HCMPX vs. HCMT

In the year-to-date period, HCMPX achieves a 24.70% return, which is significantly lower than HCMT's 38.68% return.

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HCMPX has a 2.38% expense ratio, which is higher than HCMT's 1.17% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for HCM Dividend Sector Plus Fund (HCMPX) and Direxion HCM Tactical Enhanced U.S. Equity Strategy ETF (HCMT). 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 1.48, which is comparable to the HCMT Sharpe Ratio of 1.77. The chart below compares the historical Sharpe Ratios of HCMPX and HCMT, 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 has not paid dividends to shareholders, while HCMT's dividend yield for the trailing twelve months is around 0.77%.

The maximum HCMPX drawdown since its inception was -33.21%, which is greater than HCMT's maximum drawdown of -20.99%. Use the drawdown chart below to compare losses from any high point for HCMPX and HCMT. For additional features, visit the drawdowns tool.

The current volatility for HCM Dividend Sector Plus Fund (HCMPX) is 6.56%, while Direxion HCM Tactical Enhanced U.S. Equity Strategy ETF (HCMT) has a volatility of 9.31%. This indicates that HCMPX experiences smaller price fluctuations and is considered to be less risky than HCMT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.