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HCM Tactical Growth A (HCMGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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30.94+0.47 (+1.54%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return23.81%
5-year average return19.78%
Number of years up6
Number of years down3
Best 1-yr total return (30 June 2024)53.28%
Worst 1-yr total return (30 June 2024)N/A
Best 3-yr total return53.28%
Worst 3-yr total return4.54%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHCMGXCategory
YTD12.68%12.38%
1-month9.52%5.09%
3-month4.13%10.28%
1-year29.10%41.70%
3-year4.96%22.56%
5-year19.39%21.98%
10-year0.00%15.99%
Last bull market26.95%25.99%
Last bear market-21.01%-17.29%

Annual total return (%) history

Year
HCMGXCategory
2024
N/AN/A
2023
33.10%N/A
2022
-38.56%N/A
2021
39.70%N/A
2020
53.28%35.86%
2019
22.63%31.90%
2018
-6.76%-2.09%
2017
33.24%27.67%
2016
10.54%3.23%
2015
-2.44%3.60%
2014
N/A10.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.87%N/AN/AN/A
20237.14%18.48%-6.18%11.76%
2022-15.35%-21.01%-5.82%-2.43%
20214.66%14.09%0.92%15.93%
2020-12.69%26.81%16.73%18.60%
201910.73%-3.83%-0.08%15.25%
20180.30%8.02%10.42%-22.06%
20179.73%4.30%6.70%9.10%
2016-3.80%-1.13%8.91%6.72%
20150.94%0.52%-12.67%10.10%
2014-3.31%N/AN/AN/A

Rank in category (by total return)

YTD47
1-month1
3-month18
1-year65
3-year71
5-year10

Load adjusted returns

1-year21.67%
3-year2.91%
5-year17.98%
10-yearN/A