Hotchkis Wiley Financial Statements From 2010 to 2024
| HWSZX Fund | USD 86.80 1.16 1.35% |
Check Hotchkis Wiley financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Hotchkis Wiley's main balance sheet or income statement drivers, such as , as well as many indicators such as . Hotchkis financial statements analysis is a perfect complement when working with Hotchkis Wiley Valuation or Volatility modules.
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Hotchkis Wiley Small Mutual Fund One Year Return Analysis
Hotchkis Wiley's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Hotchkis Wiley One Year Return | 23.85 % |
Most of Hotchkis Wiley's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Hotchkis Wiley Small is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
| Competition |
Based on the recorded statements, Hotchkis Wiley Small has an One Year Return of 23.8534%. This is much higher than that of the Hotchkis & Wiley family and significantly higher than that of the Small Value category. The one year return for all United States funds is notably lower than that of the firm.
Hotchkis Wiley Small Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Hotchkis Wiley's current stock value. Our valuation model uses many indicators to compare Hotchkis Wiley value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Hotchkis Wiley competition to find correlations between indicators driving Hotchkis Wiley's intrinsic value. More Info.Hotchkis Wiley Small is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 1,848 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Hotchkis Wiley's earnings, one of the primary drivers of an investment's value.About Hotchkis Wiley Financial Statements
Hotchkis Wiley investors use historical fundamental indicators, such as Hotchkis Wiley's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Hotchkis Wiley. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets plus borrowings for investment purposes in equity securities of small capitalization companies. Hotchkis Wiley Capital Management, LLC currently considers small cap companies to be those with market capitalizations like those found in the Russell 2000 Index.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Hotchkis Mutual Fund
Hotchkis Wiley financial ratios help investors to determine whether Hotchkis Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Hotchkis with respect to the benefits of owning Hotchkis Wiley security.
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