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Hotchkis & Wiley Large Cap Value Fund (HWLIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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40.05+1.41 (+3.65%)
At close: 06:46PM EDT
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return13.09%
5-Year Average Return8.78%
Number of Years Up23
Number of Years Down10
Best 1 Yr Total Return (Feb 3, 2019)39.95%
Worst 1 Yr Total Return (Feb 3, 2019)-46.84%
Best 3-Yr Total Return39.95%
Worst 3-Yr Total Return-18.53%

Trailing Returns (%) Vs. Benchmarks

ReturnHWLIXCategory
YTD-7.53%17.52%
1-Month-8.88%-0.87%
3-Month-12.33%5.51%
1-Year-3.86%42.88%
3-Year9.13%11.93%
5-Year10.62%12.07%
10-Year11.47%10.95%
Last Bull Market27.21%23.18%
Last Bear Market-20.40%-17.87%

Annual Total Return (%) History

Year
HWLIXCategory
2021
N/AN/A
2020
-0.30%2.91%
2019
29.12%25.04%
2018
-14.25%-8.53%
2017
18.87%15.94%
2016
19.72%14.81%
2015
-7.77%-4.05%
2014
13.49%10.21%
2013
39.95%31.21%
2012
18.74%14.57%
2011
-4.25%-0.75%
2010
19.85%13.66%
2009
34.32%24.13%
2008
-46.84%-37.09%
2007
-10.55%1.42%
2006
13.70%18.15%
2005
6.41%5.95%
2004
22.01%12.97%
2003
42.77%28.44%
2002
-7.51%-18.69%
2001
7.95%-4.99%
2000
9.17%7.87%
1999
-2.34%6.72%
1998
4.32%12.00%
1997
31.15%26.61%
1996
17.38%20.08%
1995
34.42%32.39%
1994
-3.50%-0.70%
1993
15.76%13.61%
1992
13.96%10.21%
1991
34.63%28.60%
1990
-18.06%-6.22%
1989
23.67%23.21%
1988
21.15%17.28%
1987
N/A0.66%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202118.37%N/AN/AN/A
2020-36.65%19.43%1.46%29.88%
201914.60%4.19%-0.51%8.69%
2018-3.15%3.13%4.65%-17.96%
20174.31%3.47%3.54%6.37%
20160.86%1.50%6.07%10.26%
2015-0.15%1.04%-10.88%2.57%
20144.98%3.70%-0.41%4.68%
201313.42%6.17%6.15%9.49%
201214.48%-4.27%5.10%3.10%
20115.44%-1.68%-17.35%11.76%
201010.82%-12.14%11.34%10.56%
2009-12.99%25.16%20.99%1.94%
2008-11.00%-9.88%-12.07%-24.62%
20071.38%3.82%-7.30%-8.33%
20064.10%-3.90%5.11%8.13%
2005-1.23%4.54%2.18%0.86%
20044.63%2.08%1.69%12.33%
2003-6.38%22.28%7.96%15.52%
20026.81%-5.55%-16.92%10.35%
20010.39%8.90%-9.29%8.86%
2000-6.70%-3.01%9.92%9.76%
1999-2.72%13.29%-11.52%0.14%
199810.31%-2.88%-10.85%9.22%
19971.48%12.93%10.84%3.24%
19965.81%0.79%1.62%8.32%
199510.22%8.34%8.01%4.21%
1994-4.70%0.33%4.71%-3.61%
19935.66%1.30%2.97%5.04%
19925.47%3.55%-1.24%5.65%
199117.70%4.72%5.59%3.45%
1990-5.57%0.01%-19.94%8.38%
19898.37%8.21%10.81%-4.83%
19888.72%7.13%2.42%1.55%
19872.48%-18.54%N/AN/A

Rank In Category (By Total Return)

YTD15
1-Month73
3-Month99
1-Year3
3-Year70
5-Year36

Load Adjusted Returns

1-Year54.34%
3-Year9.66%
5-Year12.50%
10-Year13.38%
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