Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HWMAX (HOTCHKIS & WILEY MID-CAP VALUE FUND CLASS A) | 14.72% | 29.79% | 13.99% | 9.39% | 9.16% | 10.00% | 8.12% | … | … |
Data as of 06/08/2026, Common starting date is 03/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HWMAX (HOTCHKIS & WILEY MID-CAP VALUE FUND CLASS A) | 03/26/2001 | 06/08/2026 |
| 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.35 | 29.79 | 13.99 | 9.39 | 9.16 | 10.00 | 8.12 | … | … | 14.72 | 7.66 | 3.40 | 19.62 | 1.42 | 38.93 | 0.29 | 12.72 | -19.54 | 7.44 | 20.71 | -13.05 | 11.74 | 42.20 | 30.76 | -8.82 | 34.05 | 56.04 | -43.15 | -16.94 | 16.34 | 10.45 | 25.06 | 55.21 | -9.63 | 8.72 |
| Sharpe Ratio | NA | 1.81 | 0.62 | 0.30 | 0.30 | NA | NA | … | … | 2.12 | 0.20 | -0.01 | 0.76 | 0.00 | 1.67 | 0.00 | 0.55 | -1.08 | 0.53 | 0.88 | -0.77 | 0.95 | 3.29 | 1.80 | -0.28 | 1.43 | 1.47 | -0.86 | -1.12 | 1.13 | 0.70 | 2.01 | 3.20 | -0.46 | 0.52 |
| Standard Deviation(%) | NA | 16.25 | 19.34 | 22.20 | 25.75 | NA | NA | … | … | 15.94 | 23.74 | 16.25 | 21.20 | 27.80 | 23.26 | 51.97 | 20.27 | 19.44 | 12.93 | 23.33 | 16.93 | 12.33 | 12.83 | 17.17 | 31.91 | 23.79 | 38.17 | 51.02 | 18.07 | 11.47 | 11.65 | 12.01 | 17.03 | 23.40 | 18.24 |
| Draw Down(%) | NA | 7.19 | 25.96 | 25.96 | 63.36 | NA | NA | … | … | 7.03 | 24.09 | 9.22 | 16.66 | 23.27 | 13.58 | 55.68 | 24.14 | 31.32 | 9.86 | 17.70 | 19.30 | 11.37 | 5.33 | 13.52 | 34.36 | 19.68 | 32.37 | 57.68 | 27.75 | 10.35 | 9.62 | 9.00 | 15.73 | 32.93 | 19.46 |
| Yield(%) | 0.00 | 1.31 | 0.93 | 0.87 | 2.07 | 4.34 | 4.07 | … | … | 0.00 | 1.25 | 1.02 | 0.13 | 0.29 | 1.62 | 2.19 | 1.27 | 2.20 | 6.55 | 1.71 | 11.03 | 10.35 | 0.29 | 0.29 | 0.00 | 0.25 | 1.16 | 0.44 | 14.31 | 10.63 | 7.22 | 3.90 | 2.54 | 2.21 | 0.00 |
Data as of 06/08/2026, Common starting date is 03/26/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HWMAX (HOTCHKIS & WILEY MID-CAP VALUE FUND CLASS A) |
-25.52%
Feb 2006 – Feb 2009 |
-11.83%
Mar 2015 – Mar 2020 |
1.62%
Mar 2010 – Mar 2020 |
1.74%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HWMAX (HOTCHKIS & WILEY MID-CAP VALUE FUND CLASS A) |
42.95%
Feb 2009 – Feb 2012 |
36.01%
Feb 2009 – Feb 2014 |
18.80%
Feb 2009 – Feb 2019 |
15.35%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart