Hotchkis Wiley Small Fund Manager Performance Evaluation
| HWVZX Fund | USD 11.41 0.12 1.04% |
The fund retains a Market Volatility (i.e., Beta) of -0.0154, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Hotchkis Wiley are expected to decrease at a much lower rate. During the bear market, Hotchkis Wiley is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Hotchkis Wiley Small has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
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Hotchkis Wiley Relative Risk vs. Return Landscape
If you would invest 1,225 in Hotchkis Wiley Small on December 23, 2024 and sell it today you would lose (84.00) from holding Hotchkis Wiley Small or give up 6.86% of portfolio value over 90 days. Hotchkis Wiley Small is currently producing negative expected returns and takes up 1.0422% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Hotchkis, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Hotchkis Wiley Current Valuation
Fairly Valued
Today
Please note that Hotchkis Wiley's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Hotchkis Wiley Small retains a regular Real Value of $11.54 per share. The prevalent price of the fund is $11.41. We determine the value of Hotchkis Wiley Small 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 Wiley is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Hotchkis Mutual Fund. However, Hotchkis Wiley's 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 11.41 | Real 11.54 | Hype 11.41 | Naive 11.67 |
The intrinsic value of Hotchkis Wiley's 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 Wiley's 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 Wiley Small 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 Wiley more accurately as focusing exclusively on Hotchkis Wiley's fundamentals will not take into account other important factors: Hotchkis Wiley Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Hotchkis Wiley's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Hotchkis Wiley Small, and traders can use it to determine the average amount a Hotchkis Wiley's 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 = -0.1065
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HWVZX |
Estimated Market Risk
| 1.04 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.11 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Hotchkis Wiley is not performing at its full potential. However, 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 Hotchkis Wiley to a well-diversified portfolio.
Hotchkis Wiley Fundamentals Growth
Hotchkis Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Hotchkis Wiley, and Hotchkis Wiley 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.
| Total Asset | 496.48 M | ||||
About Hotchkis Wiley Performance
Evaluating Hotchkis Wiley's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Hotchkis Wiley 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 Wiley 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 is traded on NASDAQ Exchange in the United States.Things to note about Hotchkis Wiley Small performance evaluation
Checking the ongoing alerts about Hotchkis Wiley for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Hotchkis Wiley Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Hotchkis Wiley Small generated a negative expected return over the last 90 days | |
| The fund retains 98.01% of its assets under management (AUM) in equities |
- Analyzing Hotchkis Wiley's 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 Wiley's stock is overvalued or undervalued compared to its peers.
- Examining Hotchkis Wiley's 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 Wiley's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Hotchkis Wiley's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Hotchkis Wiley's mutual fund. These opinions can provide insight into Hotchkis Wiley's potential for growth and whether the stock is currently undervalued or overvalued.
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.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
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