Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCMDX (HCM TACTICAL GROWTH FUND HCM TACTICAL GROWTH FUND INVESTOR SHARES) | 12.48% | 40.86% | 24.43% | 11.67% | 17.40% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/31/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCMDX (HCM TACTICAL GROWTH FUND HCM TACTICAL GROWTH FUND INVESTOR SHARES) | 07/31/2014 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.58 | 40.86 | 24.43 | 11.67 | 17.40 | NA | NA | … | … | 12.48 | 16.14 | 32.77 | 32.05 | -39.01 | 38.72 | 52.10 | 21.79 | -7.56 | 32.41 | 9.71 | -3.95 | -3.10 |
| Sharpe Ratio | NA | 1.73 | 0.92 | 0.39 | 0.67 | NA | NA | … | … | 1.27 | 0.53 | 1.17 | 1.44 | -1.67 | 1.59 | 1.49 | 1.07 | -0.34 | 2.75 | 0.51 | -0.19 | -0.61 |
| Standard Deviation(%) | NA | 22.60 | 23.77 | 23.40 | 23.80 | NA | NA | … | … | 22.91 | 25.54 | 24.96 | 19.95 | 24.30 | 24.35 | 34.72 | 18.94 | 26.78 | 11.62 | 18.73 | 20.96 | 11.83 |
| Draw Down(%) | NA | 17.00 | 27.71 | 40.89 | 40.89 | NA | NA | … | … | 14.79 | 24.41 | 17.52 | 15.05 | 40.58 | 11.74 | 27.18 | 13.26 | 27.01 | 4.66 | 15.49 | 18.78 | 9.49 |
| Yield(%) | 0.00 | 3.63 | 6.59 | 3.85 | 6.50 | 3.95 | 2.97 | … | … | 0.00 | 3.39 | 14.37 | 0.00 | 0.43 | 1.39 | 4.68 | 0.00 | 4.36 | 0.00 | 0.00 | 1.41 | 0.00 |
Data as of 06/05/2026, Common starting date is 07/31/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCMDX (HCM TACTICAL GROWTH FUND HCM TACTICAL GROWTH FUND INVESTOR SHARES) |
0.38%
Aug 2021 – Aug 2024 |
5.59%
Aug 2014 – Aug 2019 |
11.37%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCMDX (HCM TACTICAL GROWTH FUND HCM TACTICAL GROWTH FUND INVESTOR SHARES) |
36.97%
Dec 2018 – Dec 2021 |
26.43%
Oct 2016 – Oct 2021 |
17.48%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart