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Huber Select Large Cap Value Instl (HULEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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31.83-0.05 (-0.16%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.96%
5-year average return14.44%
Number of years up8
Number of years down4
Best 1-yr total return (2 July 2024)37.78%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return37.78%
Worst 3-yr total return1.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHULEXCategory
YTD11.89%4.44%
1-month1.02%-4.04%
3-month0.70%4.09%
1-year24.49%14.37%
3-year12.99%6.04%
5-year14.74%9.20%
10-year9.72%8.57%
Last bull market25.18%22.97%
Last bear market-8.02%-11.27%

Annual total return (%) history

Year
HULEXCategory
2024
N/AN/A
2023
20.40%11.63%
2022
-3.28%-5.90%
2021
33.08%26.22%
2020
3.89%2.91%
2019
34.53%25.04%
2018
-13.59%-8.53%
2017
19.93%15.94%
2016
10.45%14.81%
2015
-4.81%-4.05%
2014
-0.32%10.21%
2013
37.78%31.21%
2012
15.59%14.57%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.12%0.70%N/AN/A
20230.38%7.80%0.70%10.50%
20220.16%-8.02%-5.10%10.64%
202111.43%7.87%0.75%9.88%
2020-21.03%13.76%1.62%13.80%
201914.24%6.68%1.83%8.40%
2018-4.41%1.54%7.19%-16.94%
20174.42%1.80%5.52%6.93%
2016-3.30%1.95%4.87%6.83%
2015-4.21%5.24%-9.37%4.18%
20142.02%2.05%-5.26%1.06%
201312.57%4.62%5.67%10.70%
201210.91%-1.93%6.00%0.26%

Rank in category (by total return)

YTD8
1-month13
3-month14
1-year4
3-year1
5-year2

Load adjusted returns

1-year24.49%
3-year12.99%
5-year14.74%
10-year9.72%