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Hcm Tactical Growth Fund - Class A Shares: (MF: HCMGX)
(NASDAQ Mutual Funds) As of Aug 21, 2024 08:00 PM ET
$29.70 USD
+0.15 (0.51%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 22.75 | 2 |
| 3 months | 19.31 | 1 |
| 6 months | 22.20 | 1 |
| 1 Year | 22.70 | 25 |
| 3 Year | 4.27 | 68 |
| 5 Year | 19.36 | 1 |
| 10 Year | 12.96 | 20 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 21.80 |
| 5 Year | 18.55 |
| 10 Year | NA |
| Since Inception | 12.45 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.87 | 11.79 | NA | NA |
| 2023 | 7.14 | 18.47 | -6.17 | 11.76 |
| 2022 | -15.34 | -21.01 | -5.82 | -2.41 |
| 2021 | 4.65 | 14.09 | 0.91 | 15.91 |
| 2020 | -12.68 | 26.80 | 16.72 | 18.59 |
| 2019 | 10.73 | -3.83 | -0.07 | 15.24 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 22.75 | 33.09 | -38.54 | 39.67 | 53.27 | 22.62 | -6.77 | 33.23 | 10.54 | -2.43 |
| % Total Return Rel to Index | 6.04 | 6.85 | -20.34 | 10.99 | 34.87 | -8.86 | -2.37 | 11.43 | -1.39 | -3.82 |
| % Total Return Rel to Peer | 10.07 | 10.10 | -18.84 | 17.61 | 33.36 | -5.79 | 0.08 | 12.55 | 2.72 | -0.83 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 5.00 | 1.00 | 1.00 | 5.00 | 3.00 | 1.00 | 2.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.13 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.37 |
| Capital Gains ($) | 0.00 | 0.00 | 0.13 | 0.28 | 0.68 | 0.00 | 0.59 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 1.60 | 1.64 | 1.65 | 1.71 | 1.73 | 1.97 | 1.99 | 1.99 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%