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Friday, December 4, 2009, 7:54PM ET - U.S. Markets Closed. Dow Up 0.22% Nasdaq Up 0.98%
Hotchkis and Wiley Mid-Cap Value C (HWMCX)On Dec 4: 16.84  Up 0.29 (1.75%)  
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Performance  As of 31-Oct-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Below average
Year to Date Return:43.92%
5-Year Average Return:-1.08%
Number of Years Up:3
Number of Years Down:2
Best 1-Yr Total Return (2004):24.11%
Worst 1-Yr Total Return (2008):-43.35%
Best 3-Yr Total Return (2004-6):16.30%
Worst 3-Yr Total Return (2006-8):-18.63%
LOAD ADJUSTED RETURNS 
1-Year:14.45%
3-Year:-8.51%
5-Year:0.32%
10-Year:10.14%
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnHWMCXCategoryDiffIndex*Diff
Year To Date43.9223.0020.9217.0526.87
1-Month-5.58-3.83-1.75-1.86-3.72
3-Month8.046.0425.482.56
1-Year34.9117.8617.059.8025.11
3-Year-11.15-6.76-4.39-7.02-4.13
5-Year-1.081.68-2.760.33-1.41
Last Bull Market ( 28-Feb-09 to 30-Sep-09)93.9555.1538.845.7648.19
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-7.92-15.157.23-18.2510.33
* Index means [ S&P 500 TR ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearHWMCXCategoryDiff
2009N/AN/AN/A
2008
 
-43.35-36.77-6.58
2007
 
-17.730.83-18.56
2006
 
15.5815.87-0.29
2005
 
9.658.820.83
2004
 
24.1117.856.26
2003
 
54.0233.8520.17
2002
 
-10.29-13.252.96
2001N/A6.67N/A
2000N/A18.45N/A
1999N/A8.50N/A
PAST QUARTERLY RETURNS (%) FOR HWMCX 
Q1Q2Q3Q4
2009-7.9629.1328.25N/A
2008-10.64-5.20-11.71-24.26
20072.244.36-13.61-10.75
20067.18-4.825.107.80
2005-1.055.203.611.67
20046.411.831.5012.84
2003-3.7023.619.2118.48
20026.73-5.06-20.7511.72
2001N/A9.63-12.6517.35
2000N/AN/AN/AN/A
1999N/AN/AN/AN/A
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date214244.95
1-Month40444590.79
3-Month33044075.00
6-Month124332.77
1-Year114192.63
3-Year27433980.83
5-Year19424977.91

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