Nasdaq - Delayed Quote USD

HCM Income Plus Investor (HCMKX)

17.25 +0.13 (+0.76%)
At close: October 24 at 6:45 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 15.29%
5y Average Return 11.28%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Oct 23, 2024) 39.45%
Worst 1Y Total Return (Oct 23, 2024) --
Best 3Y Total Return 39.45%
Worst 3Y Total Return -0.45%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HCMKX
Category
YTD
15.56%
9.69%
1-Month
3.87%
0.91%
3-Month
0.29%
5.21%
1-Year
26.41%
27.06%
3-Year
2.79%
11.00%
5-Year
11.44%
10.26%
10-Year
0.00%
8.34%
Last Bull Market
20.27%
15.58%
Last Bear Market
-12.20%
-12.16%

Annual Total Return (%) History

Year
HCMKX
Category
2024
--
--
2023
20.68%
--
2022
-24.98%
--
2021
8.97%
--
2020
39.45%
11.72%
2019
14.64%
19.23%
2018
-4.69%
-5.76%
2017
7.77%
13.21%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.08% 6.60% 0.29% --
2023 2.44% 11.97% -3.82% 9.39%
2022 -10.12% -12.20% -4.56% -0.40%
2021 0.27% 5.75% -1.00% 3.81%
2020 -5.90% 19.10% 10.36% 12.75%
2019 5.17% 1.81% -0.99% 8.14%
2018 -0.19% 3.23% 2.94% -10.14%
2017 2.41% 1.08% 2.23% 1.84%

Rank in Category (By Total Return)

YTD 9
1-Month 1
3-Month 98
1-Year 13
3-Year 89
5-Year 7

Load Adjusted Returns

1-Year 26.41%
3-Year 2.79%
5-Year 11.44%
10-Year --

Performance & Risk

YTD Return 15.29%
5y Average Return 11.28%
Rank in Category (ytd) 9
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.86
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Howard Capital Management
Net Assets 739.46M
YTD Return 15.56%
Yield 0.03%
Morningstar Rating
Inception Date Sep 11, 2019

Fund Summary

The fund seeks to achieve its investment objective through investments in ETFs that invest in foreign (including emerging markets) and domestic (i) equity securities of any market capitalization (ii) fixed income securities of any maturity, duration and credit quality (including "junk bonds") (iii) investment companies (mutual funds, closed-end funds and ETFs) and (iv) cash and cash equivalents and put and call options. The adviser maintains the ability to invest a large percentage of the fund's holdings in one asset class of the market.

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