Hotchkis And Wiley Fund Price on May 8, 2024
| HWSAX Fund | USD 85.25 0.05 0.06% |
Below is the normalized historical share price chart for Hotchkis And Wiley extending back to March 19, 2001. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Hotchkis stands at 85.25, as last reported on the 29th of November, with the highest price reaching 85.25 and the lowest price hitting 85.25 during the day.
If you're considering investing in Hotchkis Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Hotchkis Mutual Fund to be very steady. Hotchkis And Wiley holds Efficiency (Sharpe) Ratio of 0.14, which attests that the entity had a 0.14% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Hotchkis And Wiley, which you can use to evaluate the volatility of the entity. Please check out Hotchkis' Market Risk Adjusted Performance of 0.0892, risk adjusted performance of 0.079, and Downside Deviation of 0.9223 to validate if the risk estimate we provide is consistent with the expected return of 0.15%.
Hotchkis Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Hotchkis |
Sharpe Ratio = 0.1358
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| Cash | HWSAX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.1 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 10 90% of assets perform better |
Based on monthly moving average Hotchkis is performing at about 10% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Hotchkis by adding it to a well-diversified portfolio.
Hotchkis Valuation on May 8, 2024
It is possible to determine the worth of Hotchkis on a given historical date. On May 8, 2024 Hotchkis was worth 78.57 at the beginning of the trading date compared to the closed value of 78.57. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Hotchkis mutual fund. Still, in general, we apply an absolute valuation method to find Hotchkis' value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Hotchkis where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Hotchkis' related companies.
| Open | High | Low | Close | Volume | |
| 78.47 | 78.47 | 78.47 | 78.47 | 1.00 | |
05/08/2024 | 78.57 | 78.57 | 78.57 | 78.57 | 1.00 |
| 78.95 | 78.95 | 78.95 | 78.95 | 1.00 |
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Hotchkis Trading Date Momentum on May 8, 2024
| On May 09 2024 Hotchkis And Wiley was traded for 78.95 at the closing time. The highest daily price throughout the period was 78.95 and the lowest price was 78.95 . There was no trading activity during the period 1.0. Lack of trading volume on 05/09/2024 added to the next day price jump. The trading delta at closing time to closing price of the next trading day was 0.48% . The trading delta at closing time to current closing price is 0.33% . |
Hotchkis And Wiley Fundamentals Correlations and Trends
By evaluating Hotchkis' financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Hotchkis' main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Hotchkis financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Hotchkis Mutual Fund history
Hotchkis investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Hotchkis is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Hotchkis And Wiley will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Hotchkis stock prices may prove useful in developing a viable investing in Hotchkis
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.
Hotchkis Mutual Fund Technical Analysis
Hotchkis technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Hotchkis Period Price Range
Low | November 29, 2024
| High |
0.00 | 0.00 |
Hotchkis And Wiley cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Hotchkis November 29, 2024 Market Strength
Market strength indicators help investors to evaluate how Hotchkis mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Hotchkis shares will generate the highest return on investment. By undertsting and applying Hotchkis mutual fund market strength indicators, traders can identify Hotchkis And Wiley entry and exit signals to maximize returns
Hotchkis Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Hotchkis' price direction in advance. Along with the technical and fundamental analysis of Hotchkis Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Hotchkis to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.079 | |||
| Jensen Alpha | (0.05) | |||
| Total Risk Alpha | (0.07) | |||
| Sortino Ratio | (0.01) | |||
| Treynor Ratio | 0.0792 |
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Other Information on Investing in Hotchkis Mutual Fund
Hotchkis 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 security.
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