Hotchkis Wiley Small Fund Price History
HWSZX Fund | USD 86.03 0.05 0.06% |
Below is the normalized historical share price chart for Hotchkis Wiley Small extending back to September 30, 2019. 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 Wiley stands at 86.03, as last reported on the 1st of December, with the highest price reaching 86.03 and the lowest price hitting 86.03 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 Wiley Small 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-seven technical indicators for Hotchkis Wiley Small, which you can use to evaluate the volatility of the entity. Please check out Hotchkis Wiley's Risk Adjusted Performance of 0.0815, downside deviation of 0.9351, and Market Risk Adjusted Performance of 0.0921 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 = 0.1365
Best Portfolio | Best Equity | |||
Good Returns | ||||
Average Returns | ||||
Small Returns | ||||
Cash | HWSZX | Average Risk | High Risk | Huge Risk |
Negative Returns |
Estimated Market Risk
1.09 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 Wiley 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 Wiley by adding it to a well-diversified portfolio.
Hotchkis Wiley Mutual Fund Price History Chart
There are several ways to analyze Hotchkis Wiley Small Fund price data. The simplest method is using a basic Hotchkis candlestick price chart, which shows Hotchkis Wiley price history and the buying and selling dynamics of a specified period. Many traders also use subjective judgment to their trading calls, avoiding the need to trade based on technical analysis.
Highest Price | November 25, 2024 | 86.8 |
Lowest Price | September 11, 2024 | 75.77 |
Hotchkis Wiley December 1, 2024 Mutual Fund Price Synopsis
Various analyses of Hotchkis Wiley's daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Hotchkis Mutual Fund. It can be used to describe the percentage change in the price of Hotchkis Wiley from one trading day to the next and could be a valuable metric for traders and investors to gauge the volatility and momentum of Hotchkis Mutual Fund.Hotchkis Wiley Price Rate Of Daily Change | 1.00 | |
Hotchkis Wiley Price Action Indicator | 0.02 |
Hotchkis Wiley December 1, 2024 Mutual Fund Price Analysis
Hotchkis Mutual Fund Price History Data
The price series of Hotchkis Wiley for the period between Mon, Sep 2, 2024 and Sun, Dec 1, 2024 has a statistical range of 11.03 with a coefficient of variation of 3.25. Under current investment horizon, the daily prices are spread out with arithmetic mean of 81.04. The median price for the last 90 days is 80.54. The company completed dividends distribution on 12/12/2019.Open | High | Low | Close | Volume | ||
12/01/2024 | 86.03 | 86.03 | 86.03 | 86.03 | ||
11/29/2024 | 86.03 | 86.03 | 86.03 | 86.03 | 1.00 | |
11/27/2024 | 85.98 | 85.98 | 85.98 | 85.98 | 1.00 | |
11/26/2024 | 86.14 | 86.14 | 86.14 | 86.14 | 1.00 | |
11/25/2024 | 86.80 | 86.80 | 86.80 | 86.80 | 1.00 | |
11/22/2024 | 85.64 | 85.64 | 85.64 | 85.64 | 1.00 | |
11/21/2024 | 84.23 | 84.23 | 84.23 | 84.23 | 1.00 | |
11/20/2024 | 82.89 | 82.89 | 82.89 | 82.89 | 1.00 | |
11/19/2024 | 82.65 | 82.65 | 82.65 | 82.65 | 1.00 | |
11/18/2024 | 83.19 | 83.19 | 83.19 | 83.19 | 1.00 | |
11/15/2024 | 83.00 | 83.00 | 83.00 | 83.00 | 1.00 | |
11/14/2024 | 83.70 | 83.70 | 83.70 | 83.70 | 1.00 | |
11/13/2024 | 84.26 | 84.26 | 84.26 | 84.26 | 1.00 | |
11/12/2024 | 84.51 | 84.51 | 84.51 | 84.51 | 1.00 | |
11/11/2024 | 85.58 | 85.58 | 85.58 | 85.58 | 1.00 | |
11/08/2024 | 84.84 | 84.84 | 84.84 | 84.84 | 1.00 | |
11/07/2024 | 85.12 | 85.12 | 85.12 | 85.12 | 1.00 | |
11/06/2024 | 85.64 | 85.64 | 85.64 | 85.64 | 1.00 | |
11/05/2024 | 81.50 | 81.50 | 81.50 | 81.50 | 1.00 | |
11/04/2024 | 80.54 | 80.54 | 80.54 | 80.54 | 1.00 | |
11/01/2024 | 80.53 | 80.53 | 80.53 | 80.53 | 1.00 | |
10/31/2024 | 80.10 | 80.10 | 80.10 | 80.10 | 1.00 | |
10/30/2024 | 81.28 | 81.28 | 81.28 | 81.28 | 1.00 | |
10/29/2024 | 80.74 | 80.74 | 80.74 | 80.74 | 1.00 | |
10/28/2024 | 80.54 | 80.54 | 80.54 | 80.54 | 1.00 | |
10/25/2024 | 79.56 | 79.56 | 79.56 | 79.56 | 1.00 | |
10/24/2024 | 79.75 | 79.75 | 79.75 | 79.75 | 1.00 | |
10/23/2024 | 79.42 | 79.42 | 79.42 | 79.42 | 1.00 | |
10/22/2024 | 80.02 | 80.02 | 80.02 | 80.02 | 1.00 | |
10/21/2024 | 80.45 | 80.45 | 80.45 | 80.45 | 1.00 | |
10/18/2024 | 81.78 | 81.78 | 81.78 | 81.78 | 1.00 | |
10/17/2024 | 82.11 | 82.11 | 82.11 | 82.11 | 1.00 | |
10/16/2024 | 81.87 | 81.87 | 81.87 | 81.87 | 1.00 | |
10/15/2024 | 80.70 | 80.70 | 80.70 | 80.70 | 1.00 | |
10/14/2024 | 81.01 | 81.01 | 81.01 | 81.01 | 1.00 | |
10/11/2024 | 81.13 | 81.13 | 81.13 | 81.13 | 1.00 | |
10/10/2024 | 79.87 | 79.87 | 79.87 | 79.87 | 1.00 | |
10/09/2024 | 80.12 | 80.12 | 80.12 | 80.12 | 1.00 | |
10/08/2024 | 79.75 | 79.75 | 79.75 | 79.75 | 1.00 | |
10/07/2024 | 80.11 | 80.11 | 80.11 | 80.11 | 1.00 | |
10/04/2024 | 80.69 | 80.69 | 80.69 | 80.69 | 1.00 | |
10/03/2024 | 79.66 | 79.66 | 79.66 | 79.66 | 1.00 | |
10/02/2024 | 79.81 | 79.81 | 79.81 | 79.81 | 1.00 | |
10/01/2024 | 79.98 | 79.98 | 79.98 | 79.98 | 1.00 | |
09/30/2024 | 80.59 | 80.59 | 80.59 | 80.59 | 1.00 | |
09/27/2024 | 80.73 | 80.73 | 80.73 | 80.73 | 1.00 | |
09/26/2024 | 80.38 | 80.38 | 80.38 | 80.38 | 1.00 | |
09/25/2024 | 79.57 | 79.57 | 79.57 | 79.57 | 1.00 | |
09/24/2024 | 80.76 | 80.76 | 80.76 | 80.76 | 1.00 | |
09/23/2024 | 80.36 | 80.36 | 80.36 | 80.36 | 1.00 | |
09/20/2024 | 80.39 | 80.39 | 80.39 | 80.39 | 1.00 | |
09/19/2024 | 80.99 | 80.99 | 80.99 | 80.99 | 1.00 | |
09/18/2024 | 79.29 | 79.29 | 79.29 | 79.29 | 1.00 | |
09/17/2024 | 79.39 | 79.39 | 79.39 | 79.39 | 1.00 | |
09/16/2024 | 78.57 | 78.57 | 78.57 | 78.57 | 1.00 | |
09/13/2024 | 78.03 | 78.03 | 78.03 | 78.03 | 1.00 | |
09/12/2024 | 76.51 | 76.51 | 76.51 | 76.51 | 1.00 | |
09/11/2024 | 75.77 | 75.77 | 75.77 | 75.77 | 1.00 | |
09/10/2024 | 75.94 | 75.94 | 75.94 | 75.94 | 1.00 | |
09/09/2024 | 76.29 | 76.29 | 76.29 | 76.29 | 1.00 | |
09/06/2024 | 76.21 | 76.21 | 76.21 | 76.21 | 1.00 |
About Hotchkis Wiley Mutual Fund history
Hotchkis Wiley 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 Wiley Small 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 Wiley stock prices may prove useful in developing a viable investing in Hotchkis Wiley
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 Wiley Mutual Fund Technical Analysis
Hotchkis Wiley 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.
Did you try this?
Run AI Portfolio Architect Now
AI Portfolio ArchitectUse AI to generate optimal portfolios and find profitable investment opportunities |
All Next | Launch Module |
Hotchkis Wiley Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Hotchkis Wiley's 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 | 0.0815 | |||
Jensen Alpha | (0.06) | |||
Total Risk Alpha | (0.08) | |||
Sortino Ratio | (0.02) | |||
Treynor Ratio | 0.0821 |
Cycle Indicators | ||
Math Operators | ||
Math Transform | ||
Momentum Indicators | ||
Overlap Studies | ||
Pattern Recognition | ||
Price Transform | ||
Statistic Functions | ||
Volatility Indicators | ||
Volume Indicators |
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.
Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
ETFs Find actively traded Exchange Traded Funds (ETF) from around the world | |
Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format |