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Huber Capital Equity Income Investor (HULIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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31.25-0.15 (-0.48%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.65%
5-year average return15.07%
Number of years up11
Number of years down5
Best 1-yr total return (27 May 2024)60.68%
Worst 1-yr total return (27 May 2024)N/A
Best 3-yr total return60.68%
Worst 3-yr total return1.14%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHULIXCategory
YTD7.47%4.44%
1-month-3.19%-4.04%
3-month7.02%4.09%
1-year23.80%14.37%
3-year12.54%6.04%
5-year13.62%9.20%
10-year9.17%8.57%
Last bull market25.02%22.97%
Last bear market-8.08%-11.27%

Annual total return (%) history

Year
HULIXCategory
2024
N/AN/A
2023
19.96%11.63%
2022
-3.55%-5.90%
2021
32.72%26.22%
2020
3.47%2.91%
2019
34.12%25.04%
2018
-13.79%-8.53%
2017
19.53%15.94%
2016
10.03%14.81%
2015
-5.20%-4.05%
2014
-0.80%10.21%
2013
37.21%31.21%
2012
15.05%14.57%
2011
5.15%-0.75%
2010
17.40%13.66%
2009
60.68%24.13%
2008
-53.86%-37.09%
2007
N/A1.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.02%N/AN/AN/A
20230.25%7.71%0.62%10.41%
20220.08%-8.08%-5.18%10.57%
202111.39%7.75%0.71%9.81%
2020-21.11%13.65%1.50%13.70%
201914.19%6.59%1.77%8.28%
2018-4.51%1.53%7.17%-17.03%
20174.28%1.74%5.46%6.84%
2016-3.39%1.87%4.72%6.75%
2015-4.29%5.17%-9.54%4.11%
20141.88%1.98%-5.35%0.88%
201312.39%4.55%5.69%10.49%
201210.77%-2.03%5.79%0.20%
20116.46%2.76%-14.93%12.98%
20107.82%-13.99%15.53%9.58%
2009-10.09%31.46%29.87%4.67%
2008-10.83%-6.47%-19.90%-30.93%
200718.20%-11.13%N/AN/A

Rank in category (by total return)

YTD8
1-month21
3-month8
1-year5
3-year1
5-year3

Load adjusted returns

1-year23.80%
3-year12.54%
5-year13.62%
10-year9.17%