Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HWLAX (HOTCHKIS & WILEY LARGE CAP VALUE FUND CLASS A) | 9.41% | 24.50% | 17.63% | 8.55% | 11.34% | 11.21% | 7.56% | … | … |
Data as of 06/12/2026, Common starting date is 12/03/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HWLAX (HOTCHKIS & WILEY LARGE CAP VALUE FUND CLASS A) | 12/03/2001 | 06/12/2026 |
| 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 (%) | 0.89 | 24.50 | 17.63 | 8.55 | 11.34 | 11.21 | 7.56 | … | … | 9.41 | 17.78 | 12.53 | 16.64 | -11.74 | 28.54 | -0.53 | 28.73 | -14.47 | 18.59 | 19.38 | -7.97 | 13.19 | 39.55 | 18.48 | -4.49 | 19.83 | 33.93 | -47.07 | -10.65 | 13.40 | 6.13 | 21.70 | 42.32 | -14.23 | -1.01 |
| Sharpe Ratio | NA | 1.67 | 0.94 | 0.32 | 0.44 | NA | NA | … | … | 1.49 | 0.80 | 0.68 | 0.80 | -0.52 | 1.56 | -0.02 | 1.77 | -0.92 | 1.93 | 0.99 | -0.48 | 1.15 | 3.42 | 1.28 | -0.18 | 0.98 | 0.96 | -0.97 | -0.80 | 0.99 | 0.37 | 1.82 | 2.51 | -0.61 | -1.00 |
| Standard Deviation(%) | NA | 13.09 | 15.34 | 18.45 | 21.76 | NA | NA | … | … | 13.22 | 18.71 | 13.08 | 16.34 | 25.49 | 18.31 | 45.71 | 15.42 | 17.39 | 9.31 | 19.35 | 16.71 | 11.49 | 11.55 | 14.47 | 25.12 | 20.22 | 35.07 | 49.33 | 17.40 | 10.09 | 10.56 | 11.36 | 16.56 | 25.08 | 13.85 |
| Draw Down(%) | NA | 6.36 | 16.88 | 24.82 | 46.73 | NA | NA | … | … | 6.36 | 16.15 | 8.18 | 12.42 | 24.82 | 10.24 | 46.73 | 10.54 | 25.45 | 4.69 | 14.37 | 15.63 | 8.26 | 5.20 | 11.77 | 23.24 | 17.46 | 34.07 | 59.66 | 22.41 | 8.91 | 7.04 | 8.47 | 16.53 | 35.50 | 3.82 |
| Yield(%) | 0.00 | 8.24 | 10.35 | 5.98 | 6.45 | 7.40 | 4.83 | … | … | 0.00 | 8.54 | 11.24 | 11.41 | 0.88 | 0.92 | 1.46 | 1.71 | 2.53 | 1.65 | 2.00 | 1.16 | 2.90 | 1.48 | 2.55 | 1.84 | 0.35 | 3.30 | 1.43 | 8.81 | 5.25 | 3.27 | 0.95 | 1.29 | 1.60 | 0.53 |
Data as of 06/12/2026, Common starting date is 12/03/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HWLAX (HOTCHKIS & WILEY LARGE CAP VALUE FUND CLASS A) |
-26.65%
Feb 2006 – Feb 2009 |
-12.97%
Feb 2004 – Feb 2009 |
2.32%
May 2002 – May 2012 |
2.75%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HWLAX (HOTCHKIS & WILEY LARGE CAP VALUE FUND CLASS A) |
30.92%
Feb 2009 – Feb 2012 |
27.89%
Feb 2009 – Feb 2014 |
17.22%
Feb 2009 – Feb 2019 |
14.24%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart