HWHIX - Hotchkis & Wiley High Yield Fund Class I

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return4.09%
5-Year Average Return3.99%
Number of Years Up7
Number of Years Down2
Best 1 Yr Total Return (Feb 3, 2019)19.10%
Worst 1 Yr Total Return (Feb 3, 2019)-4.30%
Best 3-Yr Total Return19.10%
Worst 3-Yr Total Return1.70%

Trailing Returns (%) Vs. Benchmarks

ReturnHWHIXCategory
YTD6.96%9.56%
1-Month-0.45%0.25%
3-Month0.86%2.76%
1-Year1.75%5.34%
3-Year4.78%5.16%
5-Year3.63%3.59%
10-Year8.23%7.23%
Last Bull Market14.08%11.94%
Last Bear Market-8.35%-7.32%

Annual Total Return (%) History

Year
HWHIXCategory
2019
N/AN/A
2018
-3.41%-2.59%
2017
8.24%6.47%
2016
16.02%13.30%
2015
-4.30%-4.01%
2014
1.09%1.11%
2013
8.71%6.90%
2012
17.96%14.67%
2011
2.28%2.83%
2010
19.10%14.24%
2009
N/A46.70%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20196.01%1.71%N/AN/A
2018-0.61%0.57%2.05%-5.31%
20173.22%1.89%1.90%0.99%
20161.78%5.40%5.80%2.23%
20152.77%1.03%-4.78%-3.20%
20142.94%2.23%-2.17%-1.80%
20133.23%-0.62%2.11%3.78%
20126.54%1.67%5.05%3.67%
20113.47%0.99%-7.87%6.24%
20106.06%-0.94%7.89%5.07%
200911.40%11.21%7.36%N/A

Rank In Category (By Total Return)

YTD85
1-Month90
3-Month95
1-Year95
3-Year69
5-Year51

Load Adjusted Returns

1-Year1.75%
3-Year4.78%
5-Year3.63%
10-Year8.23%