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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

Risk overview

Morningstar risk rating★★★
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

Risk statistics

3 years
HULIXCategory average
5 years
HULIXCategory average
10 years
HULIXCategory average
Alpha
4.99-0.01
1.87-0.03
-1.96-0.03
BETA
0.80.01
0.860.01
0.920.01
Mean annual return
1.090.01
1.190.01
0.830.01
R-squared
80.570.78
85.80.83
82.940.84
Standard deviation
15.740.17
17.050.19
15.340.16
Sharpe ratio
0.640
0.710
0.550.01
Treynor ratio
11.740.04
13.350.07
8.360.08