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Hotchkis & Wiley Small Cap Value Z (HWSZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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76.56+0.17 (+0.22%)
At close: 06:05PM EDT

Risk overview

Morningstar risk rating★★★★★
Number of years up3
Number of years down1
Best 1-yr total return (6 June 2024)35.81%
Worst 1-yr total return (6 June 2024)N/A

Risk statistics

3 years
HWSZXCategory average
5 years
HWSZXCategory average
10 years
HWSZXCategory average
Alpha
1.27-0.12
-2.56-0.08
-5.28-0.07
BETA
10.01
1.240.01
1.250.01
Mean annual return
10.01
1.440.01
0.90.01
R-squared
62.030.78
64.920.72
65.640.73
Standard deviation
22.460.28
27.990.23
23.640.2
Sharpe ratio
0.390
0.540.01
0.390.01
Treynor ratio
6.70.06
9.50.09
5.350.08