UK markets closed

Huber Capital Small Cap Value Instl (HUSEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
24.74-0.07 (-0.28%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-5.50%
5-year average return8.37%
Number of years up7
Number of years down5
Best 1-yr total return (17 Apr 2024)34.82%
Worst 1-yr total return (17 Apr 2024)N/A
Best 3-yr total return34.82%
Worst 3-yr total return-3.01%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHUSEXCategory
YTD2.10%26.79%
1-month5.11%-1.77%
3-month2.10%4.45%
1-year18.34%71.02%
3-year6.47%9.35%
5-year10.83%12.17%
10-year4.93%9.95%
Last bull market72.20%28.07%
Last bear market-14.37%-24.24%

Annual total return (%) history

Year
HUSEXCategory
2024
N/AN/A
2023
18.09%N/A
2022
-4.79%N/A
2021
29.79%N/A
2020
-5.09%4.02%
2019
34.29%21.43%
2018
-18.54%-15.46%
2017
12.02%8.54%
2016
14.81%25.99%
2015
-12.77%-6.71%
2014
-8.91%3.34%
2013
34.82%36.22%
2012
28.85%16.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.10%N/AN/AN/A
20231.89%4.36%2.87%7.96%
20223.80%-14.37%1.88%5.14%
202123.46%6.93%-2.20%0.53%
2020-35.59%11.07%-4.55%38.99%
201913.56%5.06%1.04%11.40%
2018-0.90%8.15%-0.26%-23.80%
20170.00%2.74%3.93%4.91%
2016-6.48%1.58%11.12%8.76%
2015-0.97%1.78%-14.64%1.39%
2014-2.32%5.08%-10.43%-0.93%
201312.57%2.58%7.54%8.57%
201218.74%-5.15%9.25%4.72%

Rank in category (by total return)

YTD83
1-month42
3-month83
1-year66
3-year40
5-year33

Load adjusted returns

1-year18.34%
3-year6.47%
5-year10.83%
10-year4.93%