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Hotchkis & Wiley Large Cap Value I (HWLIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
38.60+0.38 (+0.99%)
At close: 08:01PM EST

Risk Overview

Morningstar Risk Rating★★★★★
Number of Years Up24
Number of Years Down11
Best 1 Yr Total Return (Dec 7, 2023)39.95%
Worst 1 Yr Total Return (Dec 7, 2023)N/A

Risk Statistics

3 Years
HWLIXCategory Average
5 Years
HWLIXCategory Average
10 Years
HWLIXCategory Average
Alpha
2.7-0.06
-4.19-0.05
-4.21-0.03
BETA
1.010.01
1.20.01
1.180.01
Mean Annual Return
1.140.01
0.980.01
0.850.01
R-squared
64.890.88
75.020.87
75.850.88
Standard Deviation
21.90.2
26.270.16
20.610.15
Sharpe Ratio
0.520.01
0.370.01
0.430.01
Treynor Ratio
9.450.11
5.530.11
5.950.1