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Hotchkis & Wiley Large Cap Value C (HWLCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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43.65+0.11 (+0.25%)
At close: 04:51PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.61%
5-year average return10.31%
Number of years up14
Number of years down7
Best 1-yr total return (15 May 2024)38.50%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return38.50%
Worst 3-yr total return2.36%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHWLCXCategory
YTD4.42%4.44%
1-month-4.86%-4.04%
3-month4.28%4.09%
1-year17.15%14.37%
3-year5.76%6.04%
5-year8.72%9.20%
10-year7.73%8.57%
Last bull market26.50%22.97%
Last bear market-14.91%-11.27%

Annual total return (%) history

Year
HWLCXCategory
2024
N/AN/A
2023
15.68%11.63%
2022
-6.24%-5.90%
2021
27.61%26.22%
2020
-1.22%2.91%
2019
27.87%25.04%
2018
-15.10%-8.53%
2017
17.71%15.94%
2016
18.50%14.81%
2015
-8.67%-4.05%
2014
12.32%10.21%
2013
38.50%31.21%
2012
17.65%14.57%
2011
-5.22%-0.75%
2010
18.72%13.66%
2009
32.97%24.13%
2008
-47.26%-37.09%
2007
-11.36%1.42%
2006
12.68%18.15%
2005
5.35%5.95%
2004
20.79%12.97%
2003
41.30%28.44%
2002
N/A-18.69%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.75%N/AN/AN/A
20232.38%2.96%-1.06%10.93%
20222.58%-14.91%-7.74%16.43%
202118.06%5.03%-1.95%4.96%
2020-36.80%19.20%1.18%29.60%
201914.33%3.92%-0.74%8.42%
2018-3.41%2.90%4.38%-18.16%
20174.06%3.22%3.28%6.11%
20160.63%1.25%5.76%9.97%
2015-0.38%0.80%-11.10%2.30%
20144.72%3.47%-0.68%4.38%
201313.12%5.88%5.89%9.21%
201214.30%-4.52%4.83%2.84%
20115.19%-1.96%-17.49%11.39%
201010.62%-12.36%11.03%10.28%
2009-13.21%24.92%20.64%1.66%
2008-11.37%-10.07%-12.33%-24.52%
20071.16%3.61%-7.54%-8.53%
20063.86%-4.13%4.87%7.91%
2005-1.47%4.29%1.92%0.59%
20044.34%1.85%1.46%12.03%
2003-6.62%21.98%7.65%15.24%
2002-5.74%-17.07%10.13%N/A

Rank in category (by total return)

YTD52
1-month81
3-month41
1-year31
3-year58
5-year62

Load adjusted returns

1-year16.15%
3-year5.76%
5-year8.72%
10-year7.73%