HWMIX vs. CLFFX
Compare and contrast key facts about Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) and Clifford Capital Partners Fund (CLFFX).
HWMIX is managed by Hotchkis & Wiley. It was launched on Jan 2, 1997. CLFFX is managed by Clifford Capital. It was launched on Jan 30, 2014.
Performance
HWMIX vs. CLFFX - Performance Comparison
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HWMIX vs. CLFFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HWMIX Hotchkis & Wiley Mid-Cap Value Fund | 6.50% | 7.87% | 3.62% | 19.87% | 1.63% | 39.18% | 0.49% | 12.97% | -19.32% | 7.69% |
CLFFX Clifford Capital Partners Fund | 0.75% | 18.10% | 9.08% | 4.68% | -4.08% | 19.72% | 10.51% | 23.74% | -9.25% | 10.63% |
Returns By Period
In the year-to-date period, HWMIX achieves a 6.50% return, which is significantly higher than CLFFX's 0.75% return. Over the past 10 years, HWMIX has underperformed CLFFX with an annualized return of 9.06%, while CLFFX has yielded a comparatively higher 10.31% annualized return.
HWMIX
- 1D
- -0.22%
- 1M
- -1.27%
- YTD
- 6.50%
- 6M
- 8.81%
- 1Y
- 20.36%
- 3Y*
- 11.93%
- 5Y*
- 9.71%
- 10Y*
- 9.06%
CLFFX
- 1D
- -0.31%
- 1M
- -6.49%
- YTD
- 0.75%
- 6M
- 3.69%
- 1Y
- 17.65%
- 3Y*
- 12.97%
- 5Y*
- 5.54%
- 10Y*
- 10.31%
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HWMIX vs. CLFFX - Expense Ratio Comparison
HWMIX has a 1.01% expense ratio, which is lower than CLFFX's 1.15% expense ratio.
Return for Risk
HWMIX vs. CLFFX — Risk / Return Rank
HWMIX
CLFFX
HWMIX vs. CLFFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) and Clifford Capital Partners Fund (CLFFX). 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 | CLFFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 1.03 | -0.11 |
Sortino ratioReturn per unit of downside risk | 1.40 | 1.47 | -0.06 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.21 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.29 | 1.28 | +0.01 |
Martin ratioReturn relative to average drawdown | 5.23 | 5.13 | +0.10 |
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 | CLFFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 1.03 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.33 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.53 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.52 | -0.05 |
Correlation
The correlation between HWMIX and CLFFX is 0.83, 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. CLFFX - Dividend Comparison
HWMIX's dividend yield for the trailing twelve months is around 1.31%, more than CLFFX's 1.28% 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% |
CLFFX Clifford Capital Partners Fund | 1.28% | 1.29% | 1.21% | 4.93% | 1.99% | 4.30% | 2.08% | 1.59% | 5.70% | 5.09% | 0.41% | 0.00% |
Drawdowns
HWMIX vs. CLFFX - Drawdown Comparison
The maximum HWMIX drawdown since its inception was -69.84%, which is greater than CLFFX's maximum drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for HWMIX and CLFFX.
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Drawdown Indicators
| HWMIX | CLFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.84% | -40.20% | -29.64% |
Max Drawdown (1Y)Largest decline over 1 year | -9.79% | -9.51% | -0.28% |
Max Drawdown (5Y)Largest decline over 5 years | -25.90% | -21.36% | -4.54% |
Max Drawdown (10Y)Largest decline over 10 years | -63.21% | -40.20% | -23.01% |
Current DrawdownCurrent decline from peak | -3.54% | -7.85% | +4.31% |
Average DrawdownAverage peak-to-trough decline | -10.89% | -6.07% | -4.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.16% | 3.23% | +0.93% |
Volatility
HWMIX vs. CLFFX - Volatility Comparison
The current volatility for Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) is 4.20%, while Clifford Capital Partners Fund (CLFFX) has a volatility of 4.67%. This indicates that HWMIX experiences smaller price fluctuations and is considered to be less risky than CLFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HWMIX | CLFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.20% | 4.67% | -0.47% |
Volatility (6M)Calculated over the trailing 6-month period | 12.42% | 10.55% | +1.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.85% | 18.60% | +5.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.33% | 16.85% | +5.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.61% | 19.46% | +6.15% |