# Hotchkis & Wiley Opps Instl (HWAIX)

> Source: Nexqual · https://nexqual.com/HWAIX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, Hotchkis & Wiley Opps Instl (HWAIX), nexqual.com/HWAIX" · informational, not investment advice.

**Price:** USD 47.89 (-0.36% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 48.06 · day 47.89–47.89 · 52w 39.91–48.23 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +18.9% vs S&P 500 +13.4%; 5Y +77.3% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +18.9% | +77.3% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +19.0% | +12.2% |
| Volatility (annualized) | 13.9% | 17.5% |
| Max drawdown | -7.1% (Oct 2025→Nov 2025) | -23.1% (Jan 2022→Sep 2022) |

## Peers
HWAAX (Hotchkis & Wiley Value Opportun) USD 47.82 +0.01% · HWSCX (Hotchkis & Wiley Small Cap Valu) USD 68.08 -0.00% · HWSIX (Hotchkis and Wiley Small Cap Va) USD 93.68 -0.00% · HWACX (Hotchkis and Wiley Value Opport) USD 41.7 +0.01% · IMIDX (Congress Mid Cap Growth Fd Inst) USD 19.72 +0.00%

## More
Full page: https://nexqual.com/HWAIX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt