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Hotchkis & Wiley High Yield A (HWHAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
10.300.00 (0.00%)
At close: 08:06AM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.22%
5-Year Average Return3.07%
Number of Years Up11
Number of Years Down3
Best 1 Yr Total Return (Feb 20, 2024)18.76%
Worst 1 Yr Total Return (Feb 20, 2024)N/A
Best 3-Yr Total Return18.76%
Worst 3-Yr Total Return-0.38%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHWHAXCategory
YTD0.18%3.62%
1-Month0.18%1.08%
3-Month8.03%2.50%
1-Year9.03%14.69%
3-Year2.62%6.16%
5-Year3.31%6.21%
10-Year3.48%5.48%
Last Bull Market14.18%11.96%
Last Bear Market-9.54%-7.27%

Annual Total Return (%) History

Year
HWHAXCategory
2023
12.90%N/A
2022
-10.12%N/A
2021
6.52%N/A
2020
3.25%4.91%
2019
9.32%12.62%
2018
-3.63%-2.59%
2017
7.99%6.47%
2016
15.69%13.30%
2015
-4.60%-4.01%
2014
0.90%1.11%
2013
8.46%6.90%
2012
17.64%14.67%
2011
1.89%2.83%
2010
18.76%14.24%
2009
N/A46.70%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20233.94%1.69%0.67%6.10%
2022-3.47%-9.54%-1.60%4.61%
20211.97%2.81%0.62%0.99%
2020-17.45%10.10%5.16%8.03%
20195.97%1.65%-0.73%2.23%
2018-0.60%0.50%1.99%-5.41%
20173.17%1.83%1.84%0.93%
20161.72%5.35%5.67%2.17%
20152.63%0.96%-4.88%-3.21%
20142.89%2.17%-2.25%-1.81%
20133.18%-0.70%2.05%3.73%
20126.50%1.60%4.92%3.62%
20113.41%0.92%-8.05%6.18%
20106.01%-1.01%7.85%4.93%
200910.97%7.14%N/AN/A

Rank In Category (By Total Return)

YTD49
1-Month49
3-Month56
1-Year33
3-Year26
5-Year75

Load Adjusted Returns

1-Year4.95%
3-Year1.33%
5-Year2.53%
10-Year3.08%