HWHIX vs. RPHIX
Compare and contrast key facts about Hotchkis & Wiley High Yield Fund (HWHIX) and RiverPark Short Term High Yield Fund (RPHIX).
HWHIX is managed by Hotchkis & Wiley. It was launched on Mar 31, 2009. RPHIX is managed by RiverPark Funds. It was launched on Sep 30, 2010.
Performance
HWHIX vs. RPHIX - Performance Comparison
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HWHIX vs. RPHIX - 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% |
RPHIX RiverPark Short Term High Yield Fund | 1.02% | 4.76% | 6.71% | 5.87% | 2.97% | 2.05% | 1.95% | 2.77% | 2.44% | 2.50% |
Returns By Period
In the year-to-date period, HWHIX achieves a -1.84% return, which is significantly lower than RPHIX's 1.02% return. Over the past 10 years, HWHIX has outperformed RPHIX with an annualized return of 4.28%, while RPHIX has yielded a comparatively lower 3.51% 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%
RPHIX
- 1D
- 0.10%
- 1M
- 0.41%
- YTD
- 1.02%
- 6M
- 2.21%
- 1Y
- 4.74%
- 3Y*
- 5.70%
- 5Y*
- 4.56%
- 10Y*
- 3.51%
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HWHIX vs. RPHIX - Expense Ratio Comparison
HWHIX has a 0.70% expense ratio, which is lower than RPHIX's 0.89% expense ratio.
Return for Risk
HWHIX vs. RPHIX — Risk / Return Rank
HWHIX
RPHIX
HWHIX vs. RPHIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hotchkis & Wiley High Yield Fund (HWHIX) and RiverPark Short Term High Yield Fund (RPHIX). 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 | RPHIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | 5.05 | -3.71 |
Sortino ratioReturn per unit of downside risk | 1.89 | 10.09 | -8.20 |
Omega ratioGain probability vs. loss probability | 1.29 | 3.43 | -2.14 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 11.50 | -9.99 |
Martin ratioReturn relative to average drawdown | 6.11 | 85.12 | -79.01 |
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 | RPHIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 5.05 | -3.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 3.63 | -2.92 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 2.94 | -2.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 2.94 | -2.18 |
Correlation
The correlation between HWHIX and RPHIX is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
HWHIX vs. RPHIX - Dividend Comparison
HWHIX's dividend yield for the trailing twelve months is around 5.89%, more than RPHIX's 4.10% 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% |
RPHIX RiverPark Short Term High Yield Fund | 4.10% | 4.76% | 6.40% | 5.08% | 3.46% | 2.03% | 2.44% | 2.85% | 2.83% | 2.68% | 2.63% | 3.19% |
Drawdowns
HWHIX vs. RPHIX - Drawdown Comparison
The maximum HWHIX drawdown since its inception was -23.03%, which is greater than RPHIX's maximum drawdown of -3.16%. Use the drawdown chart below to compare losses from any high point for HWHIX and RPHIX.
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Drawdown Indicators
| HWHIX | RPHIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.03% | -3.16% | -19.87% |
Max Drawdown (1Y)Largest decline over 1 year | -3.14% | -0.41% | -2.73% |
Max Drawdown (5Y)Largest decline over 5 years | -15.02% | -0.92% | -14.10% |
Max Drawdown (10Y)Largest decline over 10 years | -23.03% | -3.16% | -19.87% |
Current DrawdownCurrent decline from peak | -2.45% | 0.00% | -2.45% |
Average DrawdownAverage peak-to-trough decline | -3.84% | -0.09% | -3.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.78% | 0.06% | +0.72% |
Volatility
HWHIX vs. RPHIX - Volatility Comparison
Hotchkis & Wiley High Yield Fund (HWHIX) has a higher volatility of 1.42% compared to RiverPark Short Term High Yield Fund (RPHIX) at 0.24%. This indicates that HWHIX's price experiences larger fluctuations and is considered to be riskier than RPHIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HWHIX | RPHIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.42% | 0.24% | +1.18% |
Volatility (6M)Calculated over the trailing 6-month period | 2.39% | 0.62% | +1.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.86% | 0.97% | +2.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.65% | 1.26% | +3.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.10% | 1.20% | +3.90% |