HCMKX vs. HCMPX
Compare and contrast key facts about HCM Income Plus Fund (HCMKX) and HCM Dividend Sector Plus Fund (HCMPX).
HCMKX is managed by Howard Capital Management. It was launched on Nov 8, 2016. HCMPX is managed by Howard Capital Management. It was launched on Mar 10, 2015.
Performance
HCMKX vs. HCMPX - Performance Comparison
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HCMKX vs. HCMPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HCMKX HCM Income Plus Fund | -8.02% | 15.06% | 32.19% | 20.68% | -24.98% | 8.97% | 39.45% | 14.64% | -4.75% | 5.72% |
HCMPX HCM Dividend Sector Plus Fund | -5.93% | 15.92% | 43.56% | 16.87% | -22.96% | 36.55% | 27.80% | 24.02% | -14.61% | 14.92% |
Returns By Period
In the year-to-date period, HCMKX achieves a -8.02% return, which is significantly lower than HCMPX's -5.93% return.
HCMKX
- 1D
- -0.36%
- 1M
- -6.56%
- YTD
- -8.02%
- 6M
- -6.12%
- 1Y
- 16.74%
- 3Y*
- 18.12%
- 5Y*
- 6.60%
- 10Y*
- —
HCMPX
- 1D
- -0.10%
- 1M
- -7.28%
- YTD
- -5.93%
- 6M
- -3.57%
- 1Y
- 19.80%
- 3Y*
- 21.93%
- 5Y*
- 12.23%
- 10Y*
- 13.89%
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HCMKX vs. HCMPX - Expense Ratio Comparison
HCMKX has a 2.10% expense ratio, which is lower than HCMPX's 2.38% expense ratio.
Return for Risk
HCMKX vs. HCMPX — Risk / Return Rank
HCMKX
HCMPX
HCMKX vs. HCMPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for HCM Income Plus Fund (HCMKX) and HCM Dividend Sector Plus Fund (HCMPX). 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.
| HCMKX | HCMPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 1.09 | -0.11 |
Sortino ratioReturn per unit of downside risk | 1.43 | 1.55 | -0.12 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.20 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.20 | 1.56 | -0.37 |
Martin ratioReturn relative to average drawdown | 3.99 | 5.77 | -1.78 |
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
| HCMKX | HCMPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 1.09 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.63 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.69 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.64 | 0.00 |
Correlation
The correlation between HCMKX and HCMPX is 0.89, 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.
Dividends
HCMKX vs. HCMPX - Dividend Comparison
HCMKX's dividend yield for the trailing twelve months is around 3.97%, more than HCMPX's 0.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HCMKX HCM Income Plus Fund | 3.97% | 3.66% | 19.48% | 0.04% | 0.00% | 0.20% | 0.27% | 0.16% | 5.97% | 0.21% | 0.00% | 0.00% |
HCMPX HCM Dividend Sector Plus Fund | 0.46% | 0.43% | 29.52% | 5.15% | 8.57% | 0.00% | 0.00% | 0.15% | 12.87% | 8.64% | 4.18% | 2.18% |
Drawdowns
HCMKX vs. HCMPX - Drawdown Comparison
The maximum HCMKX drawdown since its inception was -28.43%, roughly equal to the maximum HCMPX drawdown of -28.88%. Use the drawdown chart below to compare losses from any high point for HCMKX and HCMPX.
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Drawdown Indicators
| HCMKX | HCMPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.43% | -28.88% | +0.45% |
Max Drawdown (1Y)Largest decline over 1 year | -11.14% | -10.42% | -0.72% |
Max Drawdown (5Y)Largest decline over 5 years | -28.43% | -26.86% | -1.57% |
Max Drawdown (10Y)Largest decline over 10 years | — | -28.88% | — |
Current DrawdownCurrent decline from peak | -11.14% | -9.15% | -1.99% |
Average DrawdownAverage peak-to-trough decline | -7.12% | -8.04% | +0.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.34% | 2.82% | +0.52% |
Volatility
HCMKX vs. HCMPX - Volatility Comparison
The current volatility for HCM Income Plus Fund (HCMKX) is 5.17%, while HCM Dividend Sector Plus Fund (HCMPX) has a volatility of 5.73%. This indicates that HCMKX experiences smaller price fluctuations and is considered to be less risky than HCMPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HCMKX | HCMPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.17% | 5.73% | -0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 12.35% | 13.95% | -1.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.54% | 18.46% | -1.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.30% | 19.66% | -4.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.99% | 20.21% | -6.22% |