HWAIX vs. YAFFX
Compare and contrast key facts about Hotchkis & Wiley Value Opportunities Fund (HWAIX) and AMG Yacktman Focused Fund (YAFFX).
HWAIX is managed by Hotchkis & Wiley. It was launched on Dec 31, 2002. YAFFX is managed by AMG. It was launched on May 1, 1997.
Performance
HWAIX vs. YAFFX - Performance Comparison
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HWAIX vs. YAFFX - 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% |
YAFFX AMG Yacktman Focused Fund | 8.59% | 3.89% | 9.30% | 16.53% | -8.20% | 16.48% | 17.22% | 19.21% | 2.99% | 20.07% |
Returns By Period
In the year-to-date period, HWAIX achieves a -1.57% return, which is significantly lower than YAFFX's 8.59% return. Over the past 10 years, HWAIX has outperformed YAFFX with an annualized return of 12.42%, while YAFFX has yielded a comparatively lower 10.91% 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%
YAFFX
- 1D
- -0.76%
- 1M
- -8.71%
- YTD
- 8.59%
- 6M
- -1.14%
- 1Y
- 11.37%
- 3Y*
- 11.67%
- 5Y*
- 7.33%
- 10Y*
- 10.91%
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HWAIX vs. YAFFX - Expense Ratio Comparison
HWAIX has a 0.94% expense ratio, which is lower than YAFFX's 1.25% expense ratio.
Return for Risk
HWAIX vs. YAFFX — Risk / Return Rank
HWAIX
YAFFX
HWAIX vs. YAFFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hotchkis & Wiley Value Opportunities Fund (HWAIX) and AMG Yacktman Focused Fund (YAFFX). 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 | YAFFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 0.49 | +0.09 |
Sortino ratioReturn per unit of downside risk | 0.91 | 0.67 | +0.24 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.16 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.66 | 0.57 | +0.09 |
Martin ratioReturn relative to average drawdown | 2.84 | 2.02 | +0.82 |
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 | YAFFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 0.49 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.41 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.67 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.58 | -0.02 |
Correlation
The correlation between HWAIX and YAFFX is 0.78, 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. YAFFX - Dividend Comparison
HWAIX's dividend yield for the trailing twelve months is around 3.75%, while YAFFX has not paid dividends to shareholders.
| 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% |
YAFFX AMG Yacktman Focused Fund | 0.00% | 0.00% | 18.44% | 4.42% | 7.60% | 4.70% | 11.87% | 15.84% | 22.15% | 11.82% | 11.81% | 24.36% |
Drawdowns
HWAIX vs. YAFFX - Drawdown Comparison
The maximum HWAIX drawdown since its inception was -41.28%, smaller than the maximum YAFFX drawdown of -43.80%. Use the drawdown chart below to compare losses from any high point for HWAIX and YAFFX.
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Drawdown Indicators
| HWAIX | YAFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.28% | -43.80% | +2.52% |
Max Drawdown (1Y)Largest decline over 1 year | -13.18% | -17.08% | +3.90% |
Max Drawdown (5Y)Largest decline over 5 years | -23.87% | -21.31% | -2.56% |
Max Drawdown (10Y)Largest decline over 10 years | -41.28% | -30.62% | -10.66% |
Current DrawdownCurrent decline from peak | -5.20% | -8.71% | +3.51% |
Average DrawdownAverage peak-to-trough decline | -5.68% | -6.24% | +0.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.07% | 4.83% | -1.76% |
Volatility
HWAIX vs. YAFFX - Volatility Comparison
The current volatility for Hotchkis & Wiley Value Opportunities Fund (HWAIX) is 3.38%, while AMG Yacktman Focused Fund (YAFFX) has a volatility of 7.76%. This indicates that HWAIX experiences smaller price fluctuations and is considered to be less risky than YAFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HWAIX | YAFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.38% | 7.76% | -4.38% |
Volatility (6M)Calculated over the trailing 6-month period | 10.01% | 21.51% | -11.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.09% | 22.92% | -4.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.12% | 17.85% | +0.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.47% | 16.39% | +3.08% |