HUDIX - Huber Large Cap Value Fund Investor Class

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.82%
5-Year Average Return6.15%
Number of Years Up5
Number of Years Down5
Best 1 Yr Total Return (Jun 4, 2023)34.06%
Worst 1 Yr Total Return (Jun 4, 2023)N/A
Best 3-Yr Total Return34.06%
Worst 3-Yr Total Return1.97%

Trailing Returns (%) Vs. Benchmarks

ReturnHUDIXCategory
YTD1.82%17.52%
1-Month1.60%-0.87%
3-Month-1.44%5.51%
1-Year-0.98%42.88%
3-Year10.61%11.93%
5-Year6.15%12.07%
10-Year7.31%10.95%
Last Bull Market43.05%23.18%
Last Bear Market-9.55%-17.87%

Annual Total Return (%) History

Year
HUDIXCategory
2023
N/AN/A
2022
-2.95%N/A
2021
23.20%N/A
2020
-3.49%2.91%
2019
30.43%25.04%
2018
-13.47%-8.53%
2017
21.24%15.94%
2016
11.99%14.81%
2015
-4.71%-4.05%
2014
-0.63%10.21%
2013
34.06%31.21%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2023-0.66%N/AN/AN/A
20221.69%-9.55%-4.76%10.79%
202110.35%5.42%0.28%5.62%
2020-24.68%8.84%0.75%16.85%
201913.31%4.24%1.60%8.69%
2018-3.90%1.47%7.30%-17.31%
20174.49%2.30%5.93%7.06%
2016-1.77%2.52%4.31%6.61%
2015-3.75%4.33%-9.12%4.42%
20141.47%2.58%-5.04%0.52%
20136.50%6.29%7.16%10.52%

Rank In Category (By Total Return)

YTD41
1-Month65
3-Month61
1-Year50
3-Year67
5-Year79

Load Adjusted Returns

1-Year-4.50%
3-Year11.23%
5-Year5.56%
10-Year6.81%