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HUSIX vs. ANCIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between HUSIX and ANCIX is 0.82, 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.


-0.50.00.51.00.8

Performance

HUSIX vs. ANCIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Huber Small Cap Value Fund (HUSIX) and Ancora MicroCap Fund (ANCIX). The values are adjusted to include any dividend payments, if applicable.

-10.00%-5.00%0.00%5.00%AugustSeptemberOctoberNovemberDecember2025
3.78%
-8.23%
HUSIX
ANCIX

Key characteristics

Sharpe Ratio

HUSIX:

0.83

ANCIX:

0.06

Sortino Ratio

HUSIX:

1.29

ANCIX:

0.20

Omega Ratio

HUSIX:

1.16

ANCIX:

1.03

Calmar Ratio

HUSIX:

1.49

ANCIX:

0.08

Martin Ratio

HUSIX:

3.68

ANCIX:

0.18

Ulcer Index

HUSIX:

4.52%

ANCIX:

6.02%

Daily Std Dev

HUSIX:

20.07%

ANCIX:

18.03%

Max Drawdown

HUSIX:

-69.93%

ANCIX:

-64.68%

Current Drawdown

HUSIX:

-3.61%

ANCIX:

-9.49%

Returns By Period

In the year-to-date period, HUSIX achieves a 2.18% return, which is significantly higher than ANCIX's 1.30% return. Over the past 10 years, HUSIX has outperformed ANCIX with an annualized return of 7.17%, while ANCIX has yielded a comparatively lower 2.02% annualized return.


HUSIX

YTD

2.18%

1M

1.79%

6M

3.52%

1Y

14.34%

5Y*

9.79%

10Y*

7.17%

ANCIX

YTD

1.30%

1M

-5.15%

6M

-9.24%

1Y

-0.12%

5Y*

9.82%

10Y*

2.02%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


HUSIX vs. ANCIX - Expense Ratio Comparison

HUSIX has a 1.75% expense ratio, which is higher than ANCIX's 1.74% expense ratio.


HUSIX
Huber Small Cap Value Fund
Expense ratio chart for HUSIX: current value at 1.75% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.75%
Expense ratio chart for ANCIX: current value at 1.74% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.74%

Risk-Adjusted Performance

HUSIX vs. ANCIX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HUSIX
The Risk-Adjusted Performance Rank of HUSIX is 4747
Overall Rank
The Sharpe Ratio Rank of HUSIX is 3636
Sharpe Ratio Rank
The Sortino Ratio Rank of HUSIX is 4242
Sortino Ratio Rank
The Omega Ratio Rank of HUSIX is 3737
Omega Ratio Rank
The Calmar Ratio Rank of HUSIX is 7575
Calmar Ratio Rank
The Martin Ratio Rank of HUSIX is 4747
Martin Ratio Rank

ANCIX
The Risk-Adjusted Performance Rank of ANCIX is 66
Overall Rank
The Sharpe Ratio Rank of ANCIX is 66
Sharpe Ratio Rank
The Sortino Ratio Rank of ANCIX is 66
Sortino Ratio Rank
The Omega Ratio Rank of ANCIX is 66
Omega Ratio Rank
The Calmar Ratio Rank of ANCIX is 77
Calmar Ratio Rank
The Martin Ratio Rank of ANCIX is 66
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

HUSIX vs. ANCIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Huber Small Cap Value Fund (HUSIX) and Ancora MicroCap Fund (ANCIX). 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.


Sharpe ratio
The chart of Sharpe ratio for HUSIX, currently valued at 0.83, compared to the broader market-1.000.001.002.003.004.000.830.06
The chart of Sortino ratio for HUSIX, currently valued at 1.29, compared to the broader market0.005.0010.001.290.20
The chart of Omega ratio for HUSIX, currently valued at 1.16, compared to the broader market1.002.003.004.001.161.03
The chart of Calmar ratio for HUSIX, currently valued at 1.49, compared to the broader market0.005.0010.0015.0020.001.490.08
The chart of Martin ratio for HUSIX, currently valued at 3.68, compared to the broader market0.0020.0040.0060.0080.003.680.18
HUSIX
ANCIX

The current HUSIX Sharpe Ratio is 0.83, which is higher than the ANCIX Sharpe Ratio of 0.06. The chart below compares the historical Sharpe Ratios of HUSIX and ANCIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.50AugustSeptemberOctoberNovemberDecember2025
0.83
0.06
HUSIX
ANCIX

Dividends

HUSIX vs. ANCIX - Dividend Comparison

HUSIX's dividend yield for the trailing twelve months is around 0.11%, while ANCIX has not paid dividends to shareholders.


TTM2024202320222021202020192018201720162015
HUSIX
Huber Small Cap Value Fund
0.11%0.11%0.34%0.00%0.96%0.42%0.07%0.20%0.71%1.17%0.61%
ANCIX
Ancora MicroCap Fund
0.00%0.00%1.31%0.00%0.00%0.00%0.00%0.00%0.02%0.21%0.00%

Drawdowns

HUSIX vs. ANCIX - Drawdown Comparison

The maximum HUSIX drawdown since its inception was -69.93%, which is greater than ANCIX's maximum drawdown of -64.68%. Use the drawdown chart below to compare losses from any high point for HUSIX and ANCIX. For additional features, visit the drawdowns tool.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-3.61%
-9.49%
HUSIX
ANCIX

Volatility

HUSIX vs. ANCIX - Volatility Comparison

The current volatility for Huber Small Cap Value Fund (HUSIX) is 4.55%, while Ancora MicroCap Fund (ANCIX) has a volatility of 8.31%. This indicates that HUSIX experiences smaller price fluctuations and is considered to be less risky than ANCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


3.00%4.00%5.00%6.00%7.00%8.00%9.00%AugustSeptemberOctoberNovemberDecember2025
4.55%
8.31%
HUSIX
ANCIX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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