Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCMPX (HCM DIVIDEND SECTOR PLUS FUND HCM DIVIDEND SECTOR PLUS FUND INVESTOR CLASS SHARES) | 7.44% | 29.94% | 18.39% | 9.86% | 13.51% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/19/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCMPX (HCM DIVIDEND SECTOR PLUS FUND HCM DIVIDEND SECTOR PLUS FUND INVESTOR CLASS SHARES) | 03/19/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.73 | 29.94 | 18.39 | 9.86 | 13.51 | NA | NA | … | … | 7.44 | 17.96 | 6.58 | 11.10 | -29.08 | 36.55 | 27.80 | 24.01 | -14.61 | 18.27 | 30.98 | -0.64 |
| Sharpe Ratio | NA | 1.70 | 0.88 | 0.42 | 0.62 | NA | NA | … | … | 0.94 | 0.82 | 0.00 | 0.39 | -1.56 | 1.93 | 0.85 | 1.37 | -0.82 | 1.62 | 1.51 | -0.05 |
| Standard Deviation(%) | NA | 16.87 | 18.02 | 17.87 | 19.41 | NA | NA | … | … | 16.53 | 18.73 | 23.58 | 17.55 | 19.57 | 18.93 | 32.10 | 16.51 | 19.44 | 10.97 | 20.35 | 16.12 |
| Draw Down(%) | NA | 10.42 | 20.15 | 26.86 | 28.88 | NA | NA | … | … | 10.42 | 17.46 | 18.70 | 14.86 | 30.24 | 7.40 | 28.88 | 12.91 | 24.78 | 6.46 | 12.99 | 13.94 |
| Yield(%) | 0.00 | 0.52 | 7.39 | 5.35 | 7.54 | 5.56 | 4.17 | … | … | 0.00 | 0.50 | 15.88 | 5.73 | 6.02 | 0.00 | 0.00 | 0.18 | 9.60 | 10.31 | 6.99 | 3.06 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| HCMPX (HCM DIVIDEND SECTOR PLUS FUND HCM DIVIDEND SECTOR PLUS FUND INVESTOR CLASS SHARES) |
-0.02%
Mar 2017 – Mar 2020 |
6.42%
Apr 2015 – Apr 2020 |
10.29%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCMPX (HCM DIVIDEND SECTOR PLUS FUND HCM DIVIDEND SECTOR PLUS FUND INVESTOR CLASS SHARES) |
29.35%
Dec 2018 – Dec 2021 |
18.24%
Jun 2016 – Jun 2021 |
14.78%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart