Hotchkis Wiley Small Fund Market Value
| HWSIX Fund | USD 82.46 0.41 0.50% |
| Symbol | Hotchkis |
Hotchkis Wiley 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Hotchkis Wiley's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Hotchkis Wiley.
| 11/13/2025 |
| 02/11/2026 |
If you would invest 0.00 in Hotchkis Wiley on November 13, 2025 and sell it all today you would earn a total of 0.00 from holding Hotchkis Wiley Small or generate 0.0% return on investment in Hotchkis Wiley over 90 days. Hotchkis Wiley is related to or competes with Hotchkis Wiley, Hotchkis, Fiera Capital, Columbia Emerging, Blackrock Moderate, Calvert Us, and Calvert Us. The fund normally invests at least 80 percent of its net assets plus borrowings for investment purposes in equity securi... More
Hotchkis Wiley Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Hotchkis Wiley's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Hotchkis Wiley Small upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.9486 | |||
| Information Ratio | 0.1089 | |||
| Maximum Drawdown | 5.16 | |||
| Value At Risk | (1.25) | |||
| Potential Upside | 2.43 |
Hotchkis Wiley Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Hotchkis Wiley's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Hotchkis Wiley's standard deviation. In reality, there are many statistical measures that can use Hotchkis Wiley historical prices to predict the future Hotchkis Wiley's volatility.| Risk Adjusted Performance | 0.1566 | |||
| Jensen Alpha | 0.1104 | |||
| Total Risk Alpha | 0.089 | |||
| Sortino Ratio | 0.1279 | |||
| Treynor Ratio | 0.1802 |
Hotchkis Wiley February 11, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1566 | |||
| Market Risk Adjusted Performance | 0.1902 | |||
| Mean Deviation | 0.8363 | |||
| Semi Deviation | 0.7081 | |||
| Downside Deviation | 0.9486 | |||
| Coefficient Of Variation | 520.56 | |||
| Standard Deviation | 1.11 | |||
| Variance | 1.24 | |||
| Information Ratio | 0.1089 | |||
| Jensen Alpha | 0.1104 | |||
| Total Risk Alpha | 0.089 | |||
| Sortino Ratio | 0.1279 | |||
| Treynor Ratio | 0.1802 | |||
| Maximum Drawdown | 5.16 | |||
| Value At Risk | (1.25) | |||
| Potential Upside | 2.43 | |||
| Downside Variance | 0.8998 | |||
| Semi Variance | 0.5014 | |||
| Expected Short fall | (0.96) | |||
| Skewness | 0.3805 | |||
| Kurtosis | 0.4598 |
Hotchkis Wiley Small Backtested Returns
Hotchkis Wiley appears to be very steady, given 3 months investment horizon. Hotchkis Wiley Small holds Efficiency (Sharpe) Ratio of 0.19, which attests that the entity had a 0.19 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Hotchkis Wiley Small, which you can use to evaluate the volatility of the entity. Please utilize Hotchkis Wiley's Market Risk Adjusted Performance of 0.1902, downside deviation of 0.9486, and Risk Adjusted Performance of 0.1566 to validate if our risk estimates are consistent with your expectations. The fund retains a Market Volatility (i.e., Beta) of 1.13, which attests to a somewhat significant risk relative to the market. Hotchkis Wiley returns are very sensitive to returns on the market. As the market goes up or down, Hotchkis Wiley is expected to follow.
Auto-correlation | 0.82 |
Very good predictability
Hotchkis Wiley Small has very good predictability. Overlapping area represents the amount of predictability between Hotchkis Wiley time series from 13th of November 2025 to 28th of December 2025 and 28th of December 2025 to 11th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Hotchkis Wiley Small price movement. The serial correlation of 0.82 indicates that around 82.0% of current Hotchkis Wiley price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.82 | |
| Spearman Rank Test | 0.71 | |
| Residual Average | 0.0 | |
| Price Variance | 4.03 |
Also Currently Popular
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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