HUDIX vs. SLVIX
HUDIX (Huber Large Cap Value Fund) and SLVIX (Columbia Select Large Cap Value Fund Institutional Class 2) are both Large Cap Value Equities funds. Over the past 10 years, HUDIX returned 11.03%/yr vs 13.76%/yr for SLVIX. Their correlation of 0.88 suggests significant overlap in exposure. HUDIX charges 1.15%/yr vs 0.53%/yr for SLVIX.
Performance
HUDIX vs. SLVIX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, HUDIX achieves a 5.55% return, which is significantly lower than SLVIX's 13.57% return. Over the past 10 years, HUDIX has underperformed SLVIX with an annualized return of 11.03%, while SLVIX has yielded a comparatively higher 13.76% annualized return.
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%
SLVIX
- 1D
- 0.00%
- 1M
- 2.20%
- YTD
- 13.57%
- 6M
- 12.64%
- 1Y
- 35.38%
- 3Y*
- 20.73%
- 5Y*
- 12.53%
- 10Y*
- 13.76%
HUDIX vs. SLVIX - 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% |
SLVIX Columbia Select Large Cap Value Fund Institutional Class 2 | 13.57% | 28.02% | 12.90% | 5.90% | -0.78% | 26.68% | 6.49% | 26.89% | -12.03% | 19.05% |
Correlation
The correlation between HUDIX and SLVIX is 0.74, 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 | 0.74 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.79 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.85 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.87 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013 | 0.88 |
The correlation between HUDIX and SLVIX shifts across timeframes, from 0.74 (1 year) to 0.88 (all time), reflecting how their relationship changes across market environments.
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. SLVIX — Risk / Return Rank
HUDIX
SLVIX
HUDIX vs. SLVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Huber Large Cap Value Fund (HUDIX) and Columbia Select Large Cap Value Fund Institutional Class 2 (SLVIX). 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 | SLVIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.60 | ||
| Sortino ratioReturn per unit of downside risk | -2.07 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.53 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | 2.73 | 4.09 | -1.36 |
| Martin ratioReturn relative to average drawdown | 9.09 | 16.71 | -7.63 |
Loading charts...
Drawdowns
HUDIX vs. SLVIX - Drawdown Comparison
The maximum HUDIX drawdown since its inception was -37.14%, smaller than the maximum SLVIX drawdown of -59.63%. Use the drawdown chart below to compare losses from any high point for HUDIX and SLVIX.
Loading charts...
Drawdown Indicators
| HUDIX | SLVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.14% | -59.63% | +22.49% |
Max Drawdown (1Y)Largest decline over 1 year | -6.13% | -9.00% | +2.87% |
Max Drawdown (3Y)Largest decline over 3 years | -18.86% | -14.71% | -4.15% |
Max Drawdown (5Y)Largest decline over 5 years | -18.86% | -18.35% | -0.51% |
Max Drawdown (10Y)Largest decline over 10 years | -37.14% | -41.46% | +4.32% |
Current DrawdownCurrent decline from peak | -1.85% | -1.34% | -0.51% |
Average DrawdownAverage peak-to-trough decline | -4.82% | -8.28% | +3.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.84% | 2.19% | -0.35% |
Volatility
HUDIX vs. SLVIX - Volatility Comparison
Huber Large Cap Value Fund (HUDIX) and Columbia Select Large Cap Value Fund Institutional Class 2 (SLVIX) have volatilities of 3.82% and 4.00%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| HUDIX | SLVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.82% | 4.00% | -0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 8.86% | 9.30% | -0.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.82% | 12.22% | -0.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.17% | 15.92% | +0.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.44% | 18.65% | -0.21% |
HUDIX vs. SLVIX - Expense Ratio Comparison
HUDIX has a 1.15% expense ratio, which is higher than SLVIX's 0.53% expense ratio.
Dividends
HUDIX vs. SLVIX - Dividend Comparison
HUDIX's dividend yield for the trailing twelve months is around 1.04%, less than SLVIX's 7.37% 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% |
SLVIX Columbia Select Large Cap Value Fund Institutional Class 2 | 7.37% | 8.37% | 3.62% | 3.75% | 1.62% | 5.95% | 7.47% | 6.97% | 5.02% | 3.73% | 6.95% | 4.71% |
Frequently Asked Questions
HUDIX and SLVIX have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SLVIX has higher volatility (4.00%) compared to HUDIX (3.82%). In terms of maximum drawdown, HUDIX dropped -37.14% vs SLVIX's -59.63%.
SLVIX currently has the higher Sharpe Ratio (3.02 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.
Find the right allocation for HUDIX and SLVIX
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