HCMDX vs. SPY

In the year-to-date period, HCMDX achieves a -7.25% return, which is significantly lower than SPY's 1.44% return. Both investments have delivered pretty close results over the past 10 years, with HCMDX having a 12.33% annualized return and SPY not far ahead at 12.88%.

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HCMDX has a 2.84% expense ratio, which is higher than SPY's 0.09% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for HCM Tactical Growth Fund (HCMDX) and SPDR S&P 500 ETF (SPY). 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 0.35, which is lower than the SPY Sharpe Ratio of 0.68. The chart below compares the historical Sharpe Ratios of HCMDX and SPY, 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 12.53%, more than SPY's 1.21% yield.

The maximum HCMDX drawdown since its inception was -40.89%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for HCMDX and SPY.

HCM Tactical Growth Fund (HCMDX) has a higher volatility of 5.79% compared to SPDR S&P 500 ETF (SPY) at 4.85%. This indicates that HCMDX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.