Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCMNX (HCM DIVIDEND SECTOR PLUS FUND HCM DIVIDEND SECTOR PLUS FUND CLASS A SHARES) | 7.75% | 31.87% | 19.26% | 10.69% | 14.36% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/19/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCMNX (HCM DIVIDEND SECTOR PLUS FUND HCM DIVIDEND SECTOR PLUS FUND CLASS A SHARES) | 03/19/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.42 | 31.87 | 19.26 | 10.69 | 14.36 | NA | NA | … | … | 7.75 | 16.84 | 23.23 | 17.79 | -22.44 | 37.59 | 28.79 | 24.85 | -13.87 | 19.09 | 32.04 | -0.31 |
| Sharpe Ratio | NA | 1.76 | 0.93 | 0.46 | 0.67 | NA | NA | … | … | 0.99 | 0.75 | 1.04 | 0.83 | -1.34 | 1.99 | 0.89 | 1.42 | -0.78 | 1.68 | 1.56 | -0.03 |
| Standard Deviation(%) | NA | 16.86 | 18.04 | 17.88 | 19.41 | NA | NA | … | … | 16.51 | 18.69 | 18.85 | 17.16 | 17.85 | 18.92 | 32.02 | 16.41 | 19.50 | 11.04 | 20.36 | 16.08 |
| Draw Down(%) | NA | 10.33 | 19.96 | 26.17 | 28.89 | NA | NA | … | … | 10.33 | 17.43 | 13.52 | 14.75 | 26.07 | 7.36 | 28.89 | 12.89 | 24.26 | 6.33 | 12.87 | 13.84 |
| Yield(%) | 0.00 | 0.66 | 7.19 | 5.28 | 7.79 | 5.77 | 4.33 | … | … | 0.00 | 0.63 | 15.14 | 5.67 | 5.85 | 0.00 | 0.00 | 0.92 | 10.07 | 10.85 | 7.24 | 3.27 |
Data as of 06/05/2026, Common starting date is 03/19/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCMNX (HCM DIVIDEND SECTOR PLUS FUND HCM DIVIDEND SECTOR PLUS FUND CLASS A SHARES) |
0.75%
Mar 2017 – Mar 2020 |
7.18%
Apr 2015 – Apr 2020 |
11.11%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCMNX (HCM DIVIDEND SECTOR PLUS FUND HCM DIVIDEND SECTOR PLUS FUND CLASS A SHARES) |
30.31%
Dec 2018 – Dec 2021 |
19.12%
Oct 2016 – Oct 2021 |
15.64%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart