Nasdaq - Delayed Quote USD
HCM Tactical Growth Investor (HCMDX)
23.01
+1.36
+(6.28%)
At close: 8:01:05 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -21.10% |
| 5y Average Return | 14.88% |
| Number of Years Up | 7 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Apr 8, 2025) | 52.09% |
| Worst 1Y Total Return (Apr 8, 2025) | -- |
| Best 3Y Total Return | 52.09% |
| Worst 3Y Total Return | 2.29% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
HCMDX
Category
- YTD
- -15.82%
- 12.38%
- 1-Month
- -8.51%
- 5.09%
- 3-Month
- -15.82%
- 10.28%
- 1-Year
- 1.93%
- 41.70%
- 3-Year
- 2.17%
- 22.56%
- 5-Year
- 16.87%
- 21.98%
- 10-Year
- 11.58%
- 15.99%
- Last Bull Market
- 29.36%
- 25.99%
- Last Bear Market
- -21.17%
- -17.29%
Annual Total Return (%) History
Year
HCMDX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -15.82% | -- | -- | -- |
| 2024 | 9.73% | 11.56% | 1.95% | 6.46% |
| 2023 | 6.94% | 18.18% | -6.31% | 11.53% |
| 2022 | -15.52% | -21.17% | -6.00% | -2.57% |
| 2021 | 4.43% | 13.92% | 0.72% | 15.73% |
| 2020 | -12.84% | 26.49% | 16.55% | 18.37% |
| 2019 | 10.60% | -4.02% | -0.32% | 15.11% |
| 2018 | 0.08% | 7.80% | 10.16% | -22.22% |
| 2017 | 9.64% | 4.08% | 6.45% | 9.00% |
| 2016 | -3.93% | -1.36% | 8.75% | 6.46% |
| 2015 | 0.94% | 0.52% | -12.86% | 9.88% |
| 2014 | -3.33% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 100 |
| 1-Month | 62 |
| 3-Month | 100 |
| 1-Year | 82 |
| 3-Year | 96 |
| 5-Year | 53 |
Load Adjusted Returns
| 1-Year | 1.93% |
| 3-Year | 2.17% |
| 5-Year | 16.87% |
| 10-Year | 11.58% |
Performance & Risk
| YTD Return | -21.10% |
| 5y Average Return | 14.88% |
| Rank in Category (ytd) | 100 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.04 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Growth |
| Fund Family | Howard Capital Management |
| Net Assets | 1.51B |
| YTD Return | -15.82% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jul 30, 2014 |
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®.
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