Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCMIX (HCM TACTICAL GROWTH FUND HCM TACTICAL GROWTH FUND CLASS I SHARES) | 12.97% | 40.79% | 25.68% | 12.87% | 18.46% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/31/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCMIX (HCM TACTICAL GROWTH FUND HCM TACTICAL GROWTH FUND CLASS I SHARES) | 07/31/2014 | 06/04/2026 |
| 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 (%) | 1.09 | 40.79 | 25.68 | 12.87 | 18.46 | NA | NA | … | … | 12.97 | 17.66 | 34.07 | 33.39 | -38.36 | 40.08 | 53.46 | 22.61 | -6.76 | 33.20 | 10.53 | -3.54 | -3.10 |
| Sharpe Ratio | NA | 1.79 | 0.98 | 0.44 | 0.71 | NA | NA | … | … | 1.32 | 0.59 | 1.22 | 1.51 | -1.64 | 1.65 | 1.53 | 1.12 | -0.31 | 2.81 | 0.55 | -0.17 | -0.61 |
| Standard Deviation(%) | NA | 22.61 | 23.77 | 23.40 | 23.79 | NA | NA | … | … | 22.92 | 25.50 | 24.98 | 19.93 | 24.27 | 24.35 | 34.71 | 18.94 | 26.75 | 11.62 | 18.74 | 20.94 | 11.83 |
| Draw Down(%) | NA | 16.65 | 27.46 | 40.27 | 40.27 | NA | NA | … | … | 14.64 | 24.21 | 17.47 | 14.82 | 39.96 | 11.72 | 27.12 | 13.17 | 26.80 | 4.59 | 15.42 | 18.68 | 9.49 |
| Yield(%) | 0.00 | 3.25 | 6.14 | 3.68 | 6.45 | 3.95 | 2.97 | … | … | 0.00 | 3.08 | 13.32 | 0.00 | 0.41 | 1.33 | 4.52 | 0.00 | 4.29 | 0.00 | 0.00 | 1.41 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| HCMIX (HCM TACTICAL GROWTH FUND HCM TACTICAL GROWTH FUND CLASS I SHARES) |
1.40%
Aug 2021 – Aug 2024 |
6.24%
Aug 2014 – Aug 2019 |
12.33%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCMIX (HCM TACTICAL GROWTH FUND HCM TACTICAL GROWTH FUND CLASS I SHARES) |
38.13%
Dec 2018 – Dec 2021 |
27.46%
Oct 2016 – Oct 2021 |
18.53%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart