Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HULEX (HUBER CAPITAL EQUITY INCOME FUND INSTITUTIONAL CLASS) | 5.26% | 14.12% | 14.48% | 11.49% | 12.48% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 11/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HULEX (HUBER CAPITAL EQUITY INCOME FUND INSTITUTIONAL CLASS) | 11/01/2011 | 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 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.16 | 14.12 | 14.48 | 11.49 | 12.48 | NA | NA | … | … | 5.26 | 8.97 | 16.36 | 20.41 | -3.28 | 33.08 | 3.89 | 34.53 | -13.59 | 19.93 | 10.45 | -4.81 | -0.32 | 37.78 | 15.59 | 4.43 |
| Sharpe Ratio | NA | 1.07 | 0.83 | 0.57 | 0.59 | NA | NA | … | … | 0.69 | 0.37 | 0.76 | 1.14 | -0.23 | 2.45 | 0.10 | 2.43 | -0.86 | 2.23 | 0.59 | -0.28 | -0.03 | 3.28 | 1.16 | 1.21 |
| Standard Deviation(%) | NA | 11.43 | 14.11 | 15.74 | 18.64 | NA | NA | … | … | 12.58 | 16.88 | 12.85 | 14.27 | 20.67 | 13.50 | 38.03 | 13.65 | 17.36 | 8.68 | 17.34 | 17.28 | 12.54 | 11.52 | 13.53 | 25.16 |
| Draw Down(%) | NA | 6.79 | 17.02 | 17.02 | 35.41 | NA | NA | … | … | 6.77 | 16.85 | 8.37 | 11.46 | 14.27 | 6.02 | 35.41 | 6.32 | 24.29 | 3.80 | 16.29 | 14.66 | 11.03 | 5.45 | 10.54 | 8.56 |
| Yield(%) | 0.00 | 1.62 | 1.62 | 1.40 | 2.20 | 2.82 | 2.11 | … | … | 0.00 | 1.63 | 1.43 | 1.27 | 0.83 | 0.75 | 2.13 | 1.38 | 1.42 | 1.58 | 1.82 | 1.40 | 1.97 | 1.36 | 1.07 | 0.68 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| HULEX (HUBER CAPITAL EQUITY INCOME FUND INSTITUTIONAL CLASS) |
0.88%
Oct 2013 – Oct 2016 |
1.67%
Dec 2013 – Dec 2018 |
8.29%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HULEX (HUBER CAPITAL EQUITY INCOME FUND INSTITUTIONAL CLASS) |
22.98%
Dec 2018 – Dec 2021 |
18.50%
Mar 2020 – Mar 2025 |
13.71%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart