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HCM Tactical Growth A (HCMGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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30.47+0.24 (+0.79%)
As of 08:05AM EDT. Market open.

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 (Jun 30, 2024)53.28%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return53.28%
Worst 3-Yr Total Return4.54%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
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