Correlation
The correlation between HCYIX and VFIAX is 0.84, 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.
HCYIX vs. VFIAX
Compare and contrast key facts about Hilton Tactical Income Fund Institutional Class (HCYIX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
HCYIX is managed by Direxion. It was launched on Sep 16, 2013. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HCYIX or VFIAX.
Performance
HCYIX vs. VFIAX - Performance Comparison
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Key characteristics
HCYIX:
0.90
VFIAX:
0.73
HCYIX:
1.15
VFIAX:
1.04
HCYIX:
1.16
VFIAX:
1.15
HCYIX:
0.77
VFIAX:
0.69
HCYIX:
2.93
VFIAX:
2.62
HCYIX:
2.04%
VFIAX:
4.93%
HCYIX:
7.33%
VFIAX:
19.77%
HCYIX:
-25.70%
VFIAX:
-55.20%
HCYIX:
-1.95%
VFIAX:
-3.43%
Returns By Period
In the year-to-date period, HCYIX achieves a 0.89% return, which is significantly lower than VFIAX's 1.04% return. Over the past 10 years, HCYIX has underperformed VFIAX with an annualized return of 4.90%, while VFIAX has yielded a comparatively higher 12.80% annualized return.
HCYIX
0.89%
1.24%
-0.90%
5.99%
5.09%
6.24%
4.90%
VFIAX
1.04%
5.62%
-1.37%
13.48%
14.36%
15.89%
12.80%
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HCYIX vs. VFIAX - Expense Ratio Comparison
HCYIX has a 0.87% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
HCYIX vs. VFIAX — Risk-Adjusted Performance Rank
HCYIX
VFIAX
HCYIX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hilton Tactical Income Fund Institutional Class (HCYIX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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.
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Dividends
HCYIX vs. VFIAX - Dividend Comparison
HCYIX's dividend yield for the trailing twelve months is around 3.81%, more than VFIAX's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HCYIX Hilton Tactical Income Fund Institutional Class | 3.81% | 3.46% | 3.05% | 3.01% | 2.61% | 3.43% | 2.87% | 4.22% | 3.00% | 4.13% | 4.23% | 0.00% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.28% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
HCYIX vs. VFIAX - Drawdown Comparison
The maximum HCYIX drawdown since its inception was -25.70%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for HCYIX and VFIAX.
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Volatility
HCYIX vs. VFIAX - Volatility Comparison
The current volatility for Hilton Tactical Income Fund Institutional Class (HCYIX) is 1.61%, while Vanguard 500 Index Fund Admiral Shares (VFIAX) has a volatility of 4.77%. This indicates that HCYIX experiences smaller price fluctuations and is considered to be less risky than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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