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Hilton Tactical Income A (HCYAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.28+0.11 (+0.64%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.53%
5-year average return3.49%
Number of years up6
Number of years down4
Best 1-yr total return (2 May 2024)15.50%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return15.50%
Worst 3-yr total return0.34%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHCYAXCategory
YTD2.40%9.69%
1-month-1.90%0.97%
3-month1.24%5.21%
1-year6.60%27.45%
3-year1.67%8.85%
5-year3.27%8.56%
10-year4.16%5.61%
Last bull market11.10%10.63%
Last bear market-5.06%-12.05%

Annual total return (%) history

Year
HCYAXCategory
2024
N/AN/A
2023
6.81%N/A
2022
-10.88%N/A
2021
15.50%N/A
2020
-1.84%9.83%
2019
15.34%14.61%
2018
-2.96%-7.70%
2017
8.32%12.63%
2016
9.87%5.99%
2015
-0.42%-5.93%
2014
4.64%2.41%
2013
N/A8.62%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.38%N/AN/AN/A
20231.31%1.01%-1.46%5.91%
2022-5.59%-5.06%-3.20%2.71%
20214.42%4.42%0.51%5.39%
2020-15.46%5.42%4.72%5.18%
20196.83%3.48%2.39%1.89%
2018-1.16%1.31%2.29%-5.26%
20171.87%1.53%2.39%2.29%
20161.38%4.20%1.55%2.41%
20151.09%-1.70%-2.60%2.88%
20141.20%5.22%-1.38%-0.35%
20135.15%N/AN/AN/A

Rank in category (by total return)

YTD52
1-month15
3-month68
1-year61
3-year39
5-year69

Load adjusted returns

1-year6.60%
3-year1.67%
5-year3.27%
10-year4.16%