HWHIX vs. CWFIX
Compare and contrast key facts about Hotchkis & Wiley High Yield Fund (HWHIX) and Chartwell Short Duration High Yield Fund (CWFIX).
HWHIX is managed by Hotchkis & Wiley. It was launched on Mar 31, 2009. CWFIX is managed by Carillon Family of Funds. It was launched on Jul 15, 2014.
Performance
HWHIX vs. CWFIX - Performance Comparison
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HWHIX vs. CWFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HWHIX Hotchkis & Wiley High Yield Fund | -1.84% | 7.28% | 7.23% | 12.00% | -11.08% | 6.25% | 3.85% | 9.61% | -3.37% | 6.62% |
CWFIX Chartwell Short Duration High Yield Fund | -0.40% | 6.99% | 5.78% | 7.80% | -3.17% | 2.40% | 4.38% | 7.33% | 0.36% | 3.06% |
Returns By Period
In the year-to-date period, HWHIX achieves a -1.84% return, which is significantly lower than CWFIX's -0.40% return. Over the past 10 years, HWHIX has outperformed CWFIX with an annualized return of 4.28%, while CWFIX has yielded a comparatively lower 4.00% annualized return.
HWHIX
- 1D
- 0.19%
- 1M
- -2.45%
- YTD
- -1.84%
- 6M
- -0.99%
- 1Y
- 4.80%
- 3Y*
- 6.74%
- 5Y*
- 3.31%
- 10Y*
- 4.28%
CWFIX
- 1D
- 0.11%
- 1M
- -1.03%
- YTD
- -0.40%
- 6M
- 1.21%
- 1Y
- 5.08%
- 3Y*
- 6.16%
- 5Y*
- 3.68%
- 10Y*
- 4.00%
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HWHIX vs. CWFIX - Expense Ratio Comparison
HWHIX has a 0.70% expense ratio, which is higher than CWFIX's 0.49% expense ratio.
Return for Risk
HWHIX vs. CWFIX — Risk / Return Rank
HWHIX
CWFIX
HWHIX vs. CWFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hotchkis & Wiley High Yield Fund (HWHIX) and Chartwell Short Duration High Yield Fund (CWFIX). 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 | CWFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | 2.99 | -1.64 |
Sortino ratioReturn per unit of downside risk | 1.89 | 4.25 | -2.36 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.80 | -0.51 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 3.72 | -2.20 |
Martin ratioReturn relative to average drawdown | 6.11 | 17.45 | -11.34 |
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 | CWFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 2.99 | -1.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 1.35 | -0.63 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 1.30 | -0.46 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 1.08 | -0.32 |
Correlation
The correlation between HWHIX and CWFIX is 0.71, 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. CWFIX - Dividend Comparison
HWHIX's dividend yield for the trailing twelve months is around 5.89%, more than CWFIX's 5.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HWHIX Hotchkis & Wiley High Yield Fund | 5.89% | 6.24% | 6.27% | 4.77% | 4.03% | 4.02% | 5.47% | 5.92% | 6.24% | 4.42% | 0.00% | 0.86% |
CWFIX Chartwell Short Duration High Yield Fund | 5.22% | 5.17% | 5.09% | 4.41% | 3.17% | 2.79% | 3.38% | 3.60% | 3.24% | 2.82% | 3.79% | 3.32% |
Drawdowns
HWHIX vs. CWFIX - Drawdown Comparison
The maximum HWHIX drawdown since its inception was -23.03%, which is greater than CWFIX's maximum drawdown of -12.41%. Use the drawdown chart below to compare losses from any high point for HWHIX and CWFIX.
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Drawdown Indicators
| HWHIX | CWFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.03% | -12.41% | -10.62% |
Max Drawdown (1Y)Largest decline over 1 year | -3.14% | -1.37% | -1.77% |
Max Drawdown (5Y)Largest decline over 5 years | -15.02% | -6.36% | -8.66% |
Max Drawdown (10Y)Largest decline over 10 years | -23.03% | -12.41% | -10.62% |
Current DrawdownCurrent decline from peak | -2.45% | -1.03% | -1.42% |
Average DrawdownAverage peak-to-trough decline | -3.84% | -0.87% | -2.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.78% | 0.29% | +0.49% |
Volatility
HWHIX vs. CWFIX - Volatility Comparison
Hotchkis & Wiley High Yield Fund (HWHIX) has a higher volatility of 1.42% compared to Chartwell Short Duration High Yield Fund (CWFIX) at 0.70%. This indicates that HWHIX's price experiences larger fluctuations and is considered to be riskier than CWFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HWHIX | CWFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.42% | 0.70% | +0.72% |
Volatility (6M)Calculated over the trailing 6-month period | 2.39% | 1.03% | +1.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.86% | 1.71% | +2.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.65% | 2.75% | +1.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.10% | 3.09% | +2.01% |