HCMDX vs. HCMT

In the year-to-date period, HCMDX achieves a -8.20% return, which is significantly higher than HCMT's -18.61% return.

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HCMDX has a 2.84% expense ratio, which is higher than HCMT's 1.17% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for HCM Tactical Growth Fund (HCMDX) and Direxion HCM Tactical Enhanced U.S. Equity Strategy ETF (HCMT). 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 0.31, which is higher than the HCMT Sharpe Ratio of -0.07. The chart below compares the historical Sharpe Ratios of HCMDX and HCMT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HCMDX's dividend yield for the trailing twelve months is around 12.66%, more than HCMT's 3.43% yield.

The maximum HCMDX drawdown since its inception was -40.89%, which is greater than HCMT's maximum drawdown of -36.26%. Use the drawdown chart below to compare losses from any high point for HCMDX and HCMT.

The current volatility for HCM Tactical Growth Fund (HCMDX) is 5.77%, while Direxion HCM Tactical Enhanced U.S. Equity Strategy ETF (HCMT) has a volatility of 8.12%. This indicates that HCMDX experiences smaller price fluctuations and is considered to be less risky than HCMT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.