ALOIX vs. HWTIX
Compare and contrast key facts about Virtus International Small-Cap Fund (ALOIX) and Hotchkis & Wiley International Small Cap Diversified Value Fund (HWTIX).
ALOIX is managed by Allianz. It was launched on Dec 30, 1997. HWTIX is managed by Hotchkis & Wiley. It was launched on Jun 29, 2020.
Performance
ALOIX vs. HWTIX - Performance Comparison
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ALOIX vs. HWTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
ALOIX Virtus International Small-Cap Fund | 3.88% | 36.22% | 2.65% | 19.43% | -26.96% | 6.02% | 26.13% |
HWTIX Hotchkis & Wiley International Small Cap Diversified Value Fund | -2.04% | 30.96% | 4.62% | 20.79% | -8.67% | 16.22% | 34.26% |
Returns By Period
In the year-to-date period, ALOIX achieves a 3.88% return, which is significantly higher than HWTIX's -2.04% return.
ALOIX
- 1D
- 0.17%
- 1M
- -9.91%
- YTD
- 3.88%
- 6M
- 9.68%
- 1Y
- 36.10%
- 3Y*
- 17.60%
- 5Y*
- 5.32%
- 10Y*
- 7.23%
HWTIX
- 1D
- -0.35%
- 1M
- -10.75%
- YTD
- -2.04%
- 6M
- -0.02%
- 1Y
- 21.96%
- 3Y*
- 14.94%
- 5Y*
- 9.48%
- 10Y*
- —
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ALOIX vs. HWTIX - Expense Ratio Comparison
ALOIX has a 1.04% expense ratio, which is higher than HWTIX's 0.99% expense ratio.
Return for Risk
ALOIX vs. HWTIX — Risk / Return Rank
ALOIX
HWTIX
ALOIX vs. HWTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus International Small-Cap Fund (ALOIX) and Hotchkis & Wiley International Small Cap Diversified Value Fund (HWTIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ALOIX | HWTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.44 | 1.38 | +1.05 |
Sortino ratioReturn per unit of downside risk | 2.97 | 1.80 | +1.17 |
Omega ratioGain probability vs. loss probability | 1.48 | 1.28 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 3.05 | 1.67 | +1.38 |
Martin ratioReturn relative to average drawdown | 12.51 | 6.61 | +5.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ALOIX | HWTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.44 | 1.38 | +1.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.42 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.71 | -0.42 |
Correlation
The correlation between ALOIX and HWTIX is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ALOIX vs. HWTIX - Dividend Comparison
ALOIX's dividend yield for the trailing twelve months is around 4.37%, less than HWTIX's 4.78% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALOIX Virtus International Small-Cap Fund | 4.37% | 4.54% | 3.50% | 4.93% | 1.25% | 19.08% | 1.38% | 1.62% | 18.17% | 1.52% | 1.04% | 0.54% |
HWTIX Hotchkis & Wiley International Small Cap Diversified Value Fund | 4.78% | 4.68% | 31.95% | 6.64% | 5.32% | 22.94% | 4.15% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ALOIX vs. HWTIX - Drawdown Comparison
The maximum ALOIX drawdown since its inception was -79.29%, which is greater than HWTIX's maximum drawdown of -29.57%. Use the drawdown chart below to compare losses from any high point for ALOIX and HWTIX.
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Drawdown Indicators
| ALOIX | HWTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.29% | -29.57% | -49.72% |
Max Drawdown (1Y)Largest decline over 1 year | -10.56% | -10.87% | +0.31% |
Max Drawdown (5Y)Largest decline over 5 years | -39.41% | -29.57% | -9.84% |
Max Drawdown (10Y)Largest decline over 10 years | -42.79% | — | — |
Current DrawdownCurrent decline from peak | -9.91% | -10.75% | +0.84% |
Average DrawdownAverage peak-to-trough decline | -35.07% | -6.47% | -28.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.71% | 2.98% | -0.27% |
Volatility
ALOIX vs. HWTIX - Volatility Comparison
Virtus International Small-Cap Fund (ALOIX) has a higher volatility of 5.57% compared to Hotchkis & Wiley International Small Cap Diversified Value Fund (HWTIX) at 5.27%. This indicates that ALOIX's price experiences larger fluctuations and is considered to be riskier than HWTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ALOIX | HWTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.57% | 5.27% | +0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 9.69% | 9.20% | +0.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.43% | 14.93% | -0.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.01% | 22.86% | -7.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.60% | 22.17% | -5.57% |