Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCMLX (HCM Income Plus Fund Class I Shares) | 12.28% | 32.92% | 20.18% | 9.23% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/19/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCMLX (HCM Income Plus Fund Class I Shares) | 09/19/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.57 | 32.92 | 20.18 | 9.23 | NA | NA | NA | … | … | 12.28 | 16.33 | 20.67 | 21.87 | -24.21 | 10.08 | 40.62 | 6.54 |
| Sharpe Ratio | NA | 1.97 | 1.10 | 0.46 | NA | NA | NA | … | … | 1.70 | 0.81 | 1.05 | 1.43 | -1.99 | 0.72 | 2.24 | 2.91 |
| Standard Deviation(%) | NA | 15.54 | 15.80 | 14.64 | NA | NA | NA | … | … | 16.67 | 16.68 | 16.20 | 12.82 | 12.94 | 13.97 | 17.92 | 8.28 |
| Draw Down(%) | NA | 10.71 | 18.00 | 27.49 | NA | NA | NA | … | … | 9.86 | 15.62 | 12.13 | 9.27 | 25.22 | 9.17 | 16.18 | 3.58 |
| Yield(%) | 0.00 | 4.53 | 6.19 | 3.44 | 2.81 | 1.87 | 1.40 | … | … | 0.00 | 4.47 | 11.43 | 1.08 | 0.00 | 0.69 | 0.99 | 0.83 |
Data as of 06/05/2026, Common starting date is 09/19/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCMLX (HCM Income Plus Fund Class I Shares) |
0.39%
Apr 2021 – Apr 2024 |
5.80%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCMLX (HCM Income Plus Fund Class I Shares) |
20.73%
May 2023 – May 2026 |
12.39%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart