Nasdaq - Delayed Quote • USD
HCM Tactical Growth R (HCMSX)
At close: 8:05 AM EDT
Fund Summary
The fund adviser seeks to achieve its investment objective through investments in (i) domestic equity securities of any market capitalization, (ii) investment companies (mutual funds, closed-end funds and ETFs) and (iii) cash and cash equivalents and put and call options. When the fund is out of the market, it invests in cash and cash equivalents and/or put options to hedge the fund’s equities and to reduce volatility. The fund may be invested from 0-100% in cash and cash equivalents and/or put and call options and 0-100% in equities depending on the strength of the trend identified by the HCM-BuyLine®.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 53.24% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 6 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 4.31% |
| 5y Average Return | 14.86% |
| Rank in Category (ytd) | 74 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.09 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| HCMSX | Category Average | HCMSX | Category Average | HCMSX | Category Average | |
| Alpha | -4.82 | 0.03 | 0.55 | 0.04 | -- | 0.01 |
| BETA | 1.09 | 0.01 | 1.11 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.7 | 0.02 | 1.49 | 0.02 | -- | 0.01 |
| R-squared | 76.14 | 0.89 | 78.29 | 0.87 | -- | 0.87 |
| Standard Deviation | 21.89 | 0.2 | 23.01 | 0.16 | -- | 0.15 |
| Sharpe Ratio | 0.25 | 0.01 | 0.68 | 0.01 | -- | 0.01 |
| Treynor Ratio | 3.02 | 0.21 | 12.76 | 0.21 | -- | 0.15 |
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