HWAIX vs. IPFPX
Compare and contrast key facts about Hotchkis & Wiley Value Opportunities Fund (HWAIX) and Poplar Forest Partners Fund (IPFPX).
HWAIX is managed by Hotchkis & Wiley. It was launched on Dec 31, 2002. IPFPX is managed by Poplar Forest Capital. It was launched on Dec 31, 2009.
Performance
HWAIX vs. IPFPX - Performance Comparison
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HWAIX vs. IPFPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HWAIX Hotchkis & Wiley Value Opportunities Fund | -1.57% | 14.56% | 11.59% | 26.74% | -7.88% | 34.33% | 5.35% | 25.62% | -11.01% | 13.82% |
IPFPX Poplar Forest Partners Fund | -0.09% | 22.94% | 6.24% | 5.02% | 0.81% | 39.49% | -1.26% | 21.64% | -18.64% | 6.84% |
Returns By Period
In the year-to-date period, HWAIX achieves a -1.57% return, which is significantly lower than IPFPX's -0.09% return. Over the past 10 years, HWAIX has outperformed IPFPX with an annualized return of 12.42%, while IPFPX has yielded a comparatively lower 9.40% annualized return.
HWAIX
- 1D
- 0.30%
- 1M
- -2.29%
- YTD
- -1.57%
- 6M
- -1.32%
- 1Y
- 10.25%
- 3Y*
- 13.90%
- 5Y*
- 10.52%
- 10Y*
- 12.42%
IPFPX
- 1D
- 0.35%
- 1M
- -5.57%
- YTD
- -0.09%
- 6M
- 4.14%
- 1Y
- 15.62%
- 3Y*
- 11.99%
- 5Y*
- 9.48%
- 10Y*
- 9.40%
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HWAIX vs. IPFPX - Expense Ratio Comparison
HWAIX has a 0.94% expense ratio, which is lower than IPFPX's 0.95% expense ratio.
Return for Risk
HWAIX vs. IPFPX — Risk / Return Rank
HWAIX
IPFPX
HWAIX vs. IPFPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hotchkis & Wiley Value Opportunities Fund (HWAIX) and Poplar Forest Partners Fund (IPFPX). 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 | IPFPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 0.99 | -0.41 |
Sortino ratioReturn per unit of downside risk | 0.91 | 1.43 | -0.53 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.20 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.66 | 1.19 | -0.53 |
Martin ratioReturn relative to average drawdown | 2.84 | 4.67 | -1.83 |
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 | IPFPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 0.99 | -0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.59 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.47 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.53 | +0.03 |
Correlation
The correlation between HWAIX and IPFPX is 0.88, 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. IPFPX - Dividend Comparison
HWAIX's dividend yield for the trailing twelve months is around 3.75%, less than IPFPX's 9.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HWAIX Hotchkis & Wiley Value Opportunities Fund | 3.75% | 3.69% | 10.07% | 8.39% | 2.54% | 13.72% | 2.52% | 2.35% | 11.39% | 3.19% | 2.22% | 17.20% |
IPFPX Poplar Forest Partners Fund | 9.48% | 9.47% | 10.86% | 3.89% | 6.17% | 14.47% | 2.41% | 1.64% | 12.47% | 5.01% | 2.19% | 0.94% |
Drawdowns
HWAIX vs. IPFPX - Drawdown Comparison
The maximum HWAIX drawdown since its inception was -41.28%, smaller than the maximum IPFPX drawdown of -47.77%. Use the drawdown chart below to compare losses from any high point for HWAIX and IPFPX.
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Drawdown Indicators
| HWAIX | IPFPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.28% | -47.77% | +6.49% |
Max Drawdown (1Y)Largest decline over 1 year | -13.18% | -12.67% | -0.51% |
Max Drawdown (5Y)Largest decline over 5 years | -23.87% | -17.94% | -5.93% |
Max Drawdown (10Y)Largest decline over 10 years | -41.28% | -47.77% | +6.49% |
Current DrawdownCurrent decline from peak | -5.20% | -7.23% | +2.03% |
Average DrawdownAverage peak-to-trough decline | -5.68% | -6.75% | +1.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.07% | 3.24% | -0.17% |
Volatility
HWAIX vs. IPFPX - Volatility Comparison
The current volatility for Hotchkis & Wiley Value Opportunities Fund (HWAIX) is 3.38%, while Poplar Forest Partners Fund (IPFPX) has a volatility of 3.83%. This indicates that HWAIX experiences smaller price fluctuations and is considered to be less risky than IPFPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HWAIX | IPFPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.38% | 3.83% | -0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 10.01% | 9.10% | +0.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.09% | 16.59% | +1.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.12% | 16.05% | +2.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.47% | 19.86% | -0.39% |