HUDIX vs. HFCVX
HUDIX (Huber Large Cap Value Fund) and HFCVX (Hennessy Cornerstone Value Fund) are both Large Cap Value Equities funds. Over the past 10 years, HUDIX returned 11.03%/yr vs 11.30%/yr for HFCVX. Their correlation of 0.84 suggests significant overlap in exposure. HUDIX charges 1.15%/yr vs 1.23%/yr for HFCVX.
Performance
HUDIX vs. HFCVX - Performance Comparison
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Returns By Period
In the year-to-date period, HUDIX achieves a 5.55% return, which is significantly lower than HFCVX's 12.39% return. Both investments have delivered pretty close results over the past 10 years, with HUDIX having a 11.03% annualized return and HFCVX not far ahead at 11.30%.
HUDIX
- 1D
- 0.22%
- 1M
- 1.51%
- YTD
- 5.55%
- 6M
- 4.35%
- 1Y
- 15.79%
- 3Y*
- 15.70%
- 5Y*
- 10.04%
- 10Y*
- 11.03%
HFCVX
- 1D
- 0.48%
- 1M
- -2.42%
- YTD
- 12.39%
- 6M
- 12.00%
- 1Y
- 22.68%
- 3Y*
- 15.97%
- 5Y*
- 11.84%
- 10Y*
- 11.30%
HUDIX vs. HFCVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HUDIX Huber Large Cap Value Fund | 5.55% | 10.58% | 21.95% | 10.85% | -2.96% | 23.20% | -3.50% | 30.44% | -13.48% | 21.24% |
HFCVX Hennessy Cornerstone Value Fund | 12.39% | 18.27% | 9.59% | 5.81% | 6.12% | 29.94% | -6.39% | 20.84% | -9.50% | 19.21% |
Correlation
The correlation between HUDIX and HFCVX is 0.53, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.53 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.67 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.78 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.83 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013 | 0.84 |
Over the past year, the correlation between HUDIX and HFCVX has dropped to 0.53 - well below their long-term average of 0.84, suggesting their price drivers have been diverging.
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Return for Risk
HUDIX vs. HFCVX — Risk / Return Rank
HUDIX
HFCVX
HUDIX vs. HFCVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Huber Large Cap Value Fund (HUDIX) and Hennessy Cornerstone Value Fund (HFCVX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HUDIX | HFCVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.02 | ||
| Sortino ratioReturn per unit of downside risk | -1.36 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.42 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 2.73 | 6.06 | -3.33 |
| Martin ratioReturn relative to average drawdown | 9.09 | 17.46 | -8.37 |
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Drawdowns
HUDIX vs. HFCVX - Drawdown Comparison
The maximum HUDIX drawdown since its inception was -37.14%, smaller than the maximum HFCVX drawdown of -65.75%. Use the drawdown chart below to compare losses from any high point for HUDIX and HFCVX.
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Drawdown Indicators
| HUDIX | HFCVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.14% | -65.75% | +28.61% |
Max Drawdown (1Y)Largest decline over 1 year | -6.13% | -3.77% | -2.36% |
Max Drawdown (3Y)Largest decline over 3 years | -18.86% | -11.32% | -7.54% |
Max Drawdown (5Y)Largest decline over 5 years | -18.86% | -16.81% | -2.05% |
Max Drawdown (10Y)Largest decline over 10 years | -37.14% | -39.39% | +2.25% |
Current DrawdownCurrent decline from peak | -1.85% | -2.42% | +0.57% |
Average DrawdownAverage peak-to-trough decline | -4.82% | -8.22% | +3.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.84% | 1.31% | +0.53% |
Volatility
HUDIX vs. HFCVX - Volatility Comparison
Huber Large Cap Value Fund (HUDIX) has a higher volatility of 3.82% compared to Hennessy Cornerstone Value Fund (HFCVX) at 3.18%. This indicates that HUDIX's price experiences larger fluctuations and is considered to be riskier than HFCVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HUDIX | HFCVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.82% | 3.18% | +0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 8.86% | 6.99% | +1.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.82% | 9.38% | +2.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.17% | 13.24% | +2.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.44% | 16.40% | +2.04% |
HUDIX vs. HFCVX - Expense Ratio Comparison
HUDIX has a 1.15% expense ratio, which is lower than HFCVX's 1.23% expense ratio.
Dividends
HUDIX vs. HFCVX - Dividend Comparison
HUDIX's dividend yield for the trailing twelve months is around 1.04%, less than HFCVX's 6.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HFCVX Hennessy Cornerstone Value Fund | 6.58% | 7.39% | 4.56% | 3.57% | 10.33% | 4.81% | 2.58% | 6.58% | 17.16% | 14.97% | 2.26% | 2.57% |
HUDIX Huber Large Cap Value Fund | 1.04% | 1.10% | 1.09% | 1.50% | 1.40% | 1.14% | 1.48% | 1.16% | 1.53% | 1.44% | 1.57% | 1.28% |
Frequently Asked Questions
HUDIX and HFCVX have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HUDIX has higher volatility (3.82%) compared to HFCVX (3.18%). In terms of maximum drawdown, HUDIX dropped -37.14% vs HFCVX's -65.75%.
HFCVX currently has the higher Sharpe Ratio (2.44 vs 1.42), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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