Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HUDEX (HUBER CAPITAL DIVERSIFIED LARGE CAP VALUE FUND INSTITUTIONAL CLASS) | 6.93% | 19.14% | 15.74% | 10.35% | 10.72% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 01/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HUDEX (HUBER CAPITAL DIVERSIFIED LARGE CAP VALUE FUND INSTITUTIONAL CLASS) | 01/03/2013 | 06/09/2026 |
| 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 (%) | 0.75 | 19.14 | 15.74 | 10.35 | 10.72 | NA | NA | … | … | 6.93 | 10.86 | 22.29 | 11.13 | -2.77 | 23.41 | -3.26 | 30.63 | -13.34 | 21.42 | 12.21 | -4.30 | -0.14 | 21.93 |
| Sharpe Ratio | NA | 1.45 | 0.88 | 0.47 | 0.49 | NA | NA | … | … | 0.99 | 0.44 | 1.42 | 0.54 | -0.21 | 1.54 | -0.09 | 2.21 | -0.88 | 2.52 | 0.72 | -0.26 | -0.01 | 1.53 |
| Standard Deviation(%) | NA | 11.74 | 14.72 | 16.17 | 18.57 | NA | NA | … | … | 13.06 | 18.07 | 13.16 | 13.93 | 20.45 | 15.19 | 37.25 | 13.18 | 16.72 | 8.26 | 16.68 | 16.69 | 11.84 | 14.46 |
| Draw Down(%) | NA | 6.07 | 18.85 | 18.85 | 37.16 | NA | NA | … | … | 6.07 | 18.85 | 9.50 | 11.68 | 14.97 | 7.09 | 37.16 | 7.54 | 23.54 | 3.53 | 14.89 | 14.37 | 10.23 | 10.33 |
| Yield(%) | 0.00 | 1.49 | 1.79 | 1.68 | 2.30 | 2.03 | 1.52 | … | … | 0.00 | 1.47 | 1.58 | 1.90 | 1.54 | 1.56 | 1.61 | 1.60 | 1.52 | 1.88 | 2.01 | 1.59 | 1.20 | 0.00 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| HUDEX (HUBER CAPITAL DIVERSIFIED LARGE CAP VALUE FUND INSTITUTIONAL CLASS) |
-1.57%
Oct 2017 – Oct 2020 |
2.44%
Dec 2013 – Dec 2018 |
5.34%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HUDEX (HUBER CAPITAL DIVERSIFIED LARGE CAP VALUE FUND INSTITUTIONAL CLASS) |
17.53%
Sep 2022 – Sep 2025 |
16.03%
Oct 2020 – Oct 2025 |
11.63%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart