Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HWHCX (HOTCHKIS & WILEY HIGH YIELD FUND CLASS C) | NA | 8.93% | 1.02% | 2.43% | 2.29% | NA | NA | … | … |
Data as of 05/31/2024, Common starting date is 01/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HWHCX (HOTCHKIS & WILEY HIGH YIELD FUND CLASS C) | 01/03/2013 | 05/31/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 8.93 | 1.02 | 2.43 | 2.29 | NA | NA | … | … | 1.36 | 11.79 | -10.93 | 5.69 | 2.87 | 8.53 | -4.44 | 7.17 | 14.56 | -5.33 | -3.32 | 0.93 |
| Sharpe Ratio | NA | 1.23 | -0.25 | 0.13 | 0.23 | NA | NA | … | … | -0.11 | 1.52 | -1.78 | 2.11 | 0.25 | 2.34 | -1.86 | 2.62 | 2.91 | -1.36 | -1.18 | 0.35 |
| Standard Deviation(%) | NA | 4.16 | 5.27 | 6.35 | 5.20 | NA | NA | … | … | 3.36 | 5.01 | 6.95 | 2.68 | 10.53 | 3.04 | 3.10 | 2.51 | 4.92 | 3.94 | 2.83 | 2.59 |
| Draw Down(%) | NA | 3.40 | 14.54 | 23.16 | 23.16 | NA | NA | … | … | 1.91 | 3.72 | 14.53 | 2.07 | 23.16 | 2.30 | 6.59 | 2.02 | 5.77 | 10.90 | 8.00 | 4.43 |
| Yield(%) | 0.00 | 5.07 | 3.74 | 4.10 | 3.98 | 2.73 | 2.05 | … | … | 2.23 | 4.85 | 3.48 | 3.56 | 4.48 | 5.10 | 4.71 | 5.05 | 5.30 | 5.87 | 1.89 | 0.00 |
Data as of 05/31/2024, Common starting date is 01/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HWHCX (HOTCHKIS & WILEY HIGH YIELD FUND CLASS C) |
-3.75%
Mar 2017 – Mar 2020 |
-0.58%
Mar 2015 – Mar 2020 |
1.50%
Feb 2013 – Feb 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HWHCX (HOTCHKIS & WILEY HIGH YIELD FUND CLASS C) |
8.24%
Feb 2016 – Feb 2019 |
6.47%
Feb 2016 – Feb 2021 |
2.35%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart