Australia markets close in 5 hours 57 minutes

HCM Dividend Sector Plus A1 (HCMWX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
21.34+0.16 (+0.76%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return20.34%
5-year average return16.74%
Number of years up6
Number of years down2
Best 1-yr total return (1 July 2024)37.25%
Worst 1-yr total return (1 July 2024)N/A
Best 3-yr total return37.25%
Worst 3-yr total return7.69%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHCMWXCategory
YTD12.95%4.44%
1-month7.52%-4.04%
3-month4.80%4.09%
1-year27.30%14.37%
3-year6.68%6.04%
5-year17.57%9.20%
10-year0.00%8.57%
Last bull market28.23%22.97%
Last bear market-14.02%-11.27%

Annual total return (%) history

Year
HCMWXCategory
2024
N/AN/A
2023
17.51%11.63%
2022
-22.56%-5.90%
2021
37.25%26.22%
2020
28.62%2.91%
2019
24.68%25.04%
2018
-13.86%-8.53%
2017
18.84%15.94%
2016
32.15%14.81%
2015
N/A-4.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.67%N/AN/AN/A
20231.15%12.96%-6.02%9.43%
2022-8.11%-14.02%-5.59%3.82%
20218.12%10.75%0.00%14.61%
2020-16.88%16.44%12.46%18.17%
20199.86%-0.09%1.81%11.57%
2018-2.75%2.27%3.53%-16.35%
20174.04%1.35%3.83%8.56%
20168.14%2.86%7.69%10.34%
20150.10%-6.80%6.22%N/A

Rank in category (by total return)

YTD4
1-month1
3-month32
1-year17
3-year44
5-year1

Load adjusted returns

1-year19.98%
3-year4.60%
5-year16.19%
10-yearN/A