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HCM Tactical Growth R (HCMSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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31.33+0.38 (+1.23%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return27.25%
5-year average return20.10%
Number of years up6
Number of years down3
Best 1-yr total return (2 July 2024)53.24%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return53.24%
Worst 3-yr total return4.54%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHCMSXCategory
YTD22.83%12.38%
1-month9.01%5.09%
3-month11.79%10.28%
1-year28.79%41.70%
3-year5.53%22.56%
5-year19.88%21.98%
10-year0.00%15.99%
Last bull market26.94%25.99%
Last bear market-21.01%-17.29%

Annual total return (%) history

Year
HCMSXCategory
2024
N/AN/A
2023
33.08%N/A
2022
-38.55%N/A
2021
39.68%N/A
2020
53.24%35.86%
2019
22.61%31.90%
2018
-6.76%-2.09%
2017
33.20%27.67%
2016
10.53%3.23%
2015
-2.43%3.60%
2014
N/A10.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.87%11.79%N/AN/A
20237.14%18.47%-6.18%11.76%
2022-15.34%-21.01%-5.82%-2.43%
20214.66%14.09%0.92%15.92%
2020-12.68%26.79%16.72%18.59%
201910.72%-3.83%-0.08%15.23%
20180.29%8.01%10.42%-22.05%
20179.72%4.30%6.70%9.09%
2016-3.80%-1.13%8.90%6.71%
20150.94%0.52%-12.65%10.09%
2014-3.33%N/AN/AN/A

Rank in category (by total return)

YTD21
1-month1
3-month1
1-year59
3-year67
5-year7

Load adjusted returns

1-year28.79%
3-year5.53%
5-year19.88%
10-yearN/A