Huber Capital Small Fund Technical Analysis
HUBER CAPITAL Momentum Analysis
Momentum indicators are widely used technical indicators which help to measure the pace at which the price of specific equity, such as HUBER, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to HUBERHUBER |
What-If Analysis
Running a what-if backtest on Huber Capital Small gives investors a practical way to test how changes in horizon, position size, or market timing might have affected the result. The real value is perspective: it shows whether the thesis would have remained investable across different historical windows or depended too heavily on one favorable stretch.
| 12/26/2025 |
| 03/26/2026 |
With 0.00 allocated to HUBER CAPITAL on December 26, 2025 and held through today, you would record 0.00 in aggregate return. This translates to a 0.0% return on investment in HUBER CAPITAL for the period across 90 trading days. HUBER CAPITAL is grouped with peers such as VANGUARD MARKET, STRATEGIC ADVISERS, LEGG MASON, and Crossmark Steward based on business similarity. The fund invests at least 80 percent of its net assets in common stocks of small capitalization U.S More
HUBER CAPITAL Upside and Downside Indicators Overview
Directional momentum for HUBER CAPITAL is captured through indicators that track upside and downside price ranges. This context describes price behavior relative to short-term momentum benchmarks.
| Downside Deviation | 1.34 | |||
| Information Ratio | 0.0609 | |||
| Maximum Drawdown | 6.1 | |||
| Value At Risk | -2.20 | |||
| Potential Upside | 1.82 |
HUBER CAPITAL Volatility and Risk Indicators Snapshot
HUBER CAPITAL market risk signals reflect the scope and pattern of historical return variability. All values are based on available data and provided as reference information.| Risk Adjusted Performance | 0.0081 | |||
| Jensen Alpha | 0.0758 | |||
| Total Risk Alpha | 0.1095 | |||
| Sortino Ratio | 0.0552 | |||
| Treynor Ratio | -0.0027 |
The mean reversion principle applied to HUBER CAPITAL's suggests that neither prolonged outperformance nor underperformance is permanent. Identifying the root cause of HUBER CAPITAL's price dislocation is essential before acting on a mean reversion signal. The mean reversion tendency in HUBER CAPITAL's price is a well-documented phenomenon in academic research. In many cases, HUBER CAPITAL's price extremes present statistical patterns that have recurred historically.
Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0081 | |||
| Market Risk Adjusted Performance | 0.0073 | |||
| Mean Deviation | 0.9059 | |||
| Semi Deviation | 1.27 | |||
| Downside Deviation | 1.34 | |||
| Coefficient Of Variation | 16698.98 | |||
| Standard Deviation | 1.21 | |||
| Variance | 1.47 | |||
| Information Ratio | 0.0609 | |||
| Jensen Alpha | 0.0758 | |||
| Total Risk Alpha | 0.1095 | |||
| Sortino Ratio | 0.0552 | |||
| Treynor Ratio | -0.0027 | |||
| Maximum Drawdown | 6.1 | |||
| Value At Risk | -2.20 | |||
| Potential Upside | 1.82 | |||
| Downside Variance | 1.8 | |||
| Semi Variance | 1.61 | |||
| Expected Short fall | -0.91 | |||
| Skewness | -0.33 | |||
| Kurtosis | 0.4383 |
Huber Capital Small Backtested Returns
HUBER CAPITAL presents a very low volatility profile within the defined horizon. It exhibits a Sharpe Ratio of close to zero, capturing return dispersion relative to standard deviation. Algorithmic screening detected twenty-seven volatility-sensitive metrics. Please review metrics such as Downside Deviation of 1.34, market risk-adjusted performance of 0.0073, and risk-adjusted performance of 0.0081 to review dispersion measures. The fund shows a Market Sensitivity (Beta) of 1.02, which alludes to elevated sensitivity to broad market movements. HUBER CAPITAL tracks the broader market closely, rising and falling roughly in step with the benchmark.
Auto-correlation | -0.6 |
Good reverse predictability
Huber Capital Small shows good reverse predictability when comparing price series from 26th of December 2025 to 9th of February 2026 against from 9th of February 2026 to 26th of March 2026. A strong serial relationship would imply that HUBER CAPITAL's recent trajectory contains information about its near-term direction. With a serial correlation of -0.6, roughly 60.0% of HUBER CAPITAL's price variation is attributable to patterns in preceding intervals. Given that Huber Capital Small has negative autocorrelation for the selected time horizon, market participants may evaluate potential contrarian price behavior over comparable future intervals.
| Correlation Coefficient | -0.6 | |
| Spearman Rank Test | -0.76 | |
| Residual Average | 0.0 | |
| Price Variance | 0.75 |
HUBER CAPITAL technical mutual fund analysis focuses on price and volume behavior. The toolkit covers moving averages, momentum oscillators, and trend-based signals.
Technical Analysis
This analysis covers thirty-seven data points across the selected time horizon. The Average True Range was developed by J. Welles Wilder in 1970s. It is one of components of the Welles Wilder Directional Movement indicators. The ATR is a measure of Huber Capital Small volatility. High ATR values indicate high volatility, and low values indicate low volatility.
Technical Analysis Methodology & Indicators
Technical analysis of HUBER CAPITAL focuses on NAV trend behavior and volatility patterns where pricing frequency permits. Volatility compression can precede expansion in dispersion regimes.
Unless otherwise specified, data for Huber Capital Small is compiled from fund disclosures and market reference feeds and standardized for comparability. Updates may occur throughout the day.
This content is curated and reviewed by:
Michael Smolkin - Member of Macroaxis Board of DirectorsHUBER CAPITAL Technical Indicators
Investors following Huber Capital Small often rely on technical indicators to test whether price action is supporting continuation, exhaustion, or a possible change in direction. A disciplined technical workflow separates stronger setups from noisier price action.
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0081 | |||
| Market Risk Adjusted Performance | 0.0073 | |||
| Mean Deviation | 0.9059 | |||
| Semi Deviation | 1.27 | |||
| Downside Deviation | 1.34 | |||
| Coefficient Of Variation | 16698.98 | |||
| Standard Deviation | 1.21 | |||
| Variance | 1.47 | |||
| Information Ratio | 0.0609 | |||
| Jensen Alpha | 0.0758 | |||
| Total Risk Alpha | 0.1095 | |||
| Sortino Ratio | 0.0552 | |||
| Treynor Ratio | -0.0027 | |||
| Maximum Drawdown | 6.1 | |||
| Value At Risk | -2.20 | |||
| Potential Upside | 1.82 | |||
| Downside Variance | 1.8 | |||
| Semi Variance | 1.61 | |||
| Expected Short fall | -0.91 | |||
| Skewness | -0.33 | |||
| Kurtosis | 0.4383 |
March 26, 2026 Daily Trend Indicators
Investors following Huber Capital Small often rely on technical indicators to test whether price action is supporting continuation, exhaustion, or a possible change in direction. A disciplined technical workflow separates stronger setups from noisier price action.
| Accumulation Distribution | 0.00 | ||
| Daily Balance Of Power | 0.00 | ||
| Rate Of Daily Change | 1.00 | ||
| Day Median Price | 29.34 | ||
| Day Typical Price | 29.34 | ||
| Price Action Indicator | 0.03 |