BRUSX vs. HWSIX
Compare and contrast key facts about Bridgeway Ultra Small Company Fund (BRUSX) and Hotchkis & Wiley Small Cap Value Fund (HWSIX).
BRUSX is managed by Bridgeway. It was launched on Aug 5, 1994. HWSIX is managed by Hotchkis & Wiley. It was launched on Sep 20, 1985.
Performance
BRUSX vs. HWSIX - Performance Comparison
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BRUSX vs. HWSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRUSX Bridgeway Ultra Small Company Fund | -6.03% | 7.13% | 17.57% | 18.14% | -10.99% | 13.85% | 33.43% | 9.52% | -15.77% | 3.86% |
HWSIX Hotchkis & Wiley Small Cap Value Fund | 7.19% | 1.60% | 5.00% | 18.85% | 2.97% | 35.54% | -0.31% | 20.54% | -15.03% | 7.66% |
Returns By Period
In the year-to-date period, BRUSX achieves a -6.03% return, which is significantly lower than HWSIX's 7.19% return. Over the past 10 years, BRUSX has underperformed HWSIX with an annualized return of 7.70%, while HWSIX has yielded a comparatively higher 10.01% annualized return.
BRUSX
- 1D
- -0.70%
- 1M
- -8.64%
- YTD
- -6.03%
- 6M
- -8.04%
- 1Y
- 15.35%
- 3Y*
- 10.40%
- 5Y*
- 2.10%
- 10Y*
- 7.70%
HWSIX
- 1D
- -0.30%
- 1M
- -0.11%
- YTD
- 7.19%
- 6M
- 5.71%
- 1Y
- 16.85%
- 3Y*
- 9.76%
- 5Y*
- 9.23%
- 10Y*
- 10.01%
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BRUSX vs. HWSIX - Expense Ratio Comparison
BRUSX has a 1.26% expense ratio, which is higher than HWSIX's 1.06% expense ratio.
Return for Risk
BRUSX vs. HWSIX — Risk / Return Rank
BRUSX
HWSIX
BRUSX vs. HWSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridgeway Ultra Small Company Fund (BRUSX) and Hotchkis & Wiley Small Cap Value Fund (HWSIX). 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.
| BRUSX | HWSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 0.73 | -0.15 |
Sortino ratioReturn per unit of downside risk | 0.95 | 1.16 | -0.21 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.16 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.78 | 0.92 | -0.15 |
Martin ratioReturn relative to average drawdown | 2.21 | 3.44 | -1.23 |
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
| BRUSX | HWSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 0.73 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.43 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.41 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.44 | +0.05 |
Correlation
The correlation between BRUSX and HWSIX is 0.75, 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
BRUSX vs. HWSIX - Dividend Comparison
BRUSX's dividend yield for the trailing twelve months is around 11.23%, more than HWSIX's 0.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRUSX Bridgeway Ultra Small Company Fund | 11.23% | 10.56% | 2.46% | 4.97% | 18.41% | 7.70% | 1.53% | 1.14% | 13.87% | 1.99% | 1.12% | 1.03% |
HWSIX Hotchkis & Wiley Small Cap Value Fund | 0.94% | 1.01% | 8.35% | 1.90% | 13.44% | 0.36% | 0.80% | 4.89% | 9.84% | 5.07% | 0.41% | 11.78% |
Drawdowns
BRUSX vs. HWSIX - Drawdown Comparison
The maximum BRUSX drawdown since its inception was -60.38%, smaller than the maximum HWSIX drawdown of -72.00%. Use the drawdown chart below to compare losses from any high point for BRUSX and HWSIX.
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Drawdown Indicators
| BRUSX | HWSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.38% | -72.00% | +11.62% |
Max Drawdown (1Y)Largest decline over 1 year | -14.33% | -16.44% | +2.11% |
Max Drawdown (5Y)Largest decline over 5 years | -39.83% | -26.92% | -12.91% |
Max Drawdown (10Y)Largest decline over 10 years | -55.77% | -53.67% | -2.10% |
Current DrawdownCurrent decline from peak | -12.20% | -2.75% | -9.45% |
Average DrawdownAverage peak-to-trough decline | -13.61% | -12.12% | -1.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.06% | 4.42% | +0.64% |
Volatility
BRUSX vs. HWSIX - Volatility Comparison
Bridgeway Ultra Small Company Fund (BRUSX) has a higher volatility of 6.39% compared to Hotchkis & Wiley Small Cap Value Fund (HWSIX) at 4.15%. This indicates that BRUSX's price experiences larger fluctuations and is considered to be riskier than HWSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRUSX | HWSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.39% | 4.15% | +2.24% |
Volatility (6M)Calculated over the trailing 6-month period | 15.33% | 12.90% | +2.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.80% | 23.97% | +0.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.39% | 21.70% | +1.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.28% | 24.67% | -1.39% |