HCMDX vs. MRFOX
Compare and contrast key facts about HCM Tactical Growth Fund (HCMDX) and Marshfield Concentrated Opportunity Fund (MRFOX).
HCMDX is managed by Howard Capital Management. It was launched on Jul 30, 2014. MRFOX is managed by Marshfield. It was launched on Dec 29, 2015.
Performance
HCMDX vs. MRFOX - Performance Comparison
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HCMDX vs. MRFOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HCMDX HCM Tactical Growth Fund | -11.97% | 16.55% | 49.90% | 32.05% | -39.00% | 38.72% | 52.10% | 21.79% | -7.68% | 32.41% |
MRFOX Marshfield Concentrated Opportunity Fund | -4.08% | 10.05% | 17.10% | 17.68% | 5.06% | 17.71% | 15.19% | 36.26% | 1.89% | 25.92% |
Returns By Period
In the year-to-date period, HCMDX achieves a -11.97% return, which is significantly lower than MRFOX's -4.08% return. Over the past 10 years, HCMDX has outperformed MRFOX with an annualized return of 16.03%, while MRFOX has yielded a comparatively lower 15.18% annualized return.
HCMDX
- 1D
- -0.58%
- 1M
- -8.53%
- YTD
- -11.97%
- 6M
- -9.93%
- 1Y
- 21.88%
- 3Y*
- 23.84%
- 5Y*
- 10.47%
- 10Y*
- 16.03%
MRFOX
- 1D
- 0.67%
- 1M
- -5.13%
- YTD
- -4.08%
- 6M
- -4.60%
- 1Y
- 2.70%
- 3Y*
- 12.36%
- 5Y*
- 10.91%
- 10Y*
- 15.18%
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HCMDX vs. MRFOX - Expense Ratio Comparison
HCMDX has a 2.84% expense ratio, which is higher than MRFOX's 1.05% expense ratio.
Return for Risk
HCMDX vs. MRFOX — Risk / Return Rank
HCMDX
MRFOX
HCMDX vs. MRFOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for HCM Tactical Growth Fund (HCMDX) and Marshfield Concentrated Opportunity Fund (MRFOX). 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.
| HCMDX | MRFOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 0.31 | +0.59 |
Sortino ratioReturn per unit of downside risk | 1.33 | 0.54 | +0.78 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.07 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.96 | 0.31 | +0.65 |
Martin ratioReturn relative to average drawdown | 3.01 | 0.80 | +2.21 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HCMDX | MRFOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 0.31 | +0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.91 | -0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 1.07 | -0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 1.05 | -0.48 |
Correlation
The correlation between HCMDX and MRFOX is 0.66, 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.
Dividends
HCMDX vs. MRFOX - Dividend Comparison
HCMDX's dividend yield for the trailing twelve months is around 3.38%, more than MRFOX's 1.69% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HCMDX HCM Tactical Growth Fund | 3.38% | 2.98% | 23.23% | 0.00% | 0.72% | 0.99% | 3.24% | 0.00% | 5.05% | 0.00% | 0.00% | 1.47% |
MRFOX Marshfield Concentrated Opportunity Fund | 1.69% | 1.62% | 4.59% | 0.46% | 0.35% | 6.78% | 2.68% | 1.39% | 1.94% | 2.06% | 0.60% | 0.00% |
Drawdowns
HCMDX vs. MRFOX - Drawdown Comparison
The maximum HCMDX drawdown since its inception was -40.89%, which is greater than MRFOX's maximum drawdown of -29.10%. Use the drawdown chart below to compare losses from any high point for HCMDX and MRFOX.
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Drawdown Indicators
| HCMDX | MRFOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.89% | -29.10% | -11.79% |
Max Drawdown (1Y)Largest decline over 1 year | -17.00% | -7.09% | -9.91% |
Max Drawdown (5Y)Largest decline over 5 years | -40.89% | -12.98% | -27.91% |
Max Drawdown (10Y)Largest decline over 10 years | -40.89% | -29.10% | -11.79% |
Current DrawdownCurrent decline from peak | -17.00% | -6.40% | -10.60% |
Average DrawdownAverage peak-to-trough decline | -11.50% | -2.37% | -9.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.40% | 2.75% | +2.65% |
Volatility
HCMDX vs. MRFOX - Volatility Comparison
HCM Tactical Growth Fund (HCMDX) has a higher volatility of 7.33% compared to Marshfield Concentrated Opportunity Fund (MRFOX) at 2.74%. This indicates that HCMDX's price experiences larger fluctuations and is considered to be riskier than MRFOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HCMDX | MRFOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.33% | 2.74% | +4.59% |
Volatility (6M)Calculated over the trailing 6-month period | 18.58% | 7.00% | +11.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.01% | 11.79% | +12.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.23% | 12.04% | +12.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.08% | 14.29% | +9.79% |