HCYIX vs. HCYAX
Compare and contrast key facts about Hilton Tactical Income Fund Institutional Class (HCYIX) and Hilton Tactical Income Fund (HCYAX).
HCYIX is managed by Direxion. It was launched on Sep 16, 2013. HCYAX is managed by Direxion. It was launched on Sep 15, 2013.
Performance
HCYIX vs. HCYAX - Performance Comparison
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HCYIX vs. HCYAX - 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% |
HCYAX Hilton Tactical Income Fund | -2.63% | 8.41% | 10.12% | 6.81% | -10.88% | 15.51% | -1.78% | 15.34% | -2.96% | 8.06% |
Returns By Period
The year-to-date returns for both stocks are quite close, with HCYIX having a -2.52% return and HCYAX slightly lower at -2.63%. Both investments have delivered pretty close results over the past 10 years, with HCYIX having a 5.36% annualized return and HCYAX not far behind at 5.12%.
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%
HCYAX
- 1D
- 0.06%
- 1M
- -5.09%
- YTD
- -2.63%
- 6M
- -0.90%
- 1Y
- 6.00%
- 3Y*
- 7.01%
- 5Y*
- 4.13%
- 10Y*
- 5.12%
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HCYIX vs. HCYAX - Expense Ratio Comparison
HCYIX has a 0.87% expense ratio, which is lower than HCYAX's 1.12% expense ratio.
Return for Risk
HCYIX vs. HCYAX — Risk / Return Rank
HCYIX
HCYAX
HCYIX vs. HCYAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hilton Tactical Income Fund Institutional Class (HCYIX) and Hilton Tactical Income Fund (HCYAX). 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 | HCYAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 0.93 | +0.04 |
Sortino ratioReturn per unit of downside risk | 1.37 | 1.32 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.19 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.18 | 1.13 | +0.05 |
Martin ratioReturn relative to average drawdown | 4.83 | 4.62 | +0.21 |
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 | HCYAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 0.93 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.64 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.64 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.61 | +0.03 |
Correlation
The correlation between HCYIX and HCYAX is 0.99, 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. HCYAX - Dividend Comparison
HCYIX's dividend yield for the trailing twelve months is around 6.83%, more than HCYAX's 6.58% 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% |
HCYAX Hilton Tactical Income Fund | 6.58% | 6.26% | 3.22% | 2.81% | 2.77% | 2.40% | 3.26% | 2.64% | 3.98% | 2.54% | 3.63% | 4.28% |
Drawdowns
HCYIX vs. HCYAX - Drawdown Comparison
The maximum HCYIX drawdown since its inception was -25.70%, roughly equal to the maximum HCYAX drawdown of -25.70%. Use the drawdown chart below to compare losses from any high point for HCYIX and HCYAX.
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Drawdown Indicators
| HCYIX | HCYAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.70% | -25.70% | 0.00% |
Max Drawdown (1Y)Largest decline over 1 year | -5.21% | -5.22% | +0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -13.75% | -13.90% | +0.15% |
Max Drawdown (10Y)Largest decline over 10 years | -25.70% | -25.70% | 0.00% |
Current DrawdownCurrent decline from peak | -5.06% | -5.09% | +0.03% |
Average DrawdownAverage peak-to-trough decline | -3.18% | -3.27% | +0.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.27% | 1.27% | 0.00% |
Volatility
HCYIX vs. HCYAX - Volatility Comparison
Hilton Tactical Income Fund Institutional Class (HCYIX) and Hilton Tactical Income Fund (HCYAX) have volatilities of 2.19% and 2.18%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HCYIX | HCYAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.19% | 2.18% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 4.02% | 4.01% | +0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.86% | 6.86% | 0.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.46% | 6.45% | +0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.07% | 8.07% | 0.00% |