Hilton Tactical Income Fund Institutional Class (HCYIX) Sharpe Ratio: 0.97

HCYIX's Sharpe Ratio of 0.97 indicates that for each unit of volatility, it generates 0.97 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Apr 1, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets.

HCYIX Sharpe Ratio Rank

Average

HCYIX ranks above 50.4% of all investments in our database based on Sharpe Ratio over the past 12 months, showing balanced returns relative to total risk taken. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

Strong returns with low total volatility → Higher rank
High volatility (both upside and downside) → Lower rank
Consistent returns → Higher rank than volatile returns of same magnitude
Sharp drawdowns increase volatility → Lower rank

What you can do with this information

Returns are proportional to volatility—neither strong nor weak
Evaluate whether the volatility profile aligns with your risk tolerance
Review higher-ranked alternatives in the same category
Monitor rank direction to identify improving or deteriorating trends

HCYIX Sharpe Ratio Market Positioning

The chart shows HCYIX's Sharpe Ratio relative to all mutual funds on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

Red zone (bottom 25%): 0.66 or lower
Yellow zone (middle 50%): 0.66 to 1.36
Green zone (top 25%): 1.36 or higher
Top 1%: 3.58+
Median: 1.00 — half of all investments score higher

How it compares to other similar mutual funds

The table compares Hilton Tactical Income Fund Institutional Class's Sharpe Ratio with other mutual funds in the Tactical Allocation category across multiple time periods, showing how HCYIX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Apr 1, 2026.

Symbol	Name	1Y Sharpe Ratio
HSTRX	Hussman Strategic Total Return Fund	2.55
HFSAX	Hundredfold Select Alternative Fund Investor Class	2.35
SIOAX	SEI Institutional Managed Trust Multi-Asset Income Fund	2.29
SFHYX	Hundredfold Select Alternative Fund	2.12
PAAIX	PIMCO All Asset Fund	2.06
ABRYX	Invesco Balanced-Risk Allocation Fund	2.05
ABRZX	Invesco Balanced-Risk Allocation Fund Class A	2.03
PASAX	PIMCO All Asset Fund Class A	2.02
MOJOX	Donoghue Forlines Momentum Fund	1.94
QDSNX	AQR Diversifying Strategies Fund Class N	1.93
HCYIX	Hilton Tactical Income Fund Institutional Class	0.97

Benchmark Against

Benchmark

S&P 500 Index

Lookback Period

How to choose period

Historical Sharpe Ratio

The chart shows HCYIX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when HCYIX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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Explore HCYIX risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

HCYIX Sortino Ratio