Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCMWX (HCM DIVIDEND SECTOR PLUS FUND HCM DIVIDEND SECTOR PLUS FUND CLASS A1 SHARES) | 7.69% | 31.59% | 19.07% | 10.51% | 14.20% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/19/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCMWX (HCM DIVIDEND SECTOR PLUS FUND HCM DIVIDEND SECTOR PLUS FUND CLASS A1 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 (%) | 0.38 | 31.59 | 19.07 | 10.51 | 14.20 | NA | NA | … | … | 7.69 | 16.60 | 23.09 | 17.56 | -22.55 | 37.25 | 28.62 | 24.68 | -13.86 | 18.84 | 32.15 | -0.31 |
| Sharpe Ratio | NA | 1.74 | 0.92 | 0.45 | 0.66 | NA | NA | … | … | 0.99 | 0.74 | 1.03 | 0.82 | -1.35 | 1.97 | 0.88 | 1.41 | -0.78 | 1.67 | 1.57 | -0.03 |
| Standard Deviation(%) | NA | 16.84 | 18.02 | 17.86 | 19.40 | NA | NA | … | … | 16.50 | 18.65 | 18.82 | 17.15 | 17.82 | 18.89 | 32.03 | 16.49 | 19.52 | 10.96 | 20.35 | 16.06 |
| Draw Down(%) | NA | 10.35 | 19.96 | 26.31 | 28.80 | NA | NA | … | … | 10.35 | 17.40 | 13.48 | 14.76 | 26.12 | 7.36 | 28.80 | 12.79 | 24.18 | 6.33 | 12.87 | 13.84 |
| Yield(%) | 0.00 | 0.50 | 7.06 | 5.20 | 7.61 | 5.65 | 4.23 | … | … | 0.00 | 0.48 | 15.08 | 5.49 | 5.82 | 0.00 | 0.00 | 0.77 | 9.28 | 10.70 | 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 |
|---|---|---|---|---|
| HCMWX (HCM DIVIDEND SECTOR PLUS FUND HCM DIVIDEND SECTOR PLUS FUND CLASS A1 SHARES) |
0.65%
Mar 2017 – Mar 2020 |
7.13%
Apr 2015 – Apr 2020 |
10.98%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCMWX (HCM DIVIDEND SECTOR PLUS FUND HCM DIVIDEND SECTOR PLUS FUND CLASS A1 SHARES) |
30.08%
Dec 2018 – Dec 2021 |
18.98%
Jun 2016 – Jun 2021 |
15.49%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart