Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCMSX (HCM TACTICAL GROWTH FUND HCM TACTICAL GROWTH FUND CLASS R SHARES) | 12.85% | 40.44% | 25.36% | 12.58% | 18.28% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/31/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCMSX (HCM TACTICAL GROWTH FUND HCM TACTICAL GROWTH FUND CLASS R 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 (%) | 1.10 | 40.44 | 25.36 | 12.58 | 18.28 | NA | NA | … | … | 12.85 | 17.32 | 33.74 | 33.08 | -38.55 | 39.73 | 53.25 | 22.61 | -6.76 | 33.20 | 10.53 | -3.54 | -3.10 |
| Sharpe Ratio | NA | 1.77 | 0.97 | 0.43 | 0.70 | NA | NA | … | … | 1.31 | 0.58 | 1.22 | 1.49 | -1.65 | 1.63 | 1.52 | 1.12 | -0.31 | 2.81 | 0.55 | -0.17 | -0.61 |
| Standard Deviation(%) | NA | 22.61 | 23.70 | 23.36 | 23.78 | NA | NA | … | … | 22.90 | 25.51 | 24.75 | 19.96 | 24.27 | 24.40 | 34.71 | 18.94 | 26.75 | 11.62 | 18.74 | 20.94 | 11.83 |
| Draw Down(%) | NA | 16.74 | 27.50 | 40.40 | 40.40 | NA | NA | … | … | 14.65 | 24.24 | 17.44 | 14.86 | 40.11 | 11.74 | 27.12 | 13.17 | 26.80 | 4.59 | 15.42 | 18.68 | 9.49 |
| Yield(%) | 0.00 | 3.29 | 6.19 | 3.69 | 6.45 | 3.95 | 2.97 | … | … | 0.00 | 3.12 | 13.45 | 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 |
|---|---|---|---|---|
| HCMSX (HCM TACTICAL GROWTH FUND HCM TACTICAL GROWTH FUND CLASS R SHARES) |
1.15%
Aug 2021 – Aug 2024 |
6.24%
Aug 2014 – Aug 2019 |
12.19%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCMSX (HCM TACTICAL GROWTH FUND HCM TACTICAL GROWTH FUND CLASS R SHARES) |
37.96%
Dec 2018 – Dec 2021 |
27.38%
Oct 2016 – Oct 2021 |
18.35%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart