Hotchkis Wiley Year To Date Return vs. Net Asset
| HWVZX Fund | USD 14.04 0.12 0.85% |
For Hotchkis Wiley profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Hotchkis Wiley to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Hotchkis Wiley Small utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Hotchkis Wiley's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Hotchkis Wiley Small over time as well as its relative position and ranking within its peers.
Hotchkis |
Hotchkis Wiley Small Net Asset vs. Year To Date Return Fundamental Analysis
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. Hotchkis Wiley Small is one of the top funds in year to date return among similar funds. It is rated # 5 fund in net asset among similar funds making up about 7,841,284 of Net Asset per Year To Date Return. 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.Hotchkis Net Asset vs. Year To Date Return
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Hotchkis Wiley |
| = | 12.80 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Hotchkis Wiley |
| = | 100.37 M |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
Hotchkis Net Asset Comparison
Hotchkis Wiley is currently under evaluation in net asset among similar funds.
Hotchkis Wiley Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Hotchkis Wiley, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Hotchkis Wiley will eventually generate negative long term returns. The profitability progress is the general direction of Hotchkis Wiley's change in net profit over the period of time. It can combine multiple indicators of Hotchkis Wiley, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund normally invests at least 80 percent of its net assets plus borrowings for investment purposes in equity securities of small capitalization companies. It seeks to invest in companies whose future prospects are misunderstood or not fully recognized by the market. The fund may invest in foreign securities.
Hotchkis Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Hotchkis Wiley. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Hotchkis Wiley position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Hotchkis Wiley's important profitability drivers and their relationship over time.
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Our tools can tell you how much better you can do entering a position in Hotchkis Wiley without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Analyst AdviceAnalyst recommendations and target price estimates broken down by several categories |
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Use Investing Themes to Complement your Hotchkis Wiley position
In addition to having Hotchkis Wiley in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Emerging Markets Funds
Fund or Etfs that invest in markets of developing countries. The Emerging Markets Funds theme has 44 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Emerging Markets Funds Theme or any other thematic opportunities.
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Other Information on Investing in Hotchkis Mutual Fund
To fully project Hotchkis Wiley's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Hotchkis Wiley Small at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Hotchkis Wiley's income statement, its balance sheet, and the statement of cash flows.
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