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HCM Dividend Sector Plus I (HCMQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.03-0.12 (-0.57%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return18.88%
5-year average return17.23%
Number of years up6
Number of years down2
Best 1-yr total return (27 June 2024)37.96%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return37.96%
Worst 3-yr total return8.19%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHCMQXCategory
YTD13.17%4.44%
1-month7.58%-4.04%
3-month4.93%4.09%
1-year27.87%14.37%
3-year7.15%6.04%
5-year18.09%9.20%
10-year0.00%8.57%
Last bull market28.44%22.97%
Last bear market-13.91%-11.27%

Annual total return (%) history

Year
HCMQXCategory
2024
N/AN/A
2023
18.00%11.63%
2022
-22.20%-5.90%
2021
37.96%26.22%
2020
29.03%2.91%
2019
25.17%25.04%
2018
-13.73%-8.53%
2017
19.10%15.94%
2016
32.04%14.81%
2015
N/A-4.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.78%N/AN/AN/A
20231.27%13.08%-5.92%9.54%
2022-7.97%-13.91%-5.52%3.93%
20218.42%10.84%0.05%14.74%
2020-16.87%16.59%12.55%18.29%
20199.95%-0.09%1.83%11.90%
2018-2.67%2.27%3.60%-16.35%
20174.12%1.43%3.83%8.62%
20168.14%2.86%7.69%10.24%
20150.10%-6.80%6.22%N/A

Rank in category (by total return)

YTD3
1-month1
3-month29
1-year14
3-year35
5-year1

Load adjusted returns

1-year27.87%
3-year7.15%
5-year18.09%
10-yearN/A