HWIAX - Hotchkis & Wiley Capital Income Fund Class A

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return9.85%
5-Year Average Return5.71%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Feb 3, 2019)23.05%
Worst 1 Yr Total Return (Feb 3, 2019)-10.97%
Best 3-Yr Total Return23.05%
Worst 3-Yr Total Return5.85%

Trailing Returns (%) Vs. Benchmarks

ReturnHWIAXCategory
YTD11.71%12.21%
1-Month3.87%4.28%
3-Month1.91%2.95%
1-Year-3.17%5.73%
3-Year8.25%7.79%
5-Year3.96%5.04%
10-Year0.00%8.93%
Last Bull Market18.59%15.45%
Last Bear Market-10.09%-12.15%

Annual Total Return (%) History

Year
HWIAXCategory
2019
N/AN/A
2018
-10.97%-5.76%
2017
10.02%13.21%
2016
21.07%7.34%
2015
-8.29%-1.93%
2014
7.76%6.21%
2013
23.05%16.48%
2012
16.35%11.72%
2011
N/A-0.11%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20199.61%1.91%N/AN/A
2018-0.95%3.69%2.25%-15.23%
20173.75%2.41%2.15%1.36%
20162.48%1.92%7.49%7.85%
20151.23%-0.42%-7.39%-1.76%
20144.12%3.56%-1.52%1.48%
20139.41%1.77%3.91%6.36%
20126.89%0.71%6.34%1.64%
20111.49%-9.14%10.80%N/A

Rank In Category (By Total Return)

YTD68
1-Month82
3-Month91
1-Year99
3-Year38
5-Year81

Load Adjusted Returns

1-Year-7.77%
3-Year6.50%
5-Year2.95%
10-YearN/A