Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HUSIX (HUBER CAPITAL SMALL CAP VALUE FUND INVESTOR CLASS) | 11.14% | 24.83% | 12.99% | 6.21% | 9.33% | 7.87% | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HUSIX (HUBER CAPITAL SMALL CAP VALUE FUND INVESTOR CLASS) | 07/05/2007 | 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 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.72 | 24.83 | 12.99 | 6.21 | 9.33 | 7.87 | NA | … | … | 11.14 | 3.09 | 10.17 | 17.86 | -4.92 | 29.50 | -5.34 | 33.99 | -18.73 | 11.74 | 14.63 | -13.09 | -9.46 | 34.26 | 28.27 | -2.61 | 37.95 | 85.04 | -47.96 | -19.66 |
| Sharpe Ratio | NA | 1.21 | 0.47 | 0.16 | 0.33 | NA | NA | … | … | 1.39 | 0.01 | 0.18 | 0.71 | -0.27 | 1.35 | -0.12 | 1.96 | -1.14 | 0.87 | 0.73 | -0.76 | -0.68 | 2.64 | 1.67 | -0.09 | 1.79 | 2.49 | -1.17 | -1.32 |
| Standard Deviation(%) | NA | 17.79 | 20.42 | 21.32 | 24.00 | NA | NA | … | … | 17.54 | 23.55 | 19.96 | 19.43 | 23.78 | 21.90 | 48.23 | 16.61 | 17.66 | 12.84 | 19.75 | 17.21 | 14.01 | 12.99 | 17.00 | 29.48 | 21.17 | 34.05 | 41.80 | 29.14 |
| Draw Down(%) | NA | 10.03 | 27.31 | 27.31 | 48.37 | NA | NA | … | … | 9.46 | 25.76 | 11.15 | 15.31 | 17.56 | 13.01 | 47.75 | 9.50 | 31.05 | 7.58 | 19.24 | 19.50 | 17.50 | 6.14 | 14.59 | 28.24 | 18.03 | 30.13 | 57.79 | 23.44 |
| Yield(%) | 0.00 | 1.20 | 0.64 | 0.54 | 0.78 | 0.73 | 0.61 | … | … | 0.00 | 1.10 | 0.12 | 0.40 | 0.00 | 1.24 | 0.39 | 0.09 | 0.16 | 0.77 | 1.35 | 0.53 | 0.06 | 0.00 | 0.31 | 0.00 | 0.20 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HUSIX (HUBER CAPITAL SMALL CAP VALUE FUND INVESTOR CLASS) |
-8.03%
Sep 2017 – Sep 2020 |
-4.66%
Mar 2015 – Mar 2020 |
3.32%
Oct 2013 – Oct 2023 |
5.96%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HUSIX (HUBER CAPITAL SMALL CAP VALUE FUND INVESTOR CLASS) |
49.97%
Feb 2009 – Feb 2012 |
38.81%
Feb 2009 – Feb 2014 |
17.54%
Feb 2009 – Feb 2019 |
14.52%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart