Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HWMZX (Hotchkis & Wiley Mid-Cap Value Fund Class Z) | 11.17% | 24.40% | 13.65% | 10.76% | NA | NA | NA | … | … |
Data as of 06/18/2026, Common starting date is 10/01/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HWMZX (Hotchkis & Wiley Mid-Cap Value Fund Class Z) | 10/01/2019 | 06/18/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.54 | 24.40 | 13.65 | 10.76 | NA | NA | NA | … | … | 11.17 | 8.02 | 3.75 | 20.00 | 1.78 | 39.37 | 0.61 | 11.53 |
| Sharpe Ratio | NA | 1.66 | 0.63 | 0.35 | NA | NA | NA | … | … | 2.40 | 0.22 | 0.01 | 0.78 | 0.01 | 1.69 | 0.01 | 3.29 |
| Standard Deviation(%) | NA | 16.18 | 19.30 | 22.21 | NA | NA | NA | … | … | 15.73 | 23.76 | 16.26 | 21.22 | 27.80 | 23.28 | 51.70 | 16.29 |
| Draw Down(%) | NA | 7.17 | 25.88 | 25.88 | NA | NA | NA | … | … | 7.03 | 24.03 | 9.22 | 16.64 | 23.14 | 13.56 | 55.64 | 4.86 |
| Yield(%) | 0.00 | 1.76 | 1.36 | 1.35 | 1.36 | 0.91 | 0.68 | … | … | 0.00 | 1.70 | 1.33 | 0.49 | 0.61 | 1.97 | 2.31 | 1.86 |
Data as of 06/18/2026, Common starting date is 10/01/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HWMZX (Hotchkis & Wiley Mid-Cap Value Fund Class Z) |
2.87%
Apr 2022 – Apr 2025 |
10.11%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HWMZX (Hotchkis & Wiley Mid-Cap Value Fund Class Z) |
40.61%
Mar 2020 – Mar 2023 |
26.27%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart