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Australia markets closed
ALL ORDS
8,070.10
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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.
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★
Number of years up
8
Number of years down
4
Best 1-yr total return (2 July 2024)
37.78%
Worst 1-yr total return (2 July 2024)
N/A
Risk statistics
3 years
HULEX
Category average
5 years
HULEX
Category average
10 years
HULEX
Category average
Alpha
3.94
-0.01
1.56
-0.03
-1.8
-0.03
BETA
0.79
0.01
0.84
0.01
0.91
0.01
Mean annual return
1.12
0.01
1.27
0.01
0.87
0.01
R-squared
80.4
0.78
84.5
0.83
82.72
0.84
Standard deviation
15.74
0.17
16.59
0.19
15.35
0.16
Sharpe ratio
0.64
0
0.78
0
0.58
0.01
Treynor ratio
12.06
0.04
14.71
0.07
8.89
0.08
Data disclaimer
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