HUDIX vs. HULIX
HUDIX (Huber Large Cap Value Fund) and HULIX (Huber Select Large Cap Value Fund) are both Large Cap Value Equities funds from Huber Funds. Over the past 10 years, HUDIX returned 11.01%/yr vs 12.69%/yr for HULIX. With a 0.97 correlation, they move nearly in lockstep. HUDIX charges 1.15%/yr vs 1.39%/yr for HULIX.
Performance
HUDIX vs. HULIX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, HUDIX achieves a 5.32% return, which is significantly higher than HULIX's 3.46% return. Over the past 10 years, HUDIX has underperformed HULIX with an annualized return of 11.01%, while HULIX has yielded a comparatively higher 12.69% annualized return.
HUDIX
- 1D
- 0.15%
- 1M
- 1.29%
- YTD
- 5.32%
- 6M
- 4.64%
- 1Y
- 16.41%
- 3Y*
- 15.61%
- 5Y*
- 10.29%
- 10Y*
- 11.01%
HULIX
- 1D
- -0.03%
- 1M
- 0.14%
- YTD
- 3.46%
- 6M
- 2.82%
- 1Y
- 11.66%
- 3Y*
- 14.13%
- 5Y*
- 11.21%
- 10Y*
- 12.69%
HUDIX vs. HULIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HUDIX Huber Large Cap Value Fund | 5.32% | 10.58% | 21.95% | 10.85% | -2.96% | 23.20% | -3.50% | 30.44% | -13.48% | 21.24% |
HULIX Huber Select Large Cap Value Fund | 3.46% | 8.99% | 15.96% | 19.96% | -3.55% | 32.72% | 3.47% | 34.12% | -13.79% | 19.54% |
Correlation
The correlation between HUDIX and HULIX is 0.96 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.96 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.96 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.97 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.97 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013 | 0.97 |
The correlation between HUDIX and HULIX has been stable across timeframes, ranging from 0.96 to 0.97 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
HUDIX vs. HULIX — Risk / Return Rank
HUDIX
HULIX
HUDIX vs. HULIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Huber Large Cap Value Fund (HUDIX) and Huber Select Large Cap Value Fund (HULIX). 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 | HULIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.37 | ||
| Sortino ratioReturn per unit of downside risk | +0.56 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.19 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.76 | 1.80 | +0.96 |
| Martin ratioReturn relative to average drawdown | 9.21 | 4.87 | +4.34 |
Loading charts...
Drawdowns
HUDIX vs. HULIX - Drawdown Comparison
The maximum HUDIX drawdown since its inception was -37.14%, smaller than the maximum HULIX drawdown of -70.36%. Use the drawdown chart below to compare losses from any high point for HUDIX and HULIX.
Loading charts...
Drawdown Indicators
| HUDIX | HULIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.14% | -70.36% | +33.22% |
Max Drawdown (1Y)Largest decline over 1 year | -6.13% | -6.82% | +0.69% |
Max Drawdown (3Y)Largest decline over 3 years | -18.86% | -17.14% | -1.72% |
Max Drawdown (5Y)Largest decline over 5 years | -18.86% | -17.14% | -1.72% |
Max Drawdown (10Y)Largest decline over 10 years | -37.14% | -35.41% | -1.73% |
Current DrawdownCurrent decline from peak | -2.06% | -2.20% | +0.14% |
Average DrawdownAverage peak-to-trough decline | -4.82% | -10.74% | +5.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.83% | 2.51% | -0.68% |
Volatility
HUDIX vs. HULIX - Volatility Comparison
Huber Large Cap Value Fund (HUDIX) has a higher volatility of 3.86% compared to Huber Select Large Cap Value Fund (HULIX) at 3.60%. This indicates that HUDIX's price experiences larger fluctuations and is considered to be riskier than HULIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| HUDIX | HULIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.86% | 3.60% | +0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 8.87% | 8.62% | +0.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.84% | 11.55% | +0.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.17% | 15.73% | +0.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.50% | 18.56% | -0.06% |
HUDIX vs. HULIX - Expense Ratio Comparison
HUDIX has a 1.15% expense ratio, which is lower than HULIX's 1.39% expense ratio.
Dividends
HUDIX vs. HULIX - Dividend Comparison
HUDIX's dividend yield for the trailing twelve months is around 1.04%, less than HULIX's 1.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
HULIX Huber Select Large Cap Value Fund | 1.13% | 1.17% | 0.93% | 0.74% | 0.65% | 0.30% | 1.72% | 0.73% | 1.37% | 0.64% | 1.26% | 1.00% |
Frequently Asked Questions
With a correlation of 0.96, HUDIX and HULIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
HUDIX has higher volatility (3.86%) compared to HULIX (3.60%). In terms of maximum drawdown, HUDIX dropped -37.14% vs HULIX's -70.36%.
HUDIX currently has the higher Sharpe Ratio (1.43 vs 1.06), 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.
Find the right allocation for HUDIX and HULIX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer