HCMDX vs. ADX
Compare and contrast key facts about HCM Tactical Growth Fund (HCMDX) and Adams Diversified Equity Fund, Inc. (ADX).
HCMDX is managed by Howard Capital Management. It was launched on Jul 30, 2014. ADX is managed by Adams Funds. It was launched on Jan 2, 1990.
Performance
HCMDX vs. ADX - Performance Comparison
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HCMDX vs. ADX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HCMDX HCM Tactical Growth Fund | -11.97% | 16.55% | 49.90% | 32.05% | -39.00% | 38.72% | 52.10% | 21.79% | -7.68% | 32.41% |
ADX Adams Diversified Equity Fund, Inc. | -4.23% | 26.03% | 28.31% | 31.49% | -19.82% | 29.69% | 17.28% | 36.75% | -3.58% | 29.61% |
Returns By Period
In the year-to-date period, HCMDX achieves a -11.97% return, which is significantly lower than ADX's -4.23% return. Both investments have delivered pretty close results over the past 10 years, with HCMDX having a 16.03% annualized return and ADX not far ahead at 16.41%.
HCMDX
- 1D
- -0.58%
- 1M
- -8.53%
- YTD
- -11.97%
- 6M
- -9.93%
- 1Y
- 21.88%
- 3Y*
- 23.84%
- 5Y*
- 10.47%
- 10Y*
- 16.03%
ADX
- 1D
- 4.04%
- 1M
- -5.48%
- YTD
- -4.23%
- 6M
- 2.17%
- 1Y
- 25.55%
- 3Y*
- 23.81%
- 5Y*
- 14.65%
- 10Y*
- 16.41%
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HCMDX vs. ADX - Expense Ratio Comparison
HCMDX has a 2.84% expense ratio, which is higher than ADX's 0.59% expense ratio.
Return for Risk
HCMDX vs. ADX — Risk / Return Rank
HCMDX
ADX
HCMDX vs. ADX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for HCM Tactical Growth Fund (HCMDX) and Adams Diversified Equity Fund, Inc. (ADX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| HCMDX | ADX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 1.38 | -0.48 |
Sortino ratioReturn per unit of downside risk | 1.33 | 2.06 | -0.73 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.29 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.96 | 2.33 | -1.38 |
Martin ratioReturn relative to average drawdown | 3.01 | 10.84 | -7.83 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HCMDX | ADX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 1.38 | -0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.86 | -0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.92 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.09 | +0.48 |
Correlation
The correlation between HCMDX and ADX is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
HCMDX vs. ADX - Dividend Comparison
HCMDX's dividend yield for the trailing twelve months is around 3.38%, less than ADX's 8.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HCMDX HCM Tactical Growth Fund | 3.38% | 2.98% | 23.23% | 0.00% | 0.72% | 0.99% | 3.24% | 0.00% | 5.05% | 0.00% | 0.00% | 1.47% |
ADX Adams Diversified Equity Fund, Inc. | 8.45% | 7.93% | 12.38% | 7.34% | 7.36% | 15.35% | 6.54% | 9.00% | 15.85% | 9.18% | 7.79% | 7.17% |
Drawdowns
HCMDX vs. ADX - Drawdown Comparison
The maximum HCMDX drawdown since its inception was -40.89%, smaller than the maximum ADX drawdown of -71.60%. Use the drawdown chart below to compare losses from any high point for HCMDX and ADX.
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Drawdown Indicators
| HCMDX | ADX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.89% | -71.60% | +30.71% |
Max Drawdown (1Y)Largest decline over 1 year | -17.00% | -11.12% | -5.88% |
Max Drawdown (5Y)Largest decline over 5 years | -40.89% | -25.07% | -15.82% |
Max Drawdown (10Y)Largest decline over 10 years | -40.89% | -37.17% | -3.72% |
Current DrawdownCurrent decline from peak | -17.00% | -6.53% | -10.47% |
Average DrawdownAverage peak-to-trough decline | -11.50% | -23.22% | +11.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.40% | 2.39% | +3.01% |
Volatility
HCMDX vs. ADX - Volatility Comparison
HCM Tactical Growth Fund (HCMDX) has a higher volatility of 7.33% compared to Adams Diversified Equity Fund, Inc. (ADX) at 6.18%. This indicates that HCMDX's price experiences larger fluctuations and is considered to be riskier than ADX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HCMDX | ADX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.33% | 6.18% | +1.15% |
Volatility (6M)Calculated over the trailing 6-month period | 18.58% | 10.53% | +8.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.01% | 18.63% | +5.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.23% | 17.20% | +7.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.08% | 17.95% | +6.13% |