HWMIX vs. CISMX
Compare and contrast key facts about Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) and Clarkston Partners Fund (CISMX).
HWMIX is managed by Hotchkis & Wiley. It was launched on Jan 2, 1997. CISMX is managed by Clarkston Funds. It was launched on Sep 15, 2015.
Performance
HWMIX vs. CISMX - Performance Comparison
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HWMIX vs. CISMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HWMIX Hotchkis & Wiley Mid-Cap Value Fund | 6.74% | 7.87% | 3.62% | 19.87% | 1.63% | 39.18% | 0.49% | 12.97% | -19.32% | 7.69% |
CISMX Clarkston Partners Fund | -2.54% | -8.37% | 4.49% | 6.41% | -0.40% | 7.94% | 17.42% | 23.98% | -7.25% | 12.84% |
Returns By Period
In the year-to-date period, HWMIX achieves a 6.74% return, which is significantly higher than CISMX's -2.54% return. Over the past 10 years, HWMIX has outperformed CISMX with an annualized return of 9.08%, while CISMX has yielded a comparatively lower 6.07% annualized return.
HWMIX
- 1D
- 1.52%
- 1M
- -2.06%
- YTD
- 6.74%
- 6M
- 8.96%
- 1Y
- 22.13%
- 3Y*
- 12.01%
- 5Y*
- 9.76%
- 10Y*
- 9.08%
CISMX
- 1D
- 2.25%
- 1M
- -5.82%
- YTD
- -2.54%
- 6M
- -3.89%
- 1Y
- -5.23%
- 3Y*
- -0.23%
- 5Y*
- -1.36%
- 10Y*
- 6.07%
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HWMIX vs. CISMX - Expense Ratio Comparison
HWMIX has a 1.01% expense ratio, which is higher than CISMX's 1.00% expense ratio.
Return for Risk
HWMIX vs. CISMX — Risk / Return Rank
HWMIX
CISMX
HWMIX vs. CISMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) and Clarkston Partners Fund (CISMX). 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.
| HWMIX | CISMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | -0.25 | +1.18 |
Sortino ratioReturn per unit of downside risk | 1.41 | -0.24 | +1.65 |
Omega ratioGain probability vs. loss probability | 1.21 | 0.97 | +0.24 |
Calmar ratioReturn relative to maximum drawdown | 1.35 | -0.43 | +1.78 |
Martin ratioReturn relative to average drawdown | 5.49 | -1.04 | +6.53 |
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
| HWMIX | CISMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | -0.25 | +1.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | -0.08 | +0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.33 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.36 | +0.12 |
Correlation
The correlation between HWMIX and CISMX is 0.81, 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
HWMIX vs. CISMX - Dividend Comparison
HWMIX's dividend yield for the trailing twelve months is around 1.31%, less than CISMX's 4.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HWMIX Hotchkis & Wiley Mid-Cap Value Fund | 1.31% | 1.39% | 1.15% | 0.28% | 0.49% | 1.28% | 2.25% | 1.60% | 2.99% | 6.72% | 1.53% | 14.67% |
CISMX Clarkston Partners Fund | 4.77% | 4.65% | 1.05% | 3.76% | 16.95% | 0.81% | 3.73% | 3.79% | 7.15% | 1.30% | 1.17% | 0.09% |
Drawdowns
HWMIX vs. CISMX - Drawdown Comparison
The maximum HWMIX drawdown since its inception was -69.84%, which is greater than CISMX's maximum drawdown of -33.80%. Use the drawdown chart below to compare losses from any high point for HWMIX and CISMX.
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Drawdown Indicators
| HWMIX | CISMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.84% | -33.80% | -36.04% |
Max Drawdown (1Y)Largest decline over 1 year | -16.87% | -11.26% | -5.61% |
Max Drawdown (5Y)Largest decline over 5 years | -25.90% | -21.19% | -4.71% |
Max Drawdown (10Y)Largest decline over 10 years | -63.21% | -33.80% | -29.41% |
Current DrawdownCurrent decline from peak | -3.32% | -16.58% | +13.26% |
Average DrawdownAverage peak-to-trough decline | -10.89% | -6.55% | -4.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.15% | 4.70% | -0.55% |
Volatility
HWMIX vs. CISMX - Volatility Comparison
The current volatility for Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) is 4.30%, while Clarkston Partners Fund (CISMX) has a volatility of 5.49%. This indicates that HWMIX experiences smaller price fluctuations and is considered to be less risky than CISMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HWMIX | CISMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.30% | 5.49% | -1.19% |
Volatility (6M)Calculated over the trailing 6-month period | 12.42% | 12.64% | -0.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.86% | 19.91% | +3.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.34% | 17.39% | +4.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.62% | 18.22% | +7.40% |