 28, 2022. Recovery took 380 trading sessions.
The current HCM Tactical Growth Fund drawdown is 3.60%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -41.69% | Nov 22, 2021 | 277 | Dec 28, 2022 | 380 | Jul 5, 2024 | 657 |
| -30.64% | Aug 30, 2018 | 80 | Dec 24, 2018 | 289 | Feb 19, 2020 | 369 |
| -27.18% | Feb 20, 2020 | 23 | Mar 23, 2020 | 71 | Jul 2, 2020 | 94 |
| -23.8% | Jun 24, 2015 | 161 | Feb 11, 2016 | 210 | Dec 9, 2016 | 371 |
| -17.52% | Jul 11, 2024 | 20 | Aug 7, 2024 | 65 | Nov 7, 2024 | 85 |
Volatility
Volatility Chart
The current HCM Tactical Growth Fund volatility is 9.55%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.