Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCMKX (HCM Income Plus Fund Inv Class Shares) | 11.30% | 30.00% | 17.54% | 7.77% | NA | NA | NA | … | … |
Data as of 06/18/2026, Common starting date is 11/10/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCMKX (HCM Income Plus Fund Inv Class Shares) | 11/10/2016 | 06/18/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.25 | 30.00 | 17.54 | 7.77 | NA | NA | NA | … | … | 11.30 | 12.99 | 19.41 | 20.68 | -24.98 | 8.97 | 39.45 | 14.64 | -4.69 | 7.77 | -0.40 |
| Sharpe Ratio | NA | 1.34 | 0.86 | 0.31 | NA | NA | NA | … | … | 0.94 | 0.60 | 0.97 | 1.34 | -2.05 | 0.64 | 2.19 | 1.47 | -0.52 | 1.70 | -0.71 |
| Standard Deviation(%) | NA | 16.94 | 16.27 | 14.97 | NA | NA | NA | … | … | 18.95 | 17.18 | 16.31 | 12.82 | 12.96 | 13.99 | 17.85 | 8.97 | 11.65 | 4.20 | 4.61 |
| Draw Down(%) | NA | 11.14 | 18.26 | 28.43 | NA | NA | NA | … | … | 10.07 | 15.85 | 12.21 | 9.58 | 26.02 | 9.23 | 16.23 | 6.12 | 12.38 | 2.04 | 1.00 |
| Yield(%) | 0.00 | 4.12 | 5.33 | 2.90 | 3.08 | 2.05 | 1.54 | … | … | 0.00 | 4.07 | 10.77 | 0.05 | 0.00 | 0.22 | 0.37 | 0.19 | 5.33 | 1.84 | 0.00 |
Data as of 06/18/2026, Common starting date is 11/10/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCMKX (HCM Income Plus Fund Inv Class Shares) |
-0.63%
Apr 2021 – Apr 2024 |
4.49%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCMKX (HCM Income Plus Fund Inv Class Shares) |
20.33%
Dec 2018 – Dec 2021 |
12.34%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart