HWCIX - Hotchkis & Wiley Diversified Value Fund Class Institutional

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return13.40%
5-Year Average Return8.47%
Number of Years Up9
Number of Years Down5
Best 1 Yr Total Return (Feb 3, 2019)37.46%
Worst 1 Yr Total Return (Feb 3, 2019)-45.94%
Best 3-Yr Total Return37.46%
Worst 3-Yr Total Return-17.94%

Trailing Returns (%) Vs. Benchmarks

ReturnHWCIXCategory
YTD20.73%15.83%
1-Month1.06%1.02%
3-Month-0.05%0.64%
1-Year-1.00%3.05%
3-Year11.91%9.37%
5-Year7.41%7.49%
10-Year12.34%11.47%
Last Bull Market28.09%23.13%
Last Bear Market-21.50%-17.99%

Annual Total Return (%) History

Year
HWCIXCategory
2019
N/AN/A
2018
-14.74%-8.53%
2017
18.39%15.94%
2016
19.94%14.81%
2015
-7.90%-4.05%
2014
12.74%10.21%
2013
36.54%31.21%
2012
19.78%14.57%
2011
-5.67%-0.75%
2010
19.50%13.66%
2009
37.46%24.13%
2008
-45.94%-37.09%
2007
-11.10%1.42%
2006
14.98%18.15%
2005
12.61%5.95%
2004
N/A12.97%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
201914.41%4.42%N/AN/A
2018-3.34%3.24%4.89%-18.54%
20174.19%3.26%3.73%6.09%
2016-0.28%1.06%7.97%10.23%
20150.38%1.15%-11.45%2.44%
20144.78%3.76%-0.65%4.38%
201312.23%5.83%5.51%8.96%
201215.75%-5.21%5.50%3.47%
20114.76%-1.18%-18.68%12.06%
201010.02%-11.78%11.21%10.70%
2009-10.98%24.68%20.38%2.88%
2008-11.46%-8.94%-13.48%-22.50%
20071.04%4.52%-7.47%-9.02%
20062.33%-2.58%6.54%8.26%
20051.30%5.23%3.26%2.31%
200412.83%N/AN/AN/A

Rank In Category (By Total Return)

YTD5
1-Month53
3-Month75
1-Year86
3-Year9
5-Year53

Load Adjusted Returns

1-Year-1.00%
3-Year11.91%
5-Year7.41%
10-Year12.34%