GOODX vs. HWMIX
Compare and contrast key facts about GoodHaven Fund (GOODX) and Hotchkis & Wiley Mid-Cap Value Fund (HWMIX).
GOODX is managed by GoodHaven. It was launched on Apr 8, 2011. HWMIX is managed by Hotchkis & Wiley. It was launched on Jan 2, 1997.
Performance
GOODX vs. HWMIX - Performance Comparison
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GOODX vs. HWMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GOODX GoodHaven Fund | -6.39% | 7.04% | 18.87% | 34.07% | -11.51% | 35.97% | 6.32% | 19.03% | -9.76% | 3.95% |
HWMIX Hotchkis & Wiley Mid-Cap Value Fund | 6.74% | 7.87% | 3.62% | 19.87% | 1.63% | 39.18% | 0.49% | 12.97% | -19.32% | 7.69% |
Returns By Period
In the year-to-date period, GOODX achieves a -6.39% return, which is significantly lower than HWMIX's 6.74% return. Over the past 10 years, GOODX has outperformed HWMIX with an annualized return of 9.98%, while HWMIX has yielded a comparatively lower 9.08% annualized return.
GOODX
- 1D
- 1.50%
- 1M
- -4.24%
- YTD
- -6.39%
- 6M
- -6.26%
- 1Y
- 0.28%
- 3Y*
- 14.16%
- 5Y*
- 11.25%
- 10Y*
- 9.98%
HWMIX
- 1D
- 1.52%
- 1M
- -2.06%
- YTD
- 6.74%
- 6M
- 8.96%
- 1Y
- 22.13%
- 3Y*
- 12.01%
- 5Y*
- 9.76%
- 10Y*
- 9.08%
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GOODX vs. HWMIX - Expense Ratio Comparison
GOODX has a 1.10% expense ratio, which is higher than HWMIX's 1.01% expense ratio.
Return for Risk
GOODX vs. HWMIX — Risk / Return Rank
GOODX
HWMIX
GOODX vs. HWMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for GoodHaven Fund (GOODX) and Hotchkis & Wiley Mid-Cap Value Fund (HWMIX). 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.
| GOODX | HWMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.04 | 0.93 | -0.88 |
Sortino ratioReturn per unit of downside risk | 0.18 | 1.41 | -1.23 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.21 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.09 | 1.35 | -1.26 |
Martin ratioReturn relative to average drawdown | 0.27 | 5.49 | -5.22 |
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
| GOODX | HWMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.04 | 0.93 | -0.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.44 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.36 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.47 | +0.01 |
Correlation
The correlation between GOODX and HWMIX is 0.82, 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
GOODX vs. HWMIX - Dividend Comparison
GOODX's dividend yield for the trailing twelve months is around 3.20%, more than HWMIX's 1.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GOODX GoodHaven Fund | 3.20% | 3.00% | 2.43% | 1.44% | 0.38% | 0.13% | 0.45% | 1.27% | 1.27% | 0.00% | 0.00% | 0.00% |
HWMIX Hotchkis & Wiley Mid-Cap Value Fund | 1.31% | 1.39% | 1.15% | 0.28% | 0.49% | 1.28% | 2.25% | 1.60% | 2.99% | 6.72% | 1.53% | 14.67% |
Drawdowns
GOODX vs. HWMIX - Drawdown Comparison
The maximum GOODX drawdown since its inception was -41.43%, smaller than the maximum HWMIX drawdown of -69.84%. Use the drawdown chart below to compare losses from any high point for GOODX and HWMIX.
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Drawdown Indicators
| GOODX | HWMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.43% | -69.84% | +28.41% |
Max Drawdown (1Y)Largest decline over 1 year | -12.57% | -16.87% | +4.30% |
Max Drawdown (5Y)Largest decline over 5 years | -19.74% | -25.90% | +6.16% |
Max Drawdown (10Y)Largest decline over 10 years | -38.58% | -63.21% | +24.63% |
Current DrawdownCurrent decline from peak | -9.37% | -3.32% | -6.05% |
Average DrawdownAverage peak-to-trough decline | -9.31% | -10.89% | +1.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.36% | 4.15% | +0.21% |
Volatility
GOODX vs. HWMIX - Volatility Comparison
The current volatility for GoodHaven Fund (GOODX) is 3.81%, while Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) has a volatility of 4.30%. This indicates that GOODX experiences smaller price fluctuations and is considered to be less risky than HWMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GOODX | HWMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.81% | 4.30% | -0.49% |
Volatility (6M)Calculated over the trailing 6-month period | 9.44% | 12.42% | -2.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.22% | 23.86% | -6.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.25% | 22.34% | -6.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.27% | 25.62% | -8.35% |