Advertisement
U.S. markets close in 4 hours 30 minutes
Advertisement

Hotchkis & Wiley Value Opps A (HWAAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
36.20+0.01 (+0.03%)
As of 08:06AM EST. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return14.59%
5-Year Average Return10.51%
Number of Years Up14
Number of Years Down6
Best 1 Yr Total Return (Nov 27, 2023)65.48%
Worst 1 Yr Total Return (Nov 27, 2023)N/A
Best 3-Yr Total Return65.48%
Worst 3-Yr Total Return5.34%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHWAAXCategory
YTD14.59%17.52%
1-Month7.16%-0.87%
3-Month0.50%5.51%
1-Year11.32%42.88%
3-Year13.81%11.93%
5-Year10.51%12.07%
10-Year9.46%10.95%
Last Bull Market66.51%23.18%
Last Bear Market-19.42%-17.87%

Annual Total Return (%) History

Year
HWAAXCategory
2023
N/AN/A
2022
-8.13%N/A
2021
34.09%N/A
2020
5.10%2.91%
2019
25.23%25.04%
2018
-11.19%-8.53%
2017
13.57%15.94%
2016
19.15%14.81%
2015
-3.58%-4.05%
2014
9.80%10.21%
2013
37.42%31.21%
2012
29.26%14.57%
2011
-7.33%-0.75%
2010
34.54%13.66%
2009
65.48%24.13%
2008
-42.24%-37.09%
2007
-11.52%1.42%
2006
8.26%18.15%
2005
6.33%5.95%
2004
16.39%12.97%
2003
69.59%28.44%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20237.85%3.73%0.34%N/A
20222.56%-19.42%-1.82%13.23%
202119.55%4.99%2.32%4.40%
2020-33.02%16.38%4.46%29.08%
201913.33%4.69%-1.07%6.69%
2018-2.14%5.37%5.79%-18.59%
20172.17%2.49%3.18%5.12%
2016-2.40%-0.49%8.33%13.26%
20151.12%3.70%-8.79%0.81%
20143.08%4.92%-1.04%2.59%
201313.59%4.38%3.96%11.48%
201219.01%-2.43%5.23%5.78%
20117.52%0.52%-23.39%11.91%
201013.97%-10.41%8.14%21.83%
2009-6.98%31.23%29.52%4.67%
2008-9.03%-4.26%-13.58%-23.27%
20074.12%3.96%-12.95%-6.10%
20066.86%-9.05%2.94%8.21%
2005-1.48%5.43%1.76%0.60%
20044.96%-3.88%-0.82%16.33%
2003-1.80%28.51%14.74%17.12%

Rank In Category (By Total Return)

YTD4
1-Month80
3-Month39
1-Year4
3-Year1
5-Year12

Load Adjusted Returns

1-Year3.35%
3-Year17.46%
5-Year8.19%
10-Year8.70%