HCYIX vs. GOIIX
Compare and contrast key facts about Hilton Tactical Income Fund Institutional Class (HCYIX) and Goldman Sachs Growth and Income Strategy Portfolio (GOIIX).
HCYIX is managed by Direxion. It was launched on Sep 16, 2013. GOIIX is managed by Goldman Sachs. It was launched on Jan 1, 1998.
Performance
HCYIX vs. GOIIX - Performance Comparison
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HCYIX vs. GOIIX - 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% |
GOIIX Goldman Sachs Growth and Income Strategy Portfolio | -3.39% | 15.03% | 14.81% | 15.16% | -15.86% | 12.65% | 12.73% | 19.16% | -8.63% | 16.60% |
Returns By Period
In the year-to-date period, HCYIX achieves a -2.52% return, which is significantly higher than GOIIX's -3.39% return. Over the past 10 years, HCYIX has underperformed GOIIX with an annualized return of 5.36%, while GOIIX has yielded a comparatively higher 7.70% annualized return.
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%
GOIIX
- 1D
- 0.07%
- 1M
- -6.83%
- YTD
- -3.39%
- 6M
- -0.74%
- 1Y
- 12.30%
- 3Y*
- 11.79%
- 5Y*
- 6.28%
- 10Y*
- 7.70%
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HCYIX vs. GOIIX - Expense Ratio Comparison
HCYIX has a 0.87% expense ratio, which is higher than GOIIX's 0.19% expense ratio.
Return for Risk
HCYIX vs. GOIIX — Risk / Return Rank
HCYIX
GOIIX
HCYIX vs. GOIIX - 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 Growth and Income Strategy Portfolio (GOIIX). 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 | GOIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 1.21 | -0.24 |
Sortino ratioReturn per unit of downside risk | 1.37 | 1.61 | -0.24 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.24 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.18 | 0.98 | +0.20 |
Martin ratioReturn relative to average drawdown | 4.83 | 4.37 | +0.45 |
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 | GOIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 1.21 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.60 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.69 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.52 | +0.12 |
Correlation
The correlation between HCYIX and GOIIX 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. GOIIX - Dividend Comparison
HCYIX's dividend yield for the trailing twelve months is around 6.83%, less than GOIIX's 8.88% 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% |
GOIIX Goldman Sachs Growth and Income Strategy Portfolio | 8.88% | 7.98% | 9.79% | 1.97% | 5.09% | 6.80% | 3.47% | 2.29% | 3.04% | 2.73% | 1.37% | 3.99% |
Drawdowns
HCYIX vs. GOIIX - Drawdown Comparison
The maximum HCYIX drawdown since its inception was -25.70%, smaller than the maximum GOIIX drawdown of -43.63%. Use the drawdown chart below to compare losses from any high point for HCYIX and GOIIX.
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Drawdown Indicators
| HCYIX | GOIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.70% | -43.63% | +17.93% |
Max Drawdown (1Y)Largest decline over 1 year | -5.21% | -8.55% | +3.34% |
Max Drawdown (5Y)Largest decline over 5 years | -13.75% | -23.78% | +10.03% |
Max Drawdown (10Y)Largest decline over 10 years | -25.70% | -25.07% | -0.63% |
Current DrawdownCurrent decline from peak | -5.06% | -7.10% | +2.04% |
Average DrawdownAverage peak-to-trough decline | -3.18% | -6.44% | +3.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.27% | 2.14% | -0.87% |
Volatility
HCYIX vs. GOIIX - Volatility Comparison
The current volatility for Hilton Tactical Income Fund Institutional Class (HCYIX) is 2.19%, while Goldman Sachs Growth and Income Strategy Portfolio (GOIIX) has a volatility of 3.77%. This indicates that HCYIX experiences smaller price fluctuations and is considered to be less risky than GOIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HCYIX | GOIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.19% | 3.77% | -1.58% |
Volatility (6M)Calculated over the trailing 6-month period | 4.02% | 6.48% | -2.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.86% | 10.40% | -3.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.46% | 10.58% | -4.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.07% | 11.22% | -3.15% |