HWMAX - Hotchkis & Wiley Mid-Cap Value A

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return1.17%
5-Year Average Return12.18%
Number of Years Up10
Number of Years Down5
Best 1 Yr Total Return (Oct 30, 2017)56.03%
Worst 1 Yr Total Return (Oct 30, 2017)-43.16%
Best 3-Yr Total Return56.03%
Worst 3-Yr Total Return-18.18%

Trailing Returns (%) Vs. Benchmarks

ReturnHWMAXCategory
YTD1.17%8.36%
1-Month-1.64%0.84%
3-Month0.51%2.76%
1-Year19.14%18.48%
3-Year3.52%7.28%
5-Year12.18%12.99%
10-Year7.99%6.84%
Last Bull Market44.31%25.17%
Last Bear Market-31.13%-22.46%

Annual Total Return (%) History

Year
HWMAXCategory
2017
N/AN/A
2016
20.70%18.06%
2015
-12.75%-5.41%
2014
11.90%9.31%
2013
42.20%35.14%
2012
30.77%16.60%
2011
-8.82%-3.96%
2010
34.04%21.92%
2009
56.03%35.41%
2008
-43.16%-36.77%
2007
-17.19%0.83%
2006
16.34%15.87%
2005
10.45%8.82%
2004
25.06%17.85%
2003
55.21%33.85%
2002
-9.63%-13.25%
2001
N/A6.67%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20170.82%-1.40%3.47%N/A
20161.23%-3.68%10.52%12.00%
20150.22%-1.92%-11.30%0.07%
20145.35%5.39%-3.74%4.70%
201317.31%5.33%8.15%6.42%
201222.72%-3.30%4.62%5.33%
20117.10%-2.94%-26.84%19.89%
201015.51%-12.36%13.05%17.12%
2009-7.92%29.30%28.51%1.98%
2008-10.46%-5.04%-11.55%-24.42%
20072.36%4.54%-13.45%-10.59%
20067.40%-4.64%5.28%7.89%
2005-0.85%5.38%3.80%1.84%
20046.63%2.00%1.72%13.03%
2003-3.53%23.93%9.43%18.64%
20026.88%-4.87%-20.60%11.95%
20019.81%-12.44%17.54%N/A

Rank In Category (By Total Return)

YTD96
1-Month99
3-Month85
1-Year47
3-Year89
5-Year77

Load Adjusted Returns

1-Year12.89%
3-Year1.68%
5-Year10.98%
10-Year7.41%