SCYVX vs. HWSIX
Compare and contrast key facts about AB Small Cap Value Portfolio (SCYVX) and Hotchkis & Wiley Small Cap Value Fund (HWSIX).
SCYVX is managed by AllianceBernstein. It was launched on Dec 3, 2014. HWSIX is managed by Hotchkis & Wiley. It was launched on Sep 20, 1985.
Performance
SCYVX vs. HWSIX - Performance Comparison
Loading graphics...
SCYVX vs. HWSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCYVX AB Small Cap Value Portfolio | 5.45% | -0.02% | 11.46% | 7.82% | -16.68% | 35.56% | 3.45% | 25.72% | -16.43% | 8.97% |
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, SCYVX achieves a 5.45% return, which is significantly lower than HWSIX's 7.19% return. Over the past 10 years, SCYVX has underperformed HWSIX with an annualized return of 7.75%, while HWSIX has yielded a comparatively higher 10.01% annualized return.
SCYVX
- 1D
- -0.27%
- 1M
- -5.81%
- YTD
- 5.45%
- 6M
- 4.72%
- 1Y
- 16.17%
- 3Y*
- 8.38%
- 5Y*
- 2.69%
- 10Y*
- 7.75%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SCYVX vs. HWSIX - Expense Ratio Comparison
SCYVX has a 0.92% expense ratio, which is lower than HWSIX's 1.06% expense ratio.
Return for Risk
SCYVX vs. HWSIX — Risk / Return Rank
SCYVX
HWSIX
SCYVX vs. HWSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Small Cap Value Portfolio (SCYVX) 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.
| SCYVX | HWSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 0.73 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.16 | 1.16 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.16 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.91 | 0.92 | -0.01 |
Martin ratioReturn relative to average drawdown | 3.43 | 3.44 | 0.00 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SCYVX | HWSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 0.73 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.43 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.41 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.44 | -0.14 |
Correlation
The correlation between SCYVX and HWSIX is 0.94, 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
SCYVX vs. HWSIX - Dividend Comparison
SCYVX's dividend yield for the trailing twelve months is around 4.62%, more than HWSIX's 0.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCYVX AB Small Cap Value Portfolio | 4.62% | 4.87% | 4.23% | 0.52% | 5.15% | 7.39% | 0.55% | 5.37% | 6.44% | 5.67% | 0.54% | 0.52% |
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
SCYVX vs. HWSIX - Drawdown Comparison
The maximum SCYVX drawdown since its inception was -47.74%, smaller than the maximum HWSIX drawdown of -72.00%. Use the drawdown chart below to compare losses from any high point for SCYVX and HWSIX.
Loading graphics...
Drawdown Indicators
| SCYVX | HWSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.74% | -72.00% | +24.26% |
Max Drawdown (1Y)Largest decline over 1 year | -15.28% | -16.44% | +1.16% |
Max Drawdown (5Y)Largest decline over 5 years | -29.12% | -26.92% | -2.20% |
Max Drawdown (10Y)Largest decline over 10 years | -47.74% | -53.67% | +5.93% |
Current DrawdownCurrent decline from peak | -7.22% | -2.75% | -4.47% |
Average DrawdownAverage peak-to-trough decline | -9.59% | -12.12% | +2.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.04% | 4.42% | -0.38% |
Volatility
SCYVX vs. HWSIX - Volatility Comparison
AB Small Cap Value Portfolio (SCYVX) has a higher volatility of 5.11% compared to Hotchkis & Wiley Small Cap Value Fund (HWSIX) at 4.15%. This indicates that SCYVX'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.
Loading graphics...
Volatility by Period
| SCYVX | HWSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.11% | 4.15% | +0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 12.20% | 12.90% | -0.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.75% | 23.97% | -1.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.96% | 21.70% | +0.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.98% | 24.67% | -0.69% |