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Hotchkis & Wiley Diversified Value C (HWCCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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31.22+0.58 (+1.89%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.73%
5-year average return11.76%
Number of years up12
Number of years down7
Best 1-yr total return (9 June 2024)36.34%
Worst 1-yr total return (9 June 2024)N/A
Best 3-yr total return36.34%
Worst 3-yr total return2.40%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHWCCXCategory
YTD7.73%4.44%
1-month3.38%-4.04%
3-month5.54%4.09%
1-year27.22%14.37%
3-year6.80%6.04%
5-year12.81%9.20%
10-year8.47%8.57%
Last bull market25.08%22.97%
Last bear market-15.00%-11.27%

Annual total return (%) history

Year
HWCCXCategory
2024
N/AN/A
2023
17.80%11.63%
2022
-5.31%-5.90%
2021
31.18%26.22%
2020
-0.60%2.91%
2019
28.04%25.04%
2018
-15.64%-8.53%
2017
17.26%15.94%
2016
18.67%14.81%
2015
-8.77%-4.05%
2014
11.58%10.21%
2013
35.22%31.21%
2012
18.55%14.57%
2011
-6.55%-0.75%
2010
18.23%13.66%
2009
36.34%24.13%
2008
-46.42%-37.09%
2007
-12.04%1.42%
2006
13.90%18.15%
2005
11.46%5.95%
2004
N/A12.97%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.28%N/AN/AN/A
20233.17%3.58%-0.34%10.61%
20222.85%-15.00%-6.86%16.30%
202119.29%5.87%-1.72%5.68%
2020-36.57%19.53%1.05%29.73%
201914.19%4.10%-0.96%8.76%
2018-3.62%3.04%4.56%-18.76%
20173.97%2.98%3.47%5.85%
2016-0.56%0.78%7.66%9.99%
20150.13%0.90%-11.68%2.24%
20144.48%3.47%-0.86%4.11%
201311.96%5.56%5.26%8.70%
201215.39%-5.36%5.25%3.14%
20114.57%-1.49%-18.85%11.80%
20109.78%-12.03%11.01%10.28%
2009-11.15%24.35%20.18%2.67%
2008-11.69%-9.08%-13.82%-22.57%
20070.77%4.31%-7.79%-9.24%
20062.04%-2.84%6.32%8.06%
20050.96%5.00%3.04%2.05%
200412.60%N/AN/AN/A

Rank in category (by total return)

YTD51
1-month35
3-month18
1-year17
3-year42
5-year26

Load adjusted returns

1-year26.22%
3-year6.80%
5-year12.81%
10-year8.47%