HCYIX vs. GIPIX
Compare and contrast key facts about Hilton Tactical Income Fund Institutional Class (HCYIX) and Goldman Sachs Balanced Strategy Portfolio (GIPIX).
HCYIX is managed by Direxion. It was launched on Sep 16, 2013. GIPIX is managed by Goldman Sachs. It was launched on Jan 1, 1998.
Performance
HCYIX vs. GIPIX - Performance Comparison
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HCYIX vs. GIPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HCYIX Hilton Tactical Income Fund Institutional Class | -2.52% | 8.62% | 10.38% | 7.07% | -10.69% | 15.81% | -1.63% | 15.59% | -2.78% | 8.36% |
GIPIX Goldman Sachs Balanced Strategy Portfolio | -2.44% | 10.80% | 8.51% | 12.49% | -14.43% | 7.94% | 11.09% | 15.68% | -6.52% | 11.63% |
Returns By Period
The year-to-date returns for both investments are quite close, with HCYIX having a -2.52% return and GIPIX slightly higher at -2.44%. Both investments have delivered pretty close results over the past 10 years, with HCYIX having a 5.36% annualized return and GIPIX not far ahead at 5.45%.
HCYIX
- 1D
- 0.06%
- 1M
- -5.06%
- YTD
- -2.52%
- 6M
- -0.77%
- 1Y
- 6.32%
- 3Y*
- 7.27%
- 5Y*
- 4.37%
- 10Y*
- 5.36%
GIPIX
- 1D
- 0.09%
- 1M
- -5.43%
- YTD
- -2.44%
- 6M
- -0.36%
- 1Y
- 8.91%
- 3Y*
- 8.13%
- 5Y*
- 3.82%
- 10Y*
- 5.45%
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HCYIX vs. GIPIX - Expense Ratio Comparison
HCYIX has a 0.87% expense ratio, which is higher than GIPIX's 0.19% expense ratio.
Return for Risk
HCYIX vs. GIPIX — Risk / Return Rank
HCYIX
GIPIX
HCYIX vs. GIPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hilton Tactical Income Fund Institutional Class (HCYIX) and Goldman Sachs Balanced Strategy Portfolio (GIPIX). 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.
| HCYIX | GIPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 1.14 | -0.17 |
Sortino ratioReturn per unit of downside risk | 1.37 | 1.60 | -0.23 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.24 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.18 | 0.93 | +0.25 |
Martin ratioReturn relative to average drawdown | 4.83 | 4.10 | +0.73 |
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
| HCYIX | GIPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 1.14 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.49 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.68 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.64 | 0.00 |
Correlation
The correlation between HCYIX and GIPIX is 0.83, 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
HCYIX vs. GIPIX - Dividend Comparison
HCYIX's dividend yield for the trailing twelve months is around 6.83%, more than GIPIX's 5.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HCYIX Hilton Tactical Income Fund Institutional Class | 6.83% | 6.51% | 3.46% | 3.05% | 3.01% | 2.61% | 3.36% | 2.87% | 4.22% | 2.75% | 3.87% | 4.54% |
GIPIX Goldman Sachs Balanced Strategy Portfolio | 5.95% | 5.22% | 4.06% | 2.12% | 4.56% | 6.37% | 2.25% | 2.51% | 4.70% | 4.51% | 1.46% | 5.73% |
Drawdowns
HCYIX vs. GIPIX - Drawdown Comparison
The maximum HCYIX drawdown since its inception was -25.70%, smaller than the maximum GIPIX drawdown of -29.46%. Use the drawdown chart below to compare losses from any high point for HCYIX and GIPIX.
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Drawdown Indicators
| HCYIX | GIPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.70% | -29.46% | +3.76% |
Max Drawdown (1Y)Largest decline over 1 year | -5.21% | -6.33% | +1.12% |
Max Drawdown (5Y)Largest decline over 5 years | -13.75% | -20.65% | +6.90% |
Max Drawdown (10Y)Largest decline over 10 years | -25.70% | -20.65% | -5.05% |
Current DrawdownCurrent decline from peak | -5.06% | -5.50% | +0.44% |
Average DrawdownAverage peak-to-trough decline | -3.18% | -3.70% | +0.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.27% | 1.65% | -0.38% |
Volatility
HCYIX vs. GIPIX - Volatility Comparison
The current volatility for Hilton Tactical Income Fund Institutional Class (HCYIX) is 2.19%, while Goldman Sachs Balanced Strategy Portfolio (GIPIX) has a volatility of 2.94%. This indicates that HCYIX experiences smaller price fluctuations and is considered to be less risky than GIPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HCYIX | GIPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.19% | 2.94% | -0.75% |
Volatility (6M)Calculated over the trailing 6-month period | 4.02% | 4.78% | -0.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.86% | 8.09% | -1.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.46% | 7.93% | -1.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.07% | 8.06% | +0.01% |