HCMDX vs. HCMPX
Compare and contrast key facts about HCM Tactical Growth Fund (HCMDX) and HCM Dividend Sector Plus Fund (HCMPX).
HCMDX is managed by Howard Capital Management. It was launched on Jul 30, 2014. HCMPX is managed by Howard Capital Management. It was launched on Mar 10, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HCMDX or HCMPX.
Performance
HCMDX vs. HCMPX - Performance Comparison
Returns By Period
In the year-to-date period, HCMDX achieves a 30.22% return, which is significantly higher than HCMPX's 24.70% return.
HCMDX
30.22%
1.87%
14.33%
40.47%
17.63%
11.50%
HCMPX
24.70%
1.51%
9.39%
27.60%
12.63%
N/A
Key characteristics
| HCMDX | HCMPX | |
|---|---|---|
| Sharpe Ratio | 1.69 | 1.48 |
| Sortino Ratio | 2.19 | 1.99 |
| Omega Ratio | 1.30 | 1.27 |
| Calmar Ratio | 1.37 | 1.12 |
| Martin Ratio | 7.25 | 5.82 |
| Ulcer Index | 5.46% | 4.66% |
| Daily Std Dev | 23.46% | 18.33% |
| Max Drawdown | -41.69% | -33.21% |
| Current Drawdown | -3.60% | -2.71% |
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HCMDX vs. HCMPX - Expense Ratio Comparison
HCMDX has a 2.84% expense ratio, which is higher than HCMPX's 2.38% expense ratio.
Correlation
The correlation between HCMDX and HCMPX is 0.89, 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.
Risk-Adjusted Performance
HCMDX vs. HCMPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for HCM Tactical Growth Fund (HCMDX) and HCM Dividend Sector Plus Fund (HCMPX). 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.
Dividends
HCMDX vs. HCMPX - Dividend Comparison
Neither HCMDX nor HCMPX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
HCMDX HCM Tactical Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
HCMPX HCM Dividend Sector Plus Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 1.65% | 1.10% | 1.44% | 0.99% |
Drawdowns
HCMDX vs. HCMPX - Drawdown Comparison
The maximum HCMDX drawdown since its inception was -41.69%, which is greater than HCMPX's maximum drawdown of -33.21%. Use the drawdown chart below to compare losses from any high point for HCMDX and HCMPX. For additional features, visit the drawdowns tool.
Volatility
HCMDX vs. HCMPX - Volatility Comparison
HCM Tactical Growth Fund (HCMDX) has a higher volatility of 9.55% compared to HCM Dividend Sector Plus Fund (HCMPX) at 6.56%. This indicates that HCMDX's price experiences larger fluctuations and is considered to be riskier than HCMPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.