Hotchkis And Wiley Fund Manager Performance Evaluation
| HWSAX Fund | USD 86.02 1.16 1.37% |
The fund retains a Market Volatility (i.e., Beta) of 1.32, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Hotchkis will likely underperform.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Hotchkis And Wiley are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Hotchkis may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 29th of August 2022 | |
| Expense Ratio | 1.2000 |
Hotchkis |
Hotchkis Relative Risk vs. Return Landscape
If you would invest 7,927 in Hotchkis And Wiley on August 28, 2024 and sell it today you would earn a total of 675.00 from holding Hotchkis And Wiley or generate 8.52% return on investment over 90 days. Hotchkis And Wiley is currently producing 0.1365% returns and takes up 1.1701% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Hotchkis, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Hotchkis Current Valuation
Overvalued
Today
Please note that Hotchkis' price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Hotchkis And Wiley retains a regular Real Value of $77.85 per share. The prevalent price of the fund is $86.02. We determine the value of Hotchkis And Wiley from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Hotchkis is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Hotchkis Mutual Fund. However, Hotchkis' intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 86.02 | Real 77.85 | Hype 86.02 | Naive 83.93 |
The intrinsic value of Hotchkis' stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Hotchkis' stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Hotchkis And Wiley helps investors to forecast how Hotchkis mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Hotchkis more accurately as focusing exclusively on Hotchkis' fundamentals will not take into account other important factors: Hotchkis Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Hotchkis' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Hotchkis And Wiley, and traders can use it to determine the average amount a Hotchkis' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1166
| Best Portfolio | Best Equity | |||
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| Cash | HWSAX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.17 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Hotchkis is performing at about 9% 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 Fundamentals Growth
Hotchkis Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Hotchkis, and Hotchkis fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Hotchkis Mutual Fund performance.
| Price To Earning | 14.70 X | ||||
| Price To Book | 1.11 X | ||||
| Price To Sales | 0.45 X | ||||
| Total Asset | 50.32 M | ||||
About Hotchkis Performance
Evaluating Hotchkis' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Hotchkis has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Hotchkis has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to 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.Things to note about Hotchkis And Wiley performance evaluation
Checking the ongoing alerts about Hotchkis for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Hotchkis And Wiley help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 95.06% of its assets under management (AUM) in equities |
- Analyzing Hotchkis' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Hotchkis' stock is overvalued or undervalued compared to its peers.
- Examining Hotchkis' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Hotchkis' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Hotchkis' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Hotchkis' mutual fund. These opinions can provide insight into Hotchkis' potential for growth and whether the stock is currently undervalued or overvalued.
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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