HCMPX vs. QGRW

In the year-to-date period, HCMPX achieves a 0.11% return, which is significantly lower than QGRW's 1.73% return.

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HCMPX has a 2.38% expense ratio, which is higher than QGRW's 0.28% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for HCM Dividend Sector Plus Fund (HCMPX) and WisdomTree U.S. Quality Growth Fund (QGRW). 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 0.14, which is lower than the QGRW Sharpe Ratio of 1.52. The chart below compares the historical Sharpe Ratios of HCMPX and QGRW, 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 QGRW's dividend yield for the trailing twelve months is around 0.14%.

The maximum HCMPX drawdown since its inception was -33.21%, which is greater than QGRW's maximum drawdown of -14.54%. Use the drawdown chart below to compare losses from any high point for HCMPX and QGRW. For additional features, visit the drawdowns tool.

The current volatility for HCM Dividend Sector Plus Fund (HCMPX) is 5.15%, while WisdomTree U.S. Quality Growth Fund (QGRW) has a volatility of 7.09%. This indicates that HCMPX experiences smaller price fluctuations and is considered to be less risky than QGRW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.