Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HUDIX (HUBER CAPITAL DIVERSIFIED LARGE CAP VALUE FUND INVESTOR CLASS) | 7.54% | 21.15% | 16.44% | 10.15% | 10.62% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HUDIX (HUBER CAPITAL DIVERSIFIED LARGE CAP VALUE FUND INVESTOR CLASS) | 01/03/2013 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.70 | 21.15 | 16.44 | 10.15 | 10.62 | NA | NA | … | … | 7.54 | 10.58 | 21.95 | 10.85 | -2.96 | 23.20 | -3.50 | 30.44 | -13.47 | 21.24 | 11.99 | -4.71 | -0.64 | 21.73 |
| Sharpe Ratio | NA | 1.53 | 0.88 | 0.45 | 0.48 | NA | NA | … | … | 0.93 | 0.43 | 1.39 | 0.52 | -0.21 | 1.52 | -0.10 | 2.20 | -0.89 | 2.49 | 0.71 | -0.29 | -0.05 | 1.53 |
| Standard Deviation(%) | NA | 11.48 | 14.75 | 16.16 | 18.55 | NA | NA | … | … | 12.63 | 18.07 | 13.22 | 13.92 | 20.49 | 15.21 | 37.22 | 13.16 | 16.68 | 8.29 | 16.61 | 16.62 | 11.89 | 14.28 |
| Draw Down(%) | NA | 6.13 | 18.86 | 18.86 | 37.14 | NA | NA | … | … | 6.13 | 18.86 | 9.55 | 11.67 | 15.09 | 7.07 | 37.14 | 7.57 | 23.64 | 3.54 | 14.96 | 14.46 | 10.36 | 10.08 |
| Yield(%) | 0.00 | 1.22 | 1.52 | 1.42 | 2.00 | 1.73 | 1.30 | … | … | 0.00 | 1.19 | 1.31 | 1.65 | 1.32 | 1.40 | 1.40 | 1.48 | 1.30 | 1.70 | 1.75 | 1.21 | 0.97 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HUDIX (HUBER CAPITAL DIVERSIFIED LARGE CAP VALUE FUND INVESTOR CLASS) |
-1.77%
Oct 2017 – Oct 2020 |
2.15%
Dec 2013 – Dec 2018 |
5.12%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HUDIX (HUBER CAPITAL DIVERSIFIED LARGE CAP VALUE FUND INVESTOR CLASS) |
17.26%
Sep 2022 – Sep 2025 |
15.77%
Oct 2020 – Oct 2025 |
11.39%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart