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Hotchkis & Wiley Value Opps Instl (HWAIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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37.86+0.35 (+0.93%)
At close: 08:06AM EDT

Risk overview

Morningstar risk rating★★★★★
Number of years up15
Number of years down6
Best 1-yr total return (1 May 2024)65.96%
Worst 1-yr total return (1 May 2024)N/A

Risk statistics

3 years
HWAIXCategory average
5 years
HWAIXCategory average
10 years
HWAIXCategory average
Alpha
0.59-0.06
-1.21-0.05
-2.76-0.03
BETA
1.020.01
1.120.01
1.120.01
Mean annual return
1.10.01
1.350.01
1.010.01
R-squared
73.980.88
74.650.87
75.080.88
Standard deviation
20.760.2
23.820.16
19.650.15
Sharpe ratio
0.50.01
0.590.01
0.540.01
Treynor ratio
8.550.11
10.740.11
8.160.1