# Huber Select Large Cap Value Inv (HULIX)

> Source: Nexqual · https://nexqual.com/HULIX · data as of 2026-10-24 00:02 UTC · cite as "Nexqual, Huber Select Large Cap Value Inv (HULIX), nexqual.com/HULIX" · informational, not investment advice.

**Price:** USD 38.33 (-0.75% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 38.62 · day 38.33–38.33 · 52w 33.75–39.85 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +10.0% vs S&P 500 +13.4%; 5Y +62.9% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +10.0% | +62.9% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +10.0% | +10.3% |
| Volatility (annualized) | 11.5% | 15.5% |
| Max drawdown | -6.8% (Feb 2026→Mar 2026) | -15.3% (Nov 2024→Mar 2025) |

## Peers
HUSIX (Huber Capital Small Cap Value F) USD 31.41 +0.00% · HULEX (Huber Capital Equity Income Fd ) USD 38.35 +0.00% · SMVLX (Smead Value Fund Investor Class) USD 102.85 +0.00% · WESNX (William Blair Emerging Markets ) USD 24.21 +0.00% · FTHAX (Fuller & Thaler Behavioral Smal) USD 57.33 -0.00%

## More
Full page: https://nexqual.com/HULIX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

