Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HUSEX (HUBER CAPITAL SMALL CAP VALUE FUND INSTITUTIONAL CLASS) | 11.30% | 25.25% | 13.33% | 6.47% | 9.60% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HUSEX (HUBER CAPITAL SMALL CAP VALUE FUND INSTITUTIONAL CLASS) | 11/01/2011 | 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 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.74 | 25.25 | 13.33 | 6.47 | 9.60 | NA | NA | … | … | 11.30 | 3.12 | 10.50 | 18.09 | -4.79 | 29.79 | -5.10 | 34.29 | -18.54 | 12.02 | 14.81 | -12.77 | -8.91 | 34.82 | 28.85 | 6.73 |
| Sharpe Ratio | NA | 1.23 | 0.49 | 0.17 | 0.34 | NA | NA | … | … | 1.41 | 0.01 | 0.20 | 0.72 | -0.26 | 1.36 | -0.11 | 1.98 | -1.12 | 0.89 | 0.74 | -0.74 | -0.64 | 2.68 | 1.70 | 1.66 |
| Standard Deviation(%) | NA | 17.83 | 20.45 | 21.34 | 24.00 | NA | NA | … | … | 17.57 | 23.63 | 19.95 | 19.45 | 23.79 | 21.91 | 48.18 | 16.59 | 17.75 | 12.86 | 19.77 | 17.25 | 13.99 | 13.00 | 17.05 | 29.76 |
| Draw Down(%) | NA | 10.02 | 27.25 | 27.25 | 48.18 | NA | NA | … | … | 9.46 | 25.74 | 11.13 | 15.33 | 17.53 | 12.98 | 47.72 | 9.51 | 31.00 | 7.49 | 19.15 | 19.43 | 17.34 | 6.10 | 14.49 | 7.66 |
| Yield(%) | 0.00 | 1.53 | 0.93 | 0.73 | 1.11 | 1.23 | 0.92 | … | … | 0.00 | 1.40 | 0.43 | 0.56 | 0.00 | 1.48 | 0.66 | 0.30 | 0.44 | 1.11 | 1.63 | 1.04 | 0.18 | 0.00 | 0.35 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HUSEX (HUBER CAPITAL SMALL CAP VALUE FUND INSTITUTIONAL CLASS) |
-7.81%
Sep 2017 – Sep 2020 |
-4.41%
Mar 2015 – Mar 2020 |
3.60%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HUSEX (HUBER CAPITAL SMALL CAP VALUE FUND INSTITUTIONAL CLASS) |
23.39%
Sep 2020 – Sep 2023 |
17.34%
Sep 2020 – Sep 2025 |
10.25%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart