Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HWLZX (Hotchkis & Wiley Large Cap Value Fund Class Z) | 9.82% | 28.14% | 19.12% | 9.92% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/01/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HWLZX (Hotchkis & Wiley Large Cap Value Fund Class Z) | 10/01/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.99 | 28.14 | 19.12 | 9.92 | NA | NA | NA | … | … | 9.82 | 18.21 | 12.89 | 17.05 | -5.22 | 29.00 | -0.17 | 11.01 |
| Sharpe Ratio | NA | 1.79 | 1.00 | 0.40 | NA | NA | NA | … | … | 1.28 | 0.82 | 0.71 | 0.83 | -0.27 | 1.58 | -0.01 | 4.00 |
| Standard Deviation(%) | NA | 12.89 | 15.38 | 18.16 | NA | NA | NA | … | … | 12.99 | 18.73 | 13.06 | 16.34 | 24.55 | 18.35 | 45.55 | 12.67 |
| Draw Down(%) | NA | 6.31 | 16.77 | 24.63 | NA | NA | NA | … | … | 6.31 | 16.10 | 8.15 | 12.38 | 24.63 | 10.22 | 46.70 | 3.29 |
| Yield(%) | 0.00 | 8.94 | 11.01 | 7.38 | 5.54 | 3.69 | 2.77 | … | … | 0.00 | 9.08 | 11.57 | 11.74 | 7.36 | 1.27 | 1.73 | 1.84 |
Data as of 06/04/2026, Common starting date is 10/01/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HWLZX (Hotchkis & Wiley Large Cap Value Fund Class Z) |
6.55%
May 2021 – May 2024 |
9.85%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HWLZX (Hotchkis & Wiley Large Cap Value Fund Class Z) |
25.51%
Mar 2020 – Mar 2023 |
21.16%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart