HCMGX
HCM Tactical Growth-A
$25.65
-0.06 (-0.23%)
Currency in USD / Last Updated: 4/18/2024
Category | Large Cap Growth |
---|---|
Market Cap | 1374.478M |
52 Week High | 27.22 |
52 Week Low | 19.11 |
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Key Data
Symbol | HCMGX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 25.65 |
Price Yesterday | 25.71 |
Market Cap | 1,374.48 |
YTD Return | 4.23% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0.0575 |
Initial Purchase Amount | 2500 |
Redeption Fee | 0 |
Prospectus | 0.0194 |
Overview
52 Week High | 27.22 |
---|---|
52 Week Low | 19.11 |
Market Cap | 1,374.48M |
Shares Outstanding | 53.59M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.00% |
Returns Annualized
One Day | -44.53% |
---|---|
Five Days | -92.89% |
One Months | -30.29% |
Three Months | 26.87% |
Six Months | 34.21% |
Nine Months | 5.19% |
One Year | 29.32% |
Three Years | 1.16% |
Five Years | 15.24% |
Ten Years | -999 |
YTD | 14.94% |
Since Inception | 11.61% |
Returns Total
One Day | -0.23% |
---|---|
Five Days | -5.11% |
One Month | -3.10% |
Three Months | 6.12% |
Six Months | 15.70% |
Nine Months | 3.89% |
One Year | 29.28% |
Three Years | 3.52% |
Five Years | 102.88% |
Ten Years | -999 |
YTD | 4.23% |
Since Inception | 187.30% |
Yearly Returns
2024 | 4.23% |
---|---|
2023 | 33.10% |
2022 | -38.56% |
2021 | 39.70% |
2020 | 53.27% |
2019 | 22.63% |
2018 | -6.77% |
2017 | 33.24% |
2016 | 10.54% |
2015 | -2.44% |
Risk against SP-DA
Alpha | -4.38% |
---|---|
Beta | 1.65 |
Correlation | 91.88% |
Downside Deviation | 4.01% |
Coefficient of determination | 84.42% |
Standard Deviation | 6.11% |
Sharpe Ratio | 0.32 |
Sortino | 1.69 |
Treynor | 14.5 |
Ulcer Index | 5.56 |
Ulcer Performance Index | 1.22 |