Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HUMEX (HUBER CAPITAL MID CAP VALUE FUND INSTITUTIONAL CLASS) | 10.45% | 29.37% | 14.84% | 5.80% | 7.85% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/04/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HUMEX (HUBER CAPITAL MID CAP VALUE FUND INSTITUTIONAL CLASS) | 01/04/2016 | 06/05/2026 |
| 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 (%) | 0.57 | 29.37 | 14.84 | 5.80 | 7.85 | NA | NA | … | … | 10.45 | 7.94 | 13.66 | 10.61 | -7.14 | 26.59 | -8.01 | 25.90 | -18.30 | 15.40 | 14.60 |
| Sharpe Ratio | NA | 1.67 | 0.62 | 0.16 | 0.28 | NA | NA | … | … | 1.36 | 0.23 | 0.57 | 0.37 | -0.36 | 1.27 | -0.19 | 1.42 | -1.10 | 1.25 | 0.73 |
| Standard Deviation(%) | NA | 15.99 | 18.82 | 20.49 | 22.69 | NA | NA | … | … | 17.31 | 21.68 | 17.64 | 19.20 | 24.18 | 20.97 | 43.71 | 17.21 | 18.03 | 11.89 | 19.65 |
| Draw Down(%) | NA | 10.86 | 25.07 | 25.07 | 50.29 | NA | NA | … | … | 10.86 | 25.07 | 9.54 | 17.82 | 16.81 | 12.22 | 46.50 | 11.94 | 30.22 | 7.49 | 16.30 |
| Yield(%) | 0.00 | 1.15 | 1.37 | 1.25 | 1.57 | 1.09 | 0.81 | … | … | 0.00 | 1.05 | 1.34 | 1.32 | 1.84 | 1.32 | 0.76 | 0.00 | 1.17 | 0.97 | 2.86 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| HUMEX (HUBER CAPITAL MID CAP VALUE FUND INSTITUTIONAL CLASS) |
-8.75%
Sep 2017 – Sep 2020 |
-0.04%
May 2018 – May 2023 |
7.74%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HUMEX (HUBER CAPITAL MID CAP VALUE FUND INSTITUTIONAL CLASS) |
18.46%
Sep 2020 – Sep 2023 |
15.01%
Sep 2020 – Sep 2025 |
8.56%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart