Nasdaq - Delayed Quote USD

HCM Dynamic Income Investor (HCMFX)

9.57 -0.02 (-0.21%)
As of 8:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -4.59%
5y Average Return 0.00%
Number of Years Up 1
Number of Years Down --
Best 1Y Total Return (Apr 25, 2024) 5.66%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 5.66%
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HCMFX
Category
YTD
-1.40%
1.90%
1-Month
0.51%
0.35%
3-Month
-1.40%
1.41%
1-Year
5.27%
7.92%
3-Year
0.00%
3.65%
5-Year
0.00%
3.77%
10-Year
0.00%
2.82%
Last Bull Market
0.00%
6.13%
Last Bear Market
0.00%
-3.74%

Annual Total Return (%) History

Year
HCMFX
Category
2024
--
--
2023
5.66%
--
2022
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -1.40% -- -- --
2023 -1.02% 0.83% -2.26% 8.33%
2022 -1.80% -0.06% -- --

Rank in Category (By Total Return)

YTD 96
1-Month 83
3-Month 96
1-Year 74
3-Year --
5-Year --

Load Adjusted Returns

1-Year 5.27%
3-Year --
5-Year --
10-Year --

Performance & Risk

YTD Return -4.59%
5y Average Return 0.00%
Rank in Category (ytd) 96
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category Nontraditional Bond
Fund Family Howard Capital Management
Net Assets 129.18M
YTD Return -1.40%
Yield 2.86%
Morningstar Rating --
Inception Date Jun 30, 2022

Fund Summary

The fund seeks to achieve its investment objective through investments in long and/or short positions in fixed income securities. It defines fixed income securities as (i) bills, (ii) notes, (iii) structured notes, (iv) bonds, (v) convertible bonds, or (vi) any other debt or debt-related securities, whether issued by U.S. or non-U.S. governments, U.S. or non-U.S. agencies or instrumentalities, or corporate entities, and having fixed, variable, floating or inverse floating rates.

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