HULIX vs. ACIIX
Compare and contrast key facts about Huber Select Large Cap Value Fund (HULIX) and American Century Equity Income Fund Class I (ACIIX).
HULIX is managed by Huber Funds. It was launched on Jun 29, 2007. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
HULIX vs. ACIIX - Performance Comparison
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HULIX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HULIX Huber Select Large Cap Value Fund | -2.21% | 8.99% | 15.96% | 19.96% | -3.55% | 32.72% | 3.47% | 34.12% | -13.79% | 19.54% |
ACIIX American Century Equity Income Fund Class I | 2.73% | 12.05% | 10.58% | 4.25% | -2.96% | 17.16% | 1.19% | 24.50% | -3.53% | 13.69% |
Returns By Period
In the year-to-date period, HULIX achieves a -2.21% return, which is significantly lower than ACIIX's 2.73% return. Over the past 10 years, HULIX has outperformed ACIIX with an annualized return of 11.92%, while ACIIX has yielded a comparatively lower 8.89% annualized return.
HULIX
- 1D
- -0.14%
- 1M
- -5.61%
- YTD
- -2.21%
- 6M
- -2.45%
- 1Y
- 8.30%
- 3Y*
- 13.93%
- 5Y*
- 11.25%
- 10Y*
- 11.92%
ACIIX
- 1D
- 0.00%
- 1M
- -5.73%
- YTD
- 2.73%
- 6M
- 4.62%
- 1Y
- 9.92%
- 3Y*
- 9.70%
- 5Y*
- 7.47%
- 10Y*
- 8.89%
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HULIX vs. ACIIX - Expense Ratio Comparison
HULIX has a 1.39% expense ratio, which is higher than ACIIX's 0.72% expense ratio.
Return for Risk
HULIX vs. ACIIX — Risk / Return Rank
HULIX
ACIIX
HULIX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Huber Select Large Cap Value Fund (HULIX) and American Century Equity Income Fund Class I (ACIIX). 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.
| HULIX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.53 | 0.93 | -0.39 |
Sortino ratioReturn per unit of downside risk | 0.82 | 1.35 | -0.52 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.19 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.56 | 1.11 | -0.55 |
Martin ratioReturn relative to average drawdown | 2.24 | 4.37 | -2.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HULIX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 0.93 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.70 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.67 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.53 | -0.17 |
Correlation
The correlation between HULIX and ACIIX is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
HULIX vs. ACIIX - Dividend Comparison
HULIX's dividend yield for the trailing twelve months is around 1.20%, less than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HULIX Huber Select Large Cap Value Fund | 1.20% | 1.17% | 0.93% | 0.74% | 0.65% | 0.30% | 1.72% | 0.73% | 1.37% | 0.64% | 1.26% | 1.00% |
ACIIX American Century Equity Income Fund Class I | 10.28% | 10.55% | 11.71% | 8.21% | 8.96% | 7.02% | 2.18% | 7.57% | 9.05% | 12.14% | 8.08% | 10.72% |
Drawdowns
HULIX vs. ACIIX - Drawdown Comparison
The maximum HULIX drawdown since its inception was -70.36%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for HULIX and ACIIX.
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Drawdown Indicators
| HULIX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.36% | -39.16% | -31.20% |
Max Drawdown (1Y)Largest decline over 1 year | -12.68% | -8.96% | -3.72% |
Max Drawdown (5Y)Largest decline over 5 years | -17.14% | -13.49% | -3.65% |
Max Drawdown (10Y)Largest decline over 10 years | -35.41% | -32.76% | -2.65% |
Current DrawdownCurrent decline from peak | -6.78% | -5.73% | -1.05% |
Average DrawdownAverage peak-to-trough decline | -10.85% | -5.26% | -5.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.18% | 2.30% | +0.88% |
Volatility
HULIX vs. ACIIX - Volatility Comparison
Huber Select Large Cap Value Fund (HULIX) has a higher volatility of 3.06% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that HULIX's price experiences larger fluctuations and is considered to be riskier than ACIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HULIX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.06% | 2.76% | +0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 8.44% | 6.05% | +2.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.39% | 11.61% | +4.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.74% | 10.74% | +5.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.58% | 13.37% | +5.21% |