HUSIX vs. ANCIX
Compare and contrast key facts about Huber Small Cap Value Fund (HUSIX) and Ancora MicroCap Fund (ANCIX).
HUSIX is managed by Huber Funds. It was launched on Jun 29, 2007. ANCIX is managed by Ancora. It was launched on Sep 2, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HUSIX or ANCIX.
Key characteristics
| HUSIX | ANCIX | |
|---|---|---|
| YTD Return | 15.24% | 3.93% |
| 1Y Return | 31.23% | 11.74% |
| 3Y Return (Ann) | 6.91% | 2.97% |
| 5Y Return (Ann) | 10.46% | 11.19% |
| 10Y Return (Ann) | 6.23% | 0.97% |
| Sharpe Ratio | 1.52 | 0.65 |
| Sortino Ratio | 2.22 | 1.05 |
| Omega Ratio | 1.28 | 1.12 |
| Calmar Ratio | 2.73 | 0.91 |
| Martin Ratio | 6.77 | 2.00 |
| Ulcer Index | 4.49% | 5.54% |
| Daily Std Dev | 20.01% | 16.99% |
| Max Drawdown | -69.93% | -64.68% |
| Current Drawdown | -1.06% | -5.19% |
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.
Performance
HUSIX vs. ANCIX - Performance Comparison
In the year-to-date period, HUSIX achieves a 15.24% return, which is significantly higher than ANCIX's 3.93% return. Over the past 10 years, HUSIX has outperformed ANCIX with an annualized return of 6.23%, while ANCIX has yielded a comparatively lower 0.97% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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HUSIX vs. ANCIX - Expense Ratio Comparison
HUSIX has a 1.75% expense ratio, which is higher than ANCIX's 1.74% expense ratio.
Risk-Adjusted Performance
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.
Dividends
HUSIX vs. ANCIX - Dividend Comparison
HUSIX's dividend yield for the trailing twelve months is around 0.30%, less than ANCIX's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HUSIX Huber Small Cap Value Fund | 0.30% | 0.34% | 0.00% | 0.96% | 0.42% | 0.07% | 0.20% | 0.71% | 1.17% | 0.61% | 0.00% | 0.00% |
ANCIX Ancora MicroCap Fund | 1.26% | 1.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% | 0.21% | 0.00% | 0.00% | 7.61% |
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.
Volatility
HUSIX vs. ANCIX - Volatility Comparison
Huber Small Cap Value Fund (HUSIX) has a higher volatility of 8.30% compared to Ancora MicroCap Fund (ANCIX) at 5.38%. This indicates that HUSIX's price experiences larger fluctuations and is considered to be riskier than ANCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.