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Hilton Tactical Income Fund Institutional Class (HCYIX) Sharpe Ratio: 1.80

Mutual Fund · Currency in USD · Last updated Jun 23, 2026

The investment primarily aims for income generation and capital appreciation while preserving capital. The fund balances fixed income and higher-yielding equity investments, minimizing risk and volatility. The subadviser creates a diversified portfolio of income-producing securities with appreciation potential and may use options to hedge against volatility and mitigate risks.

HCYIX's Sharpe Ratio of 1.80 indicates that for each unit of volatility, it generates 1.80 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jun 23, 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. For how to read this number and when it can mislead, see Sharpe Ratio Explained.

HCYIX Sharpe Ratio Rank

HCYIX Sharpe Ratio Rank: 43.844
Average

HCYIX ranks above 43.8% 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%): 1.33 or lower
  • Yellow zone (middle 50%): 1.33 to 2.32
  • Green zone (top 25%): 2.32 or higher
  • Top 1%: 4.32+
  • Median: 1.93 — 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 Jun 23, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
PAAIXPIMCO All Asset Fund2.99
TEBRXTeberg Fund2.98
SIOAXSEI Institutional Managed Trust Multi-Asset Income Fund2.97
CRDBXPotomac Defensive Bull Fund2.95
PASAXPIMCO All Asset Fund Class A2.95
MOJOXDonoghue Forlines Momentum Fund2.92
ASTIXAstor Dynamic Allocation Fund2.88
GTAIXDonoghue Forlines Tactical Allocation Fund2.82
ABRYXInvesco Balanced-Risk Allocation Fund2.75
HSTRXHussman Strategic Total Return Fund2.75
HCYIXHilton Tactical Income Fund Institutional Class1.80

S&P 500 Index

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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Sharpe Ratio Calculator

How does HCYIX fit in your portfolio?

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