Huber Capital Financials
| HULIX Fund | USD 30.63 0.37 1.19% |
Huber |
Please note that past performance is not an indicator of the future performance of Huber Capital, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Huber Capital Fund Summary
Huber Capital competes with Huber Capital, Huber Capital, Huber Capital, and Huber Capital. The fund invests primarily in a diversified portfolio of common stocks, normally investing at least 80 percent of its net assets in large capitalization U.S. companies whose stocks are considered by the adviser to be undervalued. The adviser currently considers large cap companies to be those with market capitalizations in the range of those found in the Bloomberg U.S. 1000 Value Index, although the portfolio will generally consist of stocks with a market capitalization of 1 billion or above at time of initial purchase.Specialization | Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Advisors Series Trust |
| Mutual Fund Family | Huber Funds |
| Mutual Fund Category | Large Value |
| Benchmark | NYSE Composite |
| Phone | 888 482 3726 |
| Currency | USD - US Dollar |
You should never invest in Huber Capital Equity without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Huber Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Huber Capital's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Huber Capital Key Financial Ratios
Generally speaking, Huber Capital's financial ratios allow both analysts and investors to convert raw data from Huber Capital's financial statements into concise, actionable information that can be used to evaluate the performance of Huber Capital over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Huber Capital Equity reports annually and quarterly.Huber Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Huber Capital's current stock value. Our valuation model uses many indicators to compare Huber Capital value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Huber Capital competition to find correlations between indicators driving Huber Capital's intrinsic value. More Info.Huber Capital Equity is one of the top funds in price to earning among similar funds. It is one of the top funds in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Huber Capital Equity is roughly 9.97 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Huber Capital by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Huber Capital's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Huber Capital's earnings, one of the primary drivers of an investment's value.Huber Capital Equity Systematic Risk
Huber Capital's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Huber Capital volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fifteen with a total number of output elements of fourty-six. The Beta measures systematic risk based on how returns on Huber Capital Equity correlated with the market. If Beta is less than 0 Huber Capital generally moves in the opposite direction as compared to the market. If Huber Capital Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Huber Capital Equity is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Huber Capital is generally in the same direction as the market. If Beta > 1 Huber Capital moves generally in the same direction as, but more than the movement of the benchmark.
Huber Capital May 1, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Huber Capital help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Huber Capital Equity. We use our internally-developed statistical techniques to arrive at the intrinsic value of Huber Capital Equity based on widely used predictive technical indicators. In general, we focus on analyzing Huber Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Huber Capital's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7718 | |||
| Information Ratio | 0.0871 | |||
| Maximum Drawdown | 2.81 | |||
| Value At Risk | (1.24) | |||
| Potential Upside | 1.08 |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Huber Capital Equity. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.