HUSIX vs. XTR

In the year-to-date period, HUSIX achieves a -8.26% return, which is significantly lower than XTR's -0.51% return.

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HUSIX has a 1.75% expense ratio, which is higher than XTR's 0.60% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Huber Small Cap Value Fund (HUSIX) and Global X S&P 500 Tail Risk ETF (XTR). 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 0.21, which is lower than the XTR Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of HUSIX and XTR, 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 XTR's 21.00% yield.

The maximum HUSIX drawdown since its inception was -69.93%, which is greater than XTR's maximum drawdown of -20.83%. Use the drawdown chart below to compare losses from any high point for HUSIX and XTR.

Huber Small Cap Value Fund (HUSIX) has a higher volatility of 5.96% compared to Global X S&P 500 Tail Risk ETF (XTR) at 3.84%. This indicates that HUSIX's price experiences larger fluctuations and is considered to be riskier than XTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.