Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HUMDX (HUBER CAPITAL MID CAP VALUE FUND INVESTOR CLASS) | 11.76% | 31.17% | 15.12% | 6.01% | 7.82% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/04/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HUMDX (HUBER CAPITAL MID CAP VALUE FUND INVESTOR CLASS) | 01/04/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.07 | 31.17 | 15.12 | 6.01 | 7.82 | NA | NA | … | … | 11.76 | 7.65 | 13.41 | 10.56 | -7.13 | 26.52 | -8.19 | 25.70 | -18.40 | 15.03 | 14.26 |
| Sharpe Ratio | NA | 1.71 | 0.62 | 0.15 | 0.28 | NA | NA | … | … | 1.36 | 0.22 | 0.56 | 0.36 | -0.36 | 1.26 | -0.19 | 1.41 | -1.10 | 1.22 | 0.72 |
| Standard Deviation(%) | NA | 15.74 | 18.87 | 20.49 | 22.66 | NA | NA | … | … | 16.97 | 21.77 | 17.63 | 19.25 | 24.20 | 20.94 | 43.57 | 17.15 | 18.07 | 11.87 | 19.69 |
| Draw Down(%) | NA | 10.87 | 25.16 | 25.16 | 50.39 | NA | NA | … | … | 10.87 | 25.16 | 9.56 | 17.90 | 16.83 | 12.25 | 46.50 | 11.72 | 30.26 | 7.50 | 16.30 |
| Yield(%) | 0.00 | 0.89 | 1.18 | 1.13 | 1.37 | 0.95 | 0.71 | … | … | 0.00 | 0.81 | 1.14 | 1.26 | 1.79 | 1.20 | 0.60 | 0.00 | 0.93 | 0.69 | 2.61 |
Data as of 06/04/2026, Common starting date is 01/04/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HUMDX (HUBER CAPITAL MID CAP VALUE FUND INVESTOR CLASS) |
-8.88%
Sep 2017 – Sep 2020 |
-0.13%
May 2018 – May 2023 |
7.57%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HUMDX (HUBER CAPITAL MID CAP VALUE FUND INVESTOR CLASS) |
18.36%
Sep 2020 – Sep 2023 |
14.87%
Sep 2020 – Sep 2025 |
8.39%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart