HWHIX vs. SCFIX
Compare and contrast key facts about Hotchkis & Wiley High Yield Fund (HWHIX) and Shenkman Capital Short Duration High Income Fund (SCFIX).
HWHIX is managed by Hotchkis & Wiley. It was launched on Mar 31, 2009. SCFIX is managed by Shenkman Funds. It was launched on Oct 31, 2012.
Performance
HWHIX vs. SCFIX - Performance Comparison
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HWHIX vs. SCFIX - 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% |
SCFIX Shenkman Capital Short Duration High Income Fund | -0.61% | 7.02% | 6.11% | 9.24% | -2.52% | 5.08% | 3.36% | 7.61% | 0.85% | 3.54% |
Returns By Period
In the year-to-date period, HWHIX achieves a -1.84% return, which is significantly lower than SCFIX's -0.61% return. Both investments have delivered pretty close results over the past 10 years, with HWHIX having a 4.28% annualized return and SCFIX not far ahead at 4.30%.
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%
SCFIX
- 1D
- 0.10%
- 1M
- -0.81%
- YTD
- -0.61%
- 6M
- 0.92%
- 1Y
- 5.06%
- 3Y*
- 6.27%
- 5Y*
- 4.65%
- 10Y*
- 4.30%
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HWHIX vs. SCFIX - Expense Ratio Comparison
HWHIX has a 0.70% expense ratio, which is higher than SCFIX's 0.67% expense ratio.
Return for Risk
HWHIX vs. SCFIX — Risk / Return Rank
HWHIX
SCFIX
HWHIX vs. SCFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hotchkis & Wiley High Yield Fund (HWHIX) and Shenkman Capital Short Duration High Income Fund (SCFIX). 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 | SCFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | 2.61 | -1.26 |
Sortino ratioReturn per unit of downside risk | 1.89 | 3.70 | -1.81 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.65 | -0.36 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 3.04 | -1.52 |
Martin ratioReturn relative to average drawdown | 6.11 | 15.96 | -9.85 |
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 | SCFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 2.61 | -1.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 1.60 | -0.88 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 1.32 | -0.48 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 1.30 | -0.54 |
Correlation
The correlation between HWHIX and SCFIX is 0.72, 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. SCFIX - Dividend Comparison
HWHIX's dividend yield for the trailing twelve months is around 5.89%, more than SCFIX's 5.00% 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% |
SCFIX Shenkman Capital Short Duration High Income Fund | 5.00% | 5.54% | 5.85% | 5.21% | 3.86% | 4.93% | 3.24% | 3.78% | 3.87% | 3.09% | 3.07% | 3.38% |
Drawdowns
HWHIX vs. SCFIX - Drawdown Comparison
The maximum HWHIX drawdown since its inception was -23.03%, which is greater than SCFIX's maximum drawdown of -13.08%. Use the drawdown chart below to compare losses from any high point for HWHIX and SCFIX.
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Drawdown Indicators
| HWHIX | SCFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.03% | -13.08% | -9.95% |
Max Drawdown (1Y)Largest decline over 1 year | -3.14% | -1.63% | -1.51% |
Max Drawdown (5Y)Largest decline over 5 years | -15.02% | -6.30% | -8.72% |
Max Drawdown (10Y)Largest decline over 10 years | -23.03% | -13.08% | -9.95% |
Current DrawdownCurrent decline from peak | -2.45% | -1.01% | -1.44% |
Average DrawdownAverage peak-to-trough decline | -3.84% | -0.52% | -3.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.78% | 0.31% | +0.47% |
Volatility
HWHIX vs. SCFIX - Volatility Comparison
Hotchkis & Wiley High Yield Fund (HWHIX) has a higher volatility of 1.42% compared to Shenkman Capital Short Duration High Income Fund (SCFIX) at 0.79%. This indicates that HWHIX's price experiences larger fluctuations and is considered to be riskier than SCFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HWHIX | SCFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.42% | 0.79% | +0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 2.39% | 1.19% | +1.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.86% | 1.96% | +1.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.65% | 2.92% | +1.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.10% | 3.27% | +1.83% |