Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCMQX (HCM Dividend Sector Plus Fund Cl I Share) | 7.87% | 31.23% | 19.56% | 10.97% | 14.59% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/19/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCMQX (HCM Dividend Sector Plus Fund Cl I Share) | 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 (%) | 0.75 | 31.23 | 19.56 | 10.97 | 14.59 | NA | NA | … | … | 7.87 | 18.72 | 23.60 | 18.06 | -22.20 | 37.96 | 29.23 | 25.18 | -13.87 | 19.09 | 32.04 | -0.31 |
| Sharpe Ratio | NA | 1.77 | 0.95 | 0.48 | 0.68 | NA | NA | … | … | 1.01 | 0.86 | 1.06 | 0.85 | -1.33 | 2.01 | 0.90 | 1.44 | -0.78 | 1.68 | 1.56 | -0.03 |
| Standard Deviation(%) | NA | 16.88 | 18.03 | 17.87 | 19.40 | NA | NA | … | … | 16.50 | 18.79 | 18.85 | 17.11 | 17.82 | 18.90 | 31.98 | 16.44 | 19.50 | 11.05 | 20.35 | 16.06 |
| Draw Down(%) | NA | 10.28 | 19.91 | 25.95 | 28.71 | NA | NA | … | … | 10.28 | 17.40 | 13.47 | 14.66 | 25.89 | 7.33 | 28.71 | 12.89 | 24.26 | 6.33 | 12.87 | 13.84 |
| Yield(%) | 0.00 | 0.93 | 7.31 | 5.37 | 7.91 | 5.86 | 4.39 | … | … | 0.00 | 0.90 | 15.00 | 5.91 | 5.82 | 0.00 | 0.00 | 1.24 | 10.07 | 10.85 | 7.24 | 3.27 |
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 |
|---|---|---|---|---|
| HCMQX (HCM Dividend Sector Plus Fund Cl I Share) |
0.88%
Mar 2017 – Mar 2020 |
7.29%
Apr 2015 – Apr 2020 |
11.30%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCMQX (HCM Dividend Sector Plus Fund Cl I Share) |
30.68%
Dec 2018 – Dec 2021 |
19.32%
Oct 2016 – Oct 2021 |
15.87%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart