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HCMDX vs. LGH
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

HCMDX vs. LGH

Last updated May 13, 2025

Compare and contrast key facts about HCM Tactical Growth Fund (HCMDX) and HCM Defender 500 Index ETF (LGH).

HCMDX is managed by Howard Capital Management. It was launched on Jul 30, 2014. LGH is a passively managed fund by Howard Capital Management that tracks the performance of the HCM Defender 500 Index. It was launched on Oct 10, 2019.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HCMDX or LGH.

Correlation

The correlation between HCMDX and LGH is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Performance

HCMDX vs. LGH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in HCM Tactical Growth Fund (HCMDX) and HCM Defender 500 Index ETF (LGH). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

HCMDX:

29.64%

LGH:

11.06%

Max Drawdown

HCMDX:

-41.69%

LGH:

-0.79%

Current Drawdown

HCMDX:

-26.07%

LGH:

-0.40%

Returns By Period

HCMDX

YTD

-10.09%

1M

8.87%

6M

-20.60%

1Y

-2.06%

5Y*

12.89%

10Y*

9.38%

LGH

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

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HCMDX vs. LGH - Expense Ratio Comparison

HCMDX has a 2.84% expense ratio, which is higher than LGH's 1.23% expense ratio.

HCMDX
HCM Tactical Growth Fund
LGH
HCM Defender 500 Index ETF

Risk-Adjusted Performance

HCMDX vs. LGH — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
HCMDX
The Risk-Adjusted Performance Rank of HCMDX is 2323
Overall Rank
The Sharpe Ratio Rank of HCMDX is 2222
Sharpe Ratio Rank
The Sortino Ratio Rank of HCMDX is 2525
Sortino Ratio Rank
The Omega Ratio Rank of HCMDX is 2525
Omega Ratio Rank
The Calmar Ratio Rank of HCMDX is 2121
Calmar Ratio Rank
The Martin Ratio Rank of HCMDX is 2323
Martin Ratio Rank
LGH
The Risk-Adjusted Performance Rank of LGH is 3636
Overall Rank
The Sharpe Ratio Rank of LGH is 3434
Sharpe Ratio Rank
The Sortino Ratio Rank of LGH is 3535
Sortino Ratio Rank
The Omega Ratio Rank of LGH is 3434
Omega Ratio Rank
The Calmar Ratio Rank of LGH is 4343
Calmar Ratio Rank
The Martin Ratio Rank of LGH is 3636
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

HCMDX vs. LGH - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for HCM Tactical Growth Fund (HCMDX) and HCM Defender 500 Index ETF (LGH). 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.

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Dividends

HCMDX vs. LGH - Dividend Comparison

Neither HCMDX nor LGH has paid dividends to shareholders.

Tickers have no history of dividend payments

Drawdowns

HCMDX vs. LGH - Drawdown Comparison

The maximum HCMDX drawdown since its inception was -41.69%, which is greater than LGH's maximum drawdown of -0.79%. Use the drawdown chart below to compare losses from any high point for HCMDX and LGH. For additional features, visit the drawdowns tool.

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Volatility

HCMDX vs. LGH - Volatility Comparison

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