HWLAX - Hotchkis & Wiley Large Cap Value Fund Class A

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return13.06%
5-Year Average Return8.52%
Number of Years Up12
Number of Years Down6
Best 1 Yr Total Return (Feb 3, 2019)39.55%
Worst 1 Yr Total Return (Feb 3, 2019)-47.01%
Best 3-Yr Total Return39.55%
Worst 3-Yr Total Return-18.75%

Trailing Returns (%) Vs. Benchmarks

ReturnHWLAXCategory
YTD-4.79%-2.80%
1-Month-4.79%-2.80%
3-Month1.31%2.96%
1-Year9.17%12.86%
3-Year7.01%8.61%
5-Year7.50%8.13%
10-Year11.50%10.91%
Last Bull Market26.99%23.13%
Last Bear Market-20.48%-18.01%

Annual Total Return (%) History

Year
HWLAXCategory
2019
28.73%25.04%
2018
-14.47%-8.53%
2017
18.59%15.94%
2016
19.38%14.81%
2015
-7.97%-4.05%
2014
13.19%10.21%
2013
39.55%31.21%
2012
18.48%14.57%
2011
-4.49%-0.75%
2010
19.57%13.66%
2009
33.93%24.13%
2008
-47.01%-37.09%
2007
-10.75%1.42%
2006
13.40%18.15%
2005
6.13%5.95%
2004
21.70%12.97%
2003
42.32%28.44%
2002
-7.58%-18.69%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
201914.50%4.15%-0.63%8.64%
2018-3.23%3.09%4.56%-18.00%
20174.26%3.42%3.47%6.29%
20160.78%1.47%5.98%10.15%
2015-0.19%0.97%-10.92%2.51%
20144.93%3.64%-0.49%4.59%
201313.32%6.10%6.08%9.41%
201214.44%-4.36%5.02%3.07%
20115.35%-1.75%-17.37%11.67%
201010.72%-12.14%11.25%10.48%
2009-13.12%25.16%20.90%1.87%
2008-11.18%-9.87%-12.16%-24.64%
20071.31%3.80%-7.37%-8.37%
20064.03%-3.95%5.07%8.02%
2005-1.32%4.51%2.09%0.79%
20044.58%1.98%1.66%12.24%
2003-6.45%22.20%7.89%15.39%
20026.75%-5.56%-16.93%10.35%

Rank In Category (By Total Return)

YTD92
1-Month92
3-Month86
1-Year84
3-Year77
5-Year67

Load Adjusted Returns

1-Year3.44%
3-Year5.10%
5-Year6.35%
10-Year10.90%