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Hotchkis & Wiley Value Opps Instl (HWAIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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39.38+0.12 (+0.31%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★★★
Number of years up15
Number of years down6
Best 1-yr total return (15 May 2024)65.96%
Worst 1-yr total return (15 May 2024)N/A

Risk statistics

3 years
HWAIXCategory average
5 years
HWAIXCategory average
10 years
HWAIXCategory average
Alpha
1.66-0.01
-0.95-0.03
-2.65-0.03
BETA
1.030.01
1.120.01
1.120.01
Mean annual return
0.930.01
1.220.01
0.970.01
R-squared
75.430.78
74.850.83
75.240.84
Standard deviation
20.950.17
23.90.19
19.710.16
Sharpe ratio
0.390
0.520
0.510.01
Treynor ratio
6.080.04
9.10.07
7.670.08