Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HCMAX (THE HILLMAN FUND NO LOAD SHARES) | 6.78% | -5.04% | 1.67% | 3.81% | 6.59% | 8.39% | 4.24% | 6.02% |
Data as of 07/25/2025, AR inception is 07/08/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCMAX (THE HILLMAN FUND NO LOAD SHARES) | 07/08/2003 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.21 | -5.04 | 1.67 | 3.81 | 6.59 | 8.39 | 4.24 | 6.02 | 6.78 | -7.93 | 21.24 | -19.90 | 15.26 | -1.82 | 35.60 | -2.68 | 15.10 | 17.44 | -2.62 | 14.39 | 32.68 | 10.94 | -6.61 | 11.81 | 42.86 | -46.91 | -12.16 | 4.60 | 11.32 | 21.61 | 16.29 |
| Sharpe Ratio | NA | -0.36 | -0.09 | 0.09 | 0.27 | NA | NA | 0.24 | 0.44 | -0.80 | 1.17 | -0.87 | 1.06 | -0.06 | 2.96 | -0.29 | 2.06 | 1.26 | -0.17 | 1.34 | 3.31 | 0.88 | -0.27 | 0.64 | 1.28 | -1.01 | -0.79 | 0.10 | 0.74 | 1.53 | 2.45 |
| Standard Deviation(%) | NA | 22.98 | 19.34 | 19.10 | 19.00 | NA | NA | 20.59 | 21.36 | 18.22 | 14.67 | 24.44 | 14.33 | 35.78 | 11.55 | 13.73 | 7.07 | 13.63 | 15.93 | 10.72 | 9.85 | 12.53 | 24.41 | 18.29 | 33.35 | 47.16 | 19.28 | 13.77 | 12.36 | 13.48 | 14.54 |
| Draw Down(%) | NA | 26.27 | 26.27 | 29.19 | 35.27 | NA | NA | 67.74 | 16.14 | 16.31 | 12.78 | 24.02 | 9.71 | 35.27 | 7.48 | 16.30 | 2.84 | 10.67 | 16.04 | 7.71 | 4.68 | 14.52 | 24.94 | 16.68 | 29.79 | 58.69 | 19.29 | 11.08 | 7.33 | 9.10 | 4.77 |
| Yield(%) | 0.00 | 1.67 | 1.07 | 1.24 | 1.79 | 2.23 | 1.15 | 1.64 | 0.00 | 1.73 | 0.57 | 0.78 | 1.47 | 0.92 | 4.63 | 0.74 | 0.60 | 0.69 | 0.52 | 0.52 | 0.46 | 0.66 | 0.00 | 0.25 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 07/08/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCMAX (THE HILLMAN FUND NO LOAD SHARES) |
-26.42%
Feb 2006 - Feb 2009 |
-12.41%
Feb 2004 - Feb 2009 |
0.88%
Jan 2006 - Jan 2016 |
3.86%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCMAX (THE HILLMAN FUND NO LOAD SHARES) |
26.02%
Feb 2009 - Feb 2012 |
21.60%
Feb 2009 - Feb 2014 |
15.76%
Feb 2009 - Feb 2019 |
12.53%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart