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
YTD9.61%8.89%
1-Month-1.97%1.16%
3-Month9.61%8.89%
1-Year-1.48%3.90%
3-Year8.25%7.44%
5-Year4.29%5.12%
10-Year0.00%9.98%
Last Bull Market18.59%15.44%
Last Bear Market-10.09%-12.19%

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%N/AN/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)

YTD26
1-Month100
3-Month26
1-Year98
3-Year27
5-Year77

Load Adjusted Returns

1-Year-6.16%
3-Year6.51%
5-Year3.28%
10-YearN/A