Nasdaq - Delayed Quote USD
HCM Dividend Sector Plus R (HCMZX)
16.84
+0.69
+(4.27%)
At close: 8:01:05 PM EDT
Fund Summary
The fund seeks to achieve its investment objective through investments in (i) dividend paying equity securities of companies included in the S&P 500; (ii) "plus" other investment companies (mutual funds, closed-end funds and ETFs), including investment companies that use leverage; and (iii) cash and cash equivalents and put and call options. The fund is designed to maximize returns through investing in any combination of sectors, asset classes, and sub-sectors as determined by the HCM-BuyLine®.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 37.59% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -14.69% |
| 5y Average Return | 14.99% |
| Rank in Category (ytd) | 100 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.96 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| HCMZX | Category Average | HCMZX | Category Average | HCMZX | Category Average | |
| Alpha | -4.61 | -0.01 | -1.8 | -0.03 | -0.85 | -0.03 |
| BETA | 0.96 | 0.01 | 1.05 | 0.01 | 1.06 | 0.01 |
| Mean Annual Return | 0.44 | 0.01 | 1.47 | 0.01 | 1.07 | 0.01 |
| R-squared | 81.05 | 0.78 | 82.4 | 0.83 | 81.71 | 0.84 |
| Standard Deviation | 18.39 | 0.17 | 19.6 | 0.19 | 18.04 | 0.16 |
| Sharpe Ratio | 0.04 | 0 | 0.76 | 0 | 0.6 | 0.01 |
| Treynor Ratio | -0.91 | 0.04 | 13.44 | 0.07 | 9.28 | 0.08 |
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