RSPFX vs. HWSIX
Compare and contrast key facts about Victory RS Partners Fund (RSPFX) and Hotchkis & Wiley Small Cap Value Fund (HWSIX).
RSPFX is managed by Victory. It was launched on Jul 12, 1995. HWSIX is managed by Hotchkis & Wiley. It was launched on Sep 20, 1985.
Performance
RSPFX vs. HWSIX - Performance Comparison
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RSPFX vs. HWSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RSPFX Victory RS Partners Fund | 2.86% | 2.50% | 14.86% | 15.80% | -4.55% | 29.45% | 0.45% | 30.76% | -12.30% | 14.24% |
HWSIX Hotchkis & Wiley Small Cap Value Fund | 7.19% | 1.60% | 5.00% | 18.85% | 2.97% | 35.54% | -0.31% | 20.54% | -15.03% | 7.66% |
Returns By Period
In the year-to-date period, RSPFX achieves a 2.86% return, which is significantly lower than HWSIX's 7.19% return. Over the past 10 years, RSPFX has outperformed HWSIX with an annualized return of 10.76%, while HWSIX has yielded a comparatively lower 10.01% annualized return.
RSPFX
- 1D
- -0.28%
- 1M
- -7.91%
- YTD
- 2.86%
- 6M
- 4.87%
- 1Y
- 10.19%
- 3Y*
- 10.90%
- 5Y*
- 7.47%
- 10Y*
- 10.76%
HWSIX
- 1D
- -0.30%
- 1M
- -0.11%
- YTD
- 7.19%
- 6M
- 5.71%
- 1Y
- 16.85%
- 3Y*
- 9.76%
- 5Y*
- 9.23%
- 10Y*
- 10.01%
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RSPFX vs. HWSIX - Expense Ratio Comparison
RSPFX has a 1.45% expense ratio, which is higher than HWSIX's 1.06% expense ratio.
Return for Risk
RSPFX vs. HWSIX — Risk / Return Rank
RSPFX
HWSIX
RSPFX vs. HWSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory RS Partners Fund (RSPFX) and Hotchkis & Wiley Small Cap Value Fund (HWSIX). 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.
| RSPFX | HWSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.54 | 0.73 | -0.19 |
Sortino ratioReturn per unit of downside risk | 0.90 | 1.16 | -0.26 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.16 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.67 | 0.92 | -0.25 |
Martin ratioReturn relative to average drawdown | 2.29 | 3.44 | -1.15 |
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
| RSPFX | HWSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.54 | 0.73 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.43 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.41 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.44 | +0.11 |
Correlation
The correlation between RSPFX and HWSIX 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
RSPFX vs. HWSIX - Dividend Comparison
RSPFX's dividend yield for the trailing twelve months is around 5.30%, more than HWSIX's 0.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSPFX Victory RS Partners Fund | 5.30% | 5.45% | 5.79% | 5.66% | 8.92% | 16.56% | 1.52% | 9.92% | 24.51% | 23.61% | 5.62% | 3.18% |
HWSIX Hotchkis & Wiley Small Cap Value Fund | 0.94% | 1.01% | 8.35% | 1.90% | 13.44% | 0.36% | 0.80% | 4.89% | 9.84% | 5.07% | 0.41% | 11.78% |
Drawdowns
RSPFX vs. HWSIX - Drawdown Comparison
The maximum RSPFX drawdown since its inception was -59.26%, smaller than the maximum HWSIX drawdown of -72.00%. Use the drawdown chart below to compare losses from any high point for RSPFX and HWSIX.
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Drawdown Indicators
| RSPFX | HWSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.26% | -72.00% | +12.74% |
Max Drawdown (1Y)Largest decline over 1 year | -13.08% | -16.44% | +3.36% |
Max Drawdown (5Y)Largest decline over 5 years | -26.89% | -26.92% | +0.03% |
Max Drawdown (10Y)Largest decline over 10 years | -42.91% | -53.67% | +10.76% |
Current DrawdownCurrent decline from peak | -9.72% | -2.75% | -6.97% |
Average DrawdownAverage peak-to-trough decline | -10.73% | -12.12% | +1.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.85% | 4.42% | -0.57% |
Volatility
RSPFX vs. HWSIX - Volatility Comparison
Victory RS Partners Fund (RSPFX) has a higher volatility of 4.61% compared to Hotchkis & Wiley Small Cap Value Fund (HWSIX) at 4.15%. This indicates that RSPFX's price experiences larger fluctuations and is considered to be riskier than HWSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RSPFX | HWSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.61% | 4.15% | +0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 10.99% | 12.90% | -1.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.35% | 23.97% | -4.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.67% | 21.70% | -0.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.04% | 24.67% | -2.63% |