HWHIX vs. CRDOX
Compare and contrast key facts about Hotchkis & Wiley High Yield Fund (HWHIX) and Six Circles Credit Opportunities Fund (CRDOX).
HWHIX is managed by Hotchkis & Wiley. It was launched on Mar 31, 2009. CRDOX is managed by Six Circles. It was launched on Nov 22, 2020.
Performance
HWHIX vs. CRDOX - Performance Comparison
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HWHIX vs. CRDOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
HWHIX Hotchkis & Wiley High Yield Fund | -1.46% | 7.28% | 7.23% | 12.00% | -11.08% | 6.25% | 4.62% |
CRDOX Six Circles Credit Opportunities Fund | -1.45% | 7.48% | 8.69% | 8.06% | -10.62% | 2.66% | 1.71% |
Returns By Period
The year-to-date returns for both investments are quite close, with HWHIX having a -1.46% return and CRDOX slightly higher at -1.45%.
HWHIX
- 1D
- 0.39%
- 1M
- -1.98%
- YTD
- -1.46%
- 6M
- -0.60%
- 1Y
- 5.01%
- 3Y*
- 6.88%
- 5Y*
- 3.33%
- 10Y*
- 4.32%
CRDOX
- 1D
- 0.34%
- 1M
- -2.43%
- YTD
- -1.45%
- 6M
- 0.10%
- 1Y
- 6.40%
- 3Y*
- 6.56%
- 5Y*
- 2.70%
- 10Y*
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HWHIX vs. CRDOX - Expense Ratio Comparison
HWHIX has a 0.70% expense ratio, which is higher than CRDOX's 0.29% expense ratio.
Return for Risk
HWHIX vs. CRDOX — Risk / Return Rank
HWHIX
CRDOX
HWHIX vs. CRDOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hotchkis & Wiley High Yield Fund (HWHIX) and Six Circles Credit Opportunities Fund (CRDOX). 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.
| HWHIX | CRDOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | 2.04 | -0.69 |
Sortino ratioReturn per unit of downside risk | 1.91 | 2.80 | -0.89 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.47 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.77 | 1.81 | -0.04 |
Martin ratioReturn relative to average drawdown | 7.04 | 8.08 | -1.04 |
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
| HWHIX | CRDOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 2.04 | -0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.66 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.72 | +0.05 |
Correlation
The correlation between HWHIX and CRDOX is 0.76, 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
HWHIX vs. CRDOX - Dividend Comparison
HWHIX's dividend yield for the trailing twelve months is around 5.87%, less than CRDOX's 6.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HWHIX Hotchkis & Wiley High Yield Fund | 5.87% | 6.24% | 6.27% | 4.77% | 4.03% | 4.02% | 5.47% | 5.92% | 6.24% | 4.42% | 0.00% | 0.86% |
CRDOX Six Circles Credit Opportunities Fund | 6.34% | 5.18% | 6.96% | 6.86% | 5.82% | 2.73% | 0.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HWHIX vs. CRDOX - Drawdown Comparison
The maximum HWHIX drawdown since its inception was -23.03%, which is greater than CRDOX's maximum drawdown of -15.92%. Use the drawdown chart below to compare losses from any high point for HWHIX and CRDOX.
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Drawdown Indicators
| HWHIX | CRDOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.03% | -15.92% | -7.11% |
Max Drawdown (1Y)Largest decline over 1 year | -3.14% | -3.14% | 0.00% |
Max Drawdown (5Y)Largest decline over 5 years | -15.02% | -15.92% | +0.90% |
Max Drawdown (10Y)Largest decline over 10 years | -23.03% | — | — |
Current DrawdownCurrent decline from peak | -2.07% | -2.81% | +0.74% |
Average DrawdownAverage peak-to-trough decline | -3.84% | -3.63% | -0.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.79% | 0.70% | +0.09% |
Volatility
HWHIX vs. CRDOX - Volatility Comparison
Hotchkis & Wiley High Yield Fund (HWHIX) and Six Circles Credit Opportunities Fund (CRDOX) have volatilities of 1.51% and 1.44%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HWHIX | CRDOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.51% | 1.44% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 2.42% | 2.19% | +0.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.87% | 3.28% | +0.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.64% | 4.11% | +0.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.10% | 4.04% | +1.06% |