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Summary
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
HWSZX - Hotchkis & Wiley Small Cap Value Fund Class Z
Nasdaq - Nasdaq Delayed Price. Currency in USD
Risk Overview
Morningstar Risk Rating
★★★★★
Number of Years Up
2
Number of Years Down
1
Best 1 Yr Total Return (May 29, 2023)
35.81%
Worst 1 Yr Total Return (May 29, 2023)
N/A
Risk Statistics
3 Years
HWSZX
Category Average
5 Years
HWSZX
Category Average
10 Years
HWSZX
Category Average
Alpha
11.8
-0.12
-4.72
-0.08
-4.27
-0.07
BETA
1.06
0.01
1.29
0.01
1.27
0.01
Mean Annual Return
2.32
0.01
0.92
0.01
0.96
0.01
R-squared
57.73
0.78
68.32
0.72
66.06
0.73
Standard Deviation
25.11
0.28
29.02
0.23
23.19
0.2
Sharpe Ratio
1.05
0
0.33
0.01
0.46
0.01
Treynor Ratio
25.12
0.06
4.18
0.09
6.44
0.08
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