HUSIX vs. IJR

The year-to-date returns for both stocks are quite close, with HUSIX having a -8.26% return and IJR slightly lower at -8.27%. Over the past 10 years, HUSIX has underperformed IJR with an annualized return of 5.17%, while IJR has yielded a comparatively higher 7.58% annualized return.

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HUSIX has a 1.75% expense ratio, which is higher than IJR's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Huber Small Cap Value Fund (HUSIX) and iShares Core S&P Small-Cap ETF (IJR). 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.

The current HUSIX Sharpe Ratio is 0.15, which is higher than the IJR Sharpe Ratio of -0.03. The chart below compares the historical Sharpe Ratios of HUSIX and IJR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HUSIX's dividend yield for the trailing twelve months is around 0.12%, less than IJR's 2.24% yield.

The maximum HUSIX drawdown since its inception was -69.93%, which is greater than IJR's maximum drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for HUSIX and IJR.

The current volatility for Huber Small Cap Value Fund (HUSIX) is 5.91%, while iShares Core S&P Small-Cap ETF (IJR) has a volatility of 6.57%. This indicates that HUSIX experiences smaller price fluctuations and is considered to be less risky than IJR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.