HCMPX vs. HCMDX

In the year-to-date period, HCMPX achieves a -9.26% return, which is significantly higher than HCMDX's -13.63% return. Over the past 10 years, HCMPX has underperformed HCMDX with an annualized return of 4.86%, while HCMDX has yielded a comparatively higher 9.08% annualized return.

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HCMPX has a 2.38% expense ratio, which is lower than HCMDX's 2.84% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for HCM Dividend Sector Plus Fund (HCMPX) and HCM Tactical Growth Fund (HCMDX). 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 HCMPX Sharpe Ratio is -0.53, which is lower than the HCMDX Sharpe Ratio of -0.20. The chart below compares the historical Sharpe Ratios of HCMPX and HCMDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HCMPX's dividend yield for the trailing twelve months is around 16.27%, more than HCMDX's 13.45% yield.

The maximum HCMPX drawdown since its inception was -33.21%, smaller than the maximum HCMDX drawdown of -41.69%. Use the drawdown chart below to compare losses from any high point for HCMPX and HCMDX. For additional features, visit the drawdowns tool.

The current volatility for HCM Dividend Sector Plus Fund (HCMPX) is 4.56%, while HCM Tactical Growth Fund (HCMDX) has a volatility of 5.90%. This indicates that HCMPX experiences smaller price fluctuations and is considered to be less risky than HCMDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.