HCMDX vs. HCMPX

In the year-to-date period, HCMDX achieves a 22.19% return, which is significantly higher than HCMPX's 8.07% return.

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HCMDX has a 2.84% expense ratio, which is higher than HCMPX's 2.38% expense ratio.

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.

The current HCMDX Sharpe Ratio is 0.96, which is higher than the HCMPX Sharpe Ratio of 0.46. The chart below compares the historical Sharpe Ratios of HCMDX and HCMPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither HCMDX nor HCMPX has paid dividends to shareholders.

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.

HCM Tactical Growth Fund (HCMDX) and HCM Dividend Sector Plus Fund (HCMPX) have volatilities of 14.78% and 15.54%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.