# Huber Small Cap Value Inv (HUSIX)

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

**Price:** USD 31.41 (-0.25% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 31.49 · day 31.41–31.41 · 52w 26.19–34.66 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +12.6% vs S&P 500 +13.4%; 5Y +38.8% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +12.6% | +38.8% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +12.6% | +6.8% |
| Volatility (annualized) | 16.4% | 21.1% |
| Max drawdown | -12.5% (Jul 2026→Sep 2026) | -24.1% (Nov 2024→Mar 2025) |

## Peers
HULIX (Huber Capital Equity Income Fd ) USD 38.33 -0.00% · WSCVX (Walthausen Small Cap Value Fund) USD 16.69 +0.00% · SSSFX (AMG SouthernSun Small Cap Fund ) USD 26.4 +0.00% · VVPSX (Vulcan Value Partners Small Cap) USD 14.1 -0.00% · MXXVX (Matthew 25 Fund) USD 39.07 +0.00%

## More
Full page: https://nexqual.com/HUSIX · 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

