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Friday, December 11, 2009, 7:07PM ET - U.S. Markets Closed. Dow  0.63% Nasdaq  0.03%

Hotchkis and Wiley Value Opps Instl (HWAIX)

On Dec 11: 14.61   0.03 (0.21%)

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Performance  As of 30-Nov-09 Get Performance for:
PERFORMANCE OVERVIEW   Morningstar Return Rating: Below average Year to Date Return: 58.95% 5-Year Average Return: -0.47% Number of Years Up: 3 Number of Years Down: 2 Best 1-Yr Total Return (2004): 16.63% Worst 1-Yr Total Return (2008): -42.12% Best 3-Yr Total Return (2004-6): 10.52% Worst 3-Yr Total Return (2006-8): -17.70% LOAD ADJUSTED RETURNS   1-Year: No load 3-Year: No load 5-Year: No load 10-Year: No load
TRAILING RETURNS (%) VS. BENCHMARKS   Return HWAIX Category Diff Index* Diff Year To Date 58.95 29.38 29.57 24.07 34.88 1-Month 3.33 4.60 -1.27 6.00 -2.67 3-Month 4.31 5.74 -1.43 7.91 -3.6 1-Year 55.12 35.63 19.49 25.39 29.73 3-Year -5.92 -6.63 0.71 -5.79 -0.13 5-Year -0.47 1.13 -1.6 0.71 -1.18 Last Bull Market ( 28-Feb-09 to 30-Sep-09) 101.13 57.66 43.47 45.76 55.37 Last Bear Market ( 31-Aug-08 to 31-Aug-09) 3.16 -16.45 19.61 -18.25 21.41 * Index means [ S&P 500 TR ] ANNUAL TOTAL RETURN (%) HISTORY   Year HWAIX Category Diff 2009 N/A N/A N/A 2008 -42.12 -36.77 -5.35 2007 -11.33 0.83 -12.16 2006 8.61 15.87 -7.26 2005 6.56 8.82 -2.26 2004 16.63 17.85 -1.22 2003 68.84 33.85 34.99 2002 N/A -13.25 N/A 2001 N/A 6.67 N/A 2000 N/A 18.45 N/A 1999 N/A 8.50 N/A PAST QUARTERLY RETURNS (%) FOR HWAIX   Q1 Q2 Q3 Q4 2009 -6.90 31.30 29.57 N/A 2008 -8.96 -4.19 -13.48 -23.29 2007 4.12 4.01 -12.85 -6.04 2006 6.95 -8.98 3.00 8.32 2005 -1.38 5.44 1.87 0.60 2004 4.98 -3.84 -0.71 16.35 2003 -1.80 28.11 14.47 17.25 2002 N/A N/A N/A N/A 2001 N/A N/A N/A N/A 2000 N/A N/A N/A N/A 1999 N/A N/A N/A N/A RANK IN CATEGORY (BY TOTAL RETURN)   Period Rank Funds in Category % Rank Year To Date 8 420 1.90 1-Month 150 443 33.86 3-Month 153 438 34.93 6-Month 12 431 2.78 1-Year 13 416 3.13 3-Year 91 338 26.92 5-Year 160 248 64.52
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