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Hcm Tactical Plus Fund - Class A Shares: (MF: HCMGX)
(NASDAQ Mutual Funds) As of Oct 16, 2025 04:49 PM ET
$33.82 USD
-1.13 (-3.23%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Sep 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 14.57 | 25 |
| 3 months | 13.62 | 1 |
| 6 months | 35.88 | 3 |
| 1 Year | 22.22 | 14 |
| 3 Year | 25.82 | 23 |
| 5 Year | 15.75 | 20 |
| 10 Year | 17.41 | 5 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Sep 30, 2025
| 1 Year | 15.57 |
| 5 Year | 14.46 |
| 10 Year | 16.76 |
| Since Inception | 13.21 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -15.68 | 19.59 | 13.62 | NA |
| 2024 | 9.87 | 11.79 | 2.15 | 6.67 |
| 2023 | 7.14 | 18.47 | -6.17 | 11.76 |
| 2022 | -15.34 | -21.01 | -5.82 | -2.41 |
| 2021 | 4.65 | 14.09 | 0.91 | 15.91 |
| 2020 | -12.68 | 26.80 | 16.72 | 18.59 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 14.57 | 33.84 | 33.09 | -38.54 | 39.67 | 53.27 | 22.62 | -6.77 | 33.23 | 10.54 | -2.43 |
| % Total Return Rel to Index | -0.25 | 8.82 | 6.85 | -20.34 | 10.99 | 34.87 | -8.86 | -2.37 | 11.43 | -1.39 | -3.82 |
| % Total Return Rel to Peer | 3.28 | 14.45 | 10.10 | -18.84 | 17.61 | 33.36 | -5.79 | 0.08 | 12.55 | 2.72 | -0.83 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 5.00 | 1.00 | 1.00 | 5.00 | 3.00 | 1.00 | 2.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.13 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.37 |
| Capital Gains ($) | 0.00 | 3.19 | 0.00 | 0.13 | 0.28 | 0.68 | 0.00 | 0.59 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 1.61 | 1.61 | 1.63 | 1.64 | 1.65 | 1.71 | 1.73 | 1.97 | 1.99 | 1.99 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%