HCM Dividend Sector Plus Fund (HCMPX)
The fund seeks to achieve its investment objective through investments in (i) dividend paying equity securities of companies included in the S&P 500; (ii) "plus" other investment companies (mutual funds, closed-end funds and ETFs), including investment companies that use leverage; and (iii) cash and cash equivalents and put and call options. The fund is designed to maximize returns through investing in any combination of sectors, asset classes, and sub-sectors as determined by the HCM-BuyLine.
Fund Info
US66538G6272
66538G627
Mar 10, 2015
$2,500
Large-Cap
Value
Expense Ratio
HCMPX has a high expense ratio of 2.38%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
HCM Dividend Sector Plus Fund (HCMPX) returned -6.45% year-to-date (YTD) and -10.13% over the past 12 months. Over the past 10 years, HCMPX returned 5.12% annually, underperforming the S&P 500 benchmark at 10.69%.
HCMPX
-6.45%
6.65%
-22.07%
-10.13%
10.17%
5.12%
^GSPC (Benchmark)
-0.64%
8.97%
-2.62%
11.90%
15.76%
10.69%
Monthly Returns
The table below presents the monthly returns of HCMPX, 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 | 0.11% | -2.52% | -6.73% | -1.73% | 4.58% | -6.45% | |||||||
| 2024 | 0.72% | 6.89% | 4.44% | -6.76% | 7.42% | 4.99% | 1.26% | -3.25% | 3.92% | -2.09% | 9.54% | -17.46% | 6.58% |
| 2023 | 4.32% | -3.63% | 0.40% | 1.18% | 1.82% | 9.52% | 4.84% | -3.23% | -7.53% | -3.86% | 6.60% | 1.46% | 11.10% |
| 2022 | -9.05% | -1.55% | 2.53% | -8.01% | 1.56% | -8.13% | 4.37% | -4.41% | -5.52% | 5.08% | 4.05% | -12.65% | -29.08% |
| 2021 | -1.16% | 2.93% | 6.26% | 6.85% | 0.45% | 3.05% | 2.69% | 4.25% | -6.79% | 9.12% | -0.79% | 5.73% | 36.55% |
| 2020 | 0.00% | -7.32% | -10.47% | 6.24% | 6.16% | 3.08% | 8.01% | 11.05% | -6.40% | -3.87% | 16.35% | 5.50% | 27.80% |
| 2019 | 5.60% | 1.74% | 2.18% | 4.73% | -12.58% | 9.02% | 1.58% | -2.65% | 2.73% | 2.56% | 4.46% | 3.97% | 23.98% |
| 2018 | 6.32% | -5.87% | -3.00% | 1.59% | 0.31% | 0.23% | 2.80% | 0.68% | -0.15% | -7.37% | 3.65% | -21.96% | -23.22% |
| 2017 | 2.08% | 3.34% | -1.42% | -0.40% | -1.20% | 2.84% | 1.66% | -3.18% | 5.29% | -0.15% | 4.65% | -4.43% | 8.90% |
| 2016 | -5.57% | 4.69% | 9.07% | 0.86% | -0.57% | 2.38% | 6.24% | 0.61% | 0.61% | -0.78% | 8.64% | -1.97% | 25.82% |
| 2015 | 1.40% | 4.64% | -1.13% | -3.24% | -0.79% | -3.58% | -2.68% | 7.94% | -1.18% | -2.81% | -2.03% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of HCMPX is 5, meaning it’s performing worse than 95% 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 Dividend Sector Plus Fund (HCMPX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the HCM Dividend Sector Plus 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 Dividend Sector Plus Fund was 33.21%, occurring on Mar 23, 2020. Recovery took 111 trading sessions.
The current HCM Dividend Sector Plus Fund drawdown is 23.60%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.21% | Jan 29, 2018 | 541 | Mar 23, 2020 | 111 | Aug 28, 2020 | 652 |
| -32.66% | Jan 5, 2022 | 305 | Mar 23, 2023 | 423 | Nov 26, 2024 | 728 |
| -30.43% | Dec 9, 2024 | 82 | Apr 8, 2025 | — | — | — |
| -20.26% | May 5, 2015 | 180 | Jan 20, 2016 | 62 | Apr 19, 2016 | 242 |
| -14.62% | Sep 3, 2020 | 14 | Sep 23, 2020 | 38 | Nov 16, 2020 | 52 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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