HWTIX vs. WISIX
Compare and contrast key facts about Hotchkis & Wiley International Small Cap Diversified Value Fund (HWTIX) and William Blair International Small Cap Growth Fund (WISIX).
HWTIX is managed by Hotchkis & Wiley. It was launched on Jun 29, 2020. WISIX is managed by William Blair. It was launched on Oct 31, 2005.
Performance
HWTIX vs. WISIX - Performance Comparison
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HWTIX vs. WISIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
HWTIX Hotchkis & Wiley International Small Cap Diversified Value Fund | -2.04% | 30.96% | 4.62% | 20.79% | -8.67% | 16.22% | 34.26% |
WISIX William Blair International Small Cap Growth Fund | -3.63% | 15.31% | 0.80% | 14.72% | -34.99% | 11.01% | 32.99% |
Returns By Period
In the year-to-date period, HWTIX achieves a -2.04% return, which is significantly higher than WISIX's -3.63% return.
HWTIX
- 1D
- -0.35%
- 1M
- -10.75%
- YTD
- -2.04%
- 6M
- -0.02%
- 1Y
- 21.96%
- 3Y*
- 14.94%
- 5Y*
- 9.48%
- 10Y*
- —
WISIX
- 1D
- -1.60%
- 1M
- -10.09%
- YTD
- -3.63%
- 6M
- -5.31%
- 1Y
- 9.96%
- 3Y*
- 6.21%
- 5Y*
- -1.02%
- 10Y*
- 4.74%
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HWTIX vs. WISIX - Expense Ratio Comparison
HWTIX has a 0.99% expense ratio, which is lower than WISIX's 1.23% expense ratio.
Return for Risk
HWTIX vs. WISIX — Risk / Return Rank
HWTIX
WISIX
HWTIX vs. WISIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hotchkis & Wiley International Small Cap Diversified Value Fund (HWTIX) and William Blair International Small Cap Growth Fund (WISIX). 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.
| HWTIX | WISIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 0.56 | +0.82 |
Sortino ratioReturn per unit of downside risk | 1.80 | 0.83 | +0.97 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.12 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.67 | 0.66 | +1.01 |
Martin ratioReturn relative to average drawdown | 6.61 | 2.01 | +4.60 |
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
| HWTIX | WISIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 0.56 | +0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | -0.06 | +0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.28 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.31 | +0.40 |
Correlation
The correlation between HWTIX and WISIX is 0.76, 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
HWTIX vs. WISIX - Dividend Comparison
HWTIX's dividend yield for the trailing twelve months is around 4.78%, more than WISIX's 0.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HWTIX Hotchkis & Wiley International Small Cap Diversified Value Fund | 4.78% | 4.68% | 31.95% | 6.64% | 5.32% | 22.94% | 4.15% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WISIX William Blair International Small Cap Growth Fund | 0.63% | 0.61% | 1.78% | 0.88% | 0.21% | 16.20% | 2.09% | 0.31% | 13.84% | 9.94% | 0.36% | 2.31% |
Drawdowns
HWTIX vs. WISIX - Drawdown Comparison
The maximum HWTIX drawdown since its inception was -29.57%, smaller than the maximum WISIX drawdown of -64.84%. Use the drawdown chart below to compare losses from any high point for HWTIX and WISIX.
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Drawdown Indicators
| HWTIX | WISIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.57% | -64.84% | +35.27% |
Max Drawdown (1Y)Largest decline over 1 year | -10.87% | -10.09% | -0.78% |
Max Drawdown (5Y)Largest decline over 5 years | -29.57% | -47.76% | +18.19% |
Max Drawdown (10Y)Largest decline over 10 years | — | -47.76% | — |
Current DrawdownCurrent decline from peak | -10.75% | -22.75% | +12.00% |
Average DrawdownAverage peak-to-trough decline | -6.47% | -16.60% | +10.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.98% | 3.67% | -0.69% |
Volatility
HWTIX vs. WISIX - Volatility Comparison
The current volatility for Hotchkis & Wiley International Small Cap Diversified Value Fund (HWTIX) is 5.27%, while William Blair International Small Cap Growth Fund (WISIX) has a volatility of 6.00%. This indicates that HWTIX experiences smaller price fluctuations and is considered to be less risky than WISIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HWTIX | WISIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.27% | 6.00% | -0.73% |
Volatility (6M)Calculated over the trailing 6-month period | 9.20% | 9.88% | -0.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.93% | 15.08% | -0.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.86% | 17.21% | +5.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.17% | 17.23% | +4.94% |