Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HWHZX (HOTCHKIS & WILEY HIGH YIELD FUND CLASS Z) | 0.58% | 5.11% | 7.64% | 3.96% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HWHZX (HOTCHKIS & WILEY HIGH YIELD FUND CLASS Z) | 04/02/2018 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 5.11 | 7.64 | 3.96 | NA | NA | NA | … | … | 0.58 | 7.29 | 7.42 | 13.10 | -9.68 | 6.86 | 3.86 | 9.78 | -2.60 |
| Sharpe Ratio | NA | 1.03 | 1.28 | 0.33 | NA | NA | NA | … | … | -0.15 | 1.14 | 1.21 | 1.86 | -1.60 | 2.47 | 0.34 | 2.65 | -1.48 |
| Standard Deviation(%) | NA | 3.44 | 3.84 | 4.73 | NA | NA | NA | … | … | 4.01 | 3.87 | 3.15 | 5.11 | 6.98 | 2.77 | 10.67 | 3.14 | 3.31 |
| Draw Down(%) | NA | 2.73 | 4.07 | 13.85 | NA | NA | NA | … | … | 2.73 | 4.07 | 1.91 | 3.74 | 13.85 | 2.07 | 23.08 | 2.06 | 6.33 |
| Yield(%) | 0.00 | 5.85 | 6.38 | 5.25 | 4.26 | 2.84 | 2.13 | … | … | 2.07 | 6.38 | 6.42 | 6.14 | 4.79 | 4.68 | 5.43 | 6.20 | 4.39 |
Data as of 06/04/2026, Common starting date is 04/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HWHZX (HOTCHKIS & WILEY HIGH YIELD FUND CLASS Z) |
-0.68%
Sep 2019 – Sep 2022 |
2.10%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HWHZX (HOTCHKIS & WILEY HIGH YIELD FUND CLASS Z) |
10.59%
Sep 2022 – Sep 2025 |
8.12%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart