Hotchkis Wiley Diversified Fund Price on February 13, 2024
| HWCIX Fund | USD 31.33 0.18 0.58% |
Below is the normalized historical share price chart for Hotchkis Wiley Diversified extending back to August 30, 2004. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Hotchkis Wiley stands at 31.33, as last reported on the 16th of May 2024, with the highest price reaching 31.33 and the lowest price hitting 31.33 during the day.
If you're considering investing in Hotchkis Mutual Fund, it is important to understand the factors that can impact its price. We consider Hotchkis Wiley very steady. Hotchkis Wiley Diver holds Efficiency (Sharpe) Ratio of 0.2, which attests that the entity had a 0.2% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Hotchkis Wiley Diver, which you can use to evaluate the volatility of the entity. Please check out Hotchkis Wiley's Market Risk Adjusted Performance of 1.24, downside deviation of 0.8817, and Risk Adjusted Performance of 0.1163 to validate if the risk estimate we provide is consistent with the expected return of 0.13%.
Hotchkis Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Hotchkis |
Sharpe Ratio = 0.1984
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Estimated Market Risk
| 0.66 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average Hotchkis Wiley is performing at about 15% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Hotchkis Wiley by adding it to a well-diversified portfolio.
Hotchkis Wiley Valuation on February 13, 2024
It is possible to determine the worth of Hotchkis Wiley on a given historical date. On February 13, 2024 Hotchkis was worth 28.3 at the beginning of the trading date compared to the closed value of 28.3. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Hotchkis Wiley mutual fund. Still, in general, we apply an absolute valuation method to find Hotchkis Wiley's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Hotchkis Wiley where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Hotchkis Wiley's related companies.
| Open | High | Low | Close | Volume | |
| 28.85 | 28.85 | 28.85 | 28.85 | 1.00 | |
02/13/2024 | 28.30 | 28.30 | 28.30 | 28.30 | 1.00 |
| 28.54 | 28.54 | 28.54 | 28.54 | 1.00 |
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Hotchkis Wiley Trading Date Momentum on February 13, 2024
| On February 14 2024 Hotchkis Wiley Diversified was traded for 28.54 at the closing time. The highest daily price throughout the period was 28.54 and the lowest price was 28.54 . There was no trading activity during the period 1.0. Lack of trading volume on 02/14/2024 added to the next day price jump. The trading delta at closing time to closing price of the next trading day was 0.85% . The trading delta at closing time to current closing price is 3.14% . |
Hotchkis Wiley Diver Fundamentals Correlations and Trends
By evaluating Hotchkis Wiley's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Hotchkis Wiley's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Hotchkis financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Hotchkis Wiley Mutual Fund history
Hotchkis Wiley investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Hotchkis is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Hotchkis Wiley Diver will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Hotchkis Wiley stock prices may prove useful in developing a viable investing in Hotchkis Wiley
The fund normally invests in equity securities of large capitalization companies that are considered by the Advisor to be undervalued. The Advisor currently considers large cap companies to be those with market capitalizations like those found in the Russell 1000 Index, although the Advisor will generally not purchase stock in a company with a market capitalization of less than 3 billion.
Hotchkis Wiley Mutual Fund Technical Analysis
Hotchkis Wiley technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Hotchkis Wiley Period Price Range
Low | February 13, 2024
| High |
28.30 | 28.30 |
Hotchkis Wiley May 16, 2024 Market Strength
Market strength indicators help investors to evaluate how Hotchkis Wiley mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Hotchkis Wiley shares will generate the highest return on investment. By undertsting and applying Hotchkis Wiley mutual fund market strength indicators, traders can identify Hotchkis Wiley Diversified entry and exit signals to maximize returns
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 28.3 | |||
| Day Typical Price | 28.3 | |||
| Period Momentum Indicator | 3.03 | |||
| Relative Strength Index | 41.91 |
Hotchkis Wiley Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Hotchkis Wiley's price direction in advance. Along with the technical and fundamental analysis of Hotchkis Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Hotchkis to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.1163 | |||
| Jensen Alpha | 0.1151 | |||
| Total Risk Alpha | 0.0296 | |||
| Sortino Ratio | 0.0481 | |||
| Treynor Ratio | 1.23 |
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Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Hotchkis Wiley Diversified. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.