Correlation
The correlation between HCMDX and LGH is 0.93, 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.
HCMDX vs. LGH
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.
Performance
HCMDX vs. LGH - Performance Comparison
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Key characteristics
HCMDX:
0.35
LGH:
0.47
HCMDX:
0.56
LGH:
0.76
HCMDX:
1.07
LGH:
1.10
HCMDX:
0.28
LGH:
0.52
HCMDX:
0.64
LGH:
1.38
HCMDX:
12.28%
LGH:
6.94%
HCMDX:
27.58%
LGH:
19.97%
HCMDX:
-40.89%
LGH:
-29.60%
HCMDX:
-15.02%
LGH:
-6.41%
Returns By Period
In the year-to-date period, HCMDX achieves a -7.25% return, which is significantly lower than LGH's -1.67% return.
HCMDX
-7.25%
7.34%
-8.90%
9.62%
11.17%
14.35%
12.33%
LGH
-1.67%
6.03%
-5.24%
9.40%
12.37%
15.48%
N/A
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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.
Risk-Adjusted Performance
HCMDX vs. LGH — Risk-Adjusted Performance Rank
HCMDX
LGH
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
HCMDX's dividend yield for the trailing twelve months is around 12.53%, more than LGH's 0.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
HCMDX HCM Tactical Growth Fund | 12.53% | 11.62% | 0.00% | 0.72% | 0.99% | 3.24% | 0.00% | 5.05% | 0.00% | 0.00% | 1.47% |
LGH HCM Defender 500 Index ETF | 0.41% | 0.40% | 0.63% | 0.61% | 0.14% | 0.23% | 0.17% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HCMDX vs. LGH - Drawdown Comparison
The maximum HCMDX drawdown since its inception was -40.89%, which is greater than LGH's maximum drawdown of -29.60%. Use the drawdown chart below to compare losses from any high point for HCMDX and LGH.
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Volatility
HCMDX vs. LGH - Volatility Comparison
The current volatility for HCM Tactical Growth Fund (HCMDX) is 5.79%, while HCM Defender 500 Index ETF (LGH) has a volatility of 6.31%. This indicates that HCMDX experiences smaller price fluctuations and is considered to be less risky than LGH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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