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Hotchkis & Wiley Value Opps C (HWACX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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35.06+0.10 (+0.29%)
At close: 06:46PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.59%
5-year average return12.36%
Number of years up14
Number of years down6
Best 1-yr total return (15 May 2024)64.56%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return64.56%
Worst 3-yr total return4.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHWACXCategory
YTD1.65%4.44%
1-month-4.00%-4.04%
3-month3.28%4.09%
1-year17.83%14.37%
3-year8.35%6.04%
5-year11.31%9.20%
10-year9.05%8.57%
Last bull market23.55%22.97%
Last bear market-19.55%-11.27%

Annual total return (%) history

Year
HWACXCategory
2024
N/AN/A
2023
25.49%11.63%
2022
-8.81%-5.90%
2021
33.14%26.22%
2020
4.35%2.91%
2019
24.34%25.04%
2018
-11.86%-8.53%
2017
12.76%15.94%
2016
18.24%14.81%
2015
-4.29%-4.05%
2014
8.96%10.21%
2013
36.37%31.21%
2012
28.35%14.57%
2011
-8.04%-0.75%
2010
33.43%13.66%
2009
64.56%24.13%
2008
-42.53%-37.09%
2007
-12.15%1.42%
2006
7.61%18.15%
2005
5.54%5.95%
2004
15.49%12.97%
2003
N/A28.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.88%N/AN/AN/A
20237.69%3.52%0.19%12.35%
20222.37%-19.55%-2.01%13.00%
202119.32%4.83%2.13%4.23%
2020-33.12%16.14%4.26%28.85%
201913.13%4.51%-1.27%6.52%
2018-2.33%5.18%5.60%-18.75%
20172.00%2.32%2.96%4.93%
2016-2.57%-0.67%8.12%13.01%
20150.95%3.51%-8.94%0.58%
20142.89%4.74%-1.24%2.37%
201313.38%4.16%3.79%11.26%
201218.81%-2.60%5.03%5.60%
20117.36%0.35%-23.55%11.66%
201013.77%-10.61%7.92%21.58%
2009-7.12%31.15%29.22%4.55%
2008-9.22%-4.42%-13.73%-23.22%
20073.97%3.77%-13.09%-6.31%
20066.70%-9.22%2.79%8.08%
2005-1.60%5.20%1.60%0.35%
20044.76%-4.09%-0.95%16.04%
200316.85%N/AN/AN/A

Rank in category (by total return)

YTD89
1-month48
3-month68
1-year25
3-year12
5-year16

Load adjusted returns

1-year16.83%
3-year8.35%
5-year11.31%
10-year9.05%