Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HWGAX (HOTCHKIS & WILEY GLOBAL VALUE FUND CLASS A) | 4.90% | 17.34% | 17.55% | 10.52% | 10.98% | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 09/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HWGAX (HOTCHKIS & WILEY GLOBAL VALUE FUND CLASS A) | 09/04/2013 | 06/17/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.78 | 17.34 | 17.55 | 10.52 | 10.98 | NA | NA | … | … | 4.90 | 23.41 | 9.11 | 27.84 | -11.95 | 26.46 | -0.92 | 24.30 | -16.36 | 16.48 | 16.14 | -6.47 | 2.38 | 13.03 |
| Sharpe Ratio | NA | 1.16 | 1.08 | 0.45 | 0.45 | NA | NA | … | … | 1.08 | 1.23 | 0.44 | 1.60 | -0.54 | 1.56 | -0.03 | 1.52 | -1.12 | 1.81 | 0.78 | -0.43 | 0.21 | 4.55 |
| Standard Deviation(%) | NA | 12.92 | 14.30 | 17.43 | 20.81 | NA | NA | … | … | 13.98 | 16.72 | 12.35 | 15.25 | 24.72 | 16.89 | 43.63 | 15.05 | 15.88 | 8.77 | 20.55 | 15.28 | 11.08 | 10.05 |
| Draw Down(%) | NA | 9.85 | 14.21 | 28.80 | 47.02 | NA | NA | … | … | 9.85 | 14.21 | 7.52 | 11.17 | 28.80 | 10.10 | 45.78 | 10.63 | 25.89 | 4.08 | 14.04 | 15.38 | 10.80 | 3.17 |
| Yield(%) | 0.00 | 9.42 | 11.93 | 7.71 | 7.67 | 5.86 | 4.39 | … | … | 0.00 | 10.44 | 14.13 | 12.12 | 3.05 | 0.57 | 1.19 | 2.84 | 7.46 | 5.75 | 0.78 | 5.90 | 8.34 | 8.60 |
Data as of 06/17/2026, Common starting date is 09/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HWGAX (HOTCHKIS & WILEY GLOBAL VALUE FUND CLASS A) |
-9.34%
Mar 2017 – Mar 2020 |
-3.70%
Mar 2015 – Mar 2020 |
5.58%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HWGAX (HOTCHKIS & WILEY GLOBAL VALUE FUND CLASS A) |
24.25%
Sep 2022 – Sep 2025 |
20.63%
Mar 2020 – Mar 2025 |
11.79%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart