HWAIX vs. AUXFX
Compare and contrast key facts about Hotchkis & Wiley Value Opportunities Fund (HWAIX) and Auxier Focus Fund (AUXFX).
HWAIX is managed by Hotchkis & Wiley. It was launched on Dec 31, 2002. AUXFX is managed by Auxier Funds. It was launched on Jul 9, 1999.
Performance
HWAIX vs. AUXFX - Performance Comparison
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HWAIX vs. AUXFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HWAIX Hotchkis & Wiley Value Opportunities Fund | -0.07% | 14.56% | 11.59% | 26.74% | -7.88% | 34.33% | 5.35% | 25.62% | -11.01% | 13.82% |
AUXFX Auxier Focus Fund | 1.73% | 15.23% | 11.31% | 9.76% | -4.52% | 20.03% | 6.04% | 20.20% | -4.13% | 17.75% |
Returns By Period
In the year-to-date period, HWAIX achieves a -0.07% return, which is significantly lower than AUXFX's 1.73% return. Over the past 10 years, HWAIX has outperformed AUXFX with an annualized return of 12.59%, while AUXFX has yielded a comparatively lower 9.60% annualized return.
HWAIX
- 1D
- 1.53%
- 1M
- -0.48%
- YTD
- -0.07%
- 6M
- 0.35%
- 1Y
- 11.78%
- 3Y*
- 14.48%
- 5Y*
- 10.58%
- 10Y*
- 12.59%
AUXFX
- 1D
- 1.45%
- 1M
- -3.79%
- YTD
- 1.73%
- 6M
- 3.90%
- 1Y
- 12.14%
- 3Y*
- 12.45%
- 5Y*
- 8.60%
- 10Y*
- 9.60%
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HWAIX vs. AUXFX - Expense Ratio Comparison
HWAIX has a 0.94% expense ratio, which is higher than AUXFX's 0.92% expense ratio.
Return for Risk
HWAIX vs. AUXFX — Risk / Return Rank
HWAIX
AUXFX
HWAIX vs. AUXFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hotchkis & Wiley Value Opportunities Fund (HWAIX) and Auxier Focus Fund (AUXFX). 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.
| HWAIX | AUXFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.66 | 1.00 | -0.34 |
Sortino ratioReturn per unit of downside risk | 1.02 | 1.45 | -0.44 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.21 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.92 | 1.62 | -0.70 |
Martin ratioReturn relative to average drawdown | 3.93 | 6.96 | -3.03 |
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
| HWAIX | AUXFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 1.00 | -0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.71 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.63 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.57 | 0.00 |
Correlation
The correlation between HWAIX and AUXFX 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
HWAIX vs. AUXFX - Dividend Comparison
HWAIX's dividend yield for the trailing twelve months is around 3.69%, more than AUXFX's 2.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HWAIX Hotchkis & Wiley Value Opportunities Fund | 3.69% | 3.69% | 10.07% | 8.39% | 2.54% | 13.72% | 2.52% | 2.35% | 11.39% | 3.19% | 2.22% | 17.20% |
AUXFX Auxier Focus Fund | 2.79% | 2.84% | 3.41% | 4.38% | 3.02% | 2.49% | 2.36% | 6.03% | 6.82% | 5.52% | 2.77% | 5.76% |
Drawdowns
HWAIX vs. AUXFX - Drawdown Comparison
The maximum HWAIX drawdown since its inception was -41.28%, roughly equal to the maximum AUXFX drawdown of -39.82%. Use the drawdown chart below to compare losses from any high point for HWAIX and AUXFX.
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Drawdown Indicators
| HWAIX | AUXFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.28% | -39.82% | -1.46% |
Max Drawdown (1Y)Largest decline over 1 year | -13.18% | -8.19% | -4.99% |
Max Drawdown (5Y)Largest decline over 5 years | -23.87% | -15.73% | -8.14% |
Max Drawdown (10Y)Largest decline over 10 years | -41.28% | -33.69% | -7.59% |
Current DrawdownCurrent decline from peak | -3.76% | -3.90% | +0.14% |
Average DrawdownAverage peak-to-trough decline | -5.68% | -4.44% | -1.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.08% | 1.90% | +1.18% |
Volatility
HWAIX vs. AUXFX - Volatility Comparison
Hotchkis & Wiley Value Opportunities Fund (HWAIX) has a higher volatility of 3.74% compared to Auxier Focus Fund (AUXFX) at 3.37%. This indicates that HWAIX's price experiences larger fluctuations and is considered to be riskier than AUXFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HWAIX | AUXFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.74% | 3.37% | +0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 10.12% | 6.55% | +3.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.11% | 12.14% | +5.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.13% | 12.22% | +5.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.47% | 15.20% | +4.27% |