HWMCX - Hotchkis & Wiley Mid-Cap Value Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.47%
5-Year Average Return3.40%
Number of Years Up14
Number of Years Down7
Best 1 Yr Total Return (Jun 1, 2023)55.11%
Worst 1 Yr Total Return (Jun 1, 2023)N/A
Best 3-Yr Total Return55.11%
Worst 3-Yr Total Return-3.84%

Trailing Returns (%) Vs. Benchmarks

ReturnHWMCXCategory
YTD0.47%21.28%
1-Month3.63%-1.96%
3-Month-5.72%4.90%
1-Year-6.30%55.83%
3-Year26.47%11.08%
5-Year3.40%11.93%
10-Year5.89%10.64%
Last Bull Market72.60%25.54%
Last Bear Market-16.40%-22.08%

Annual Total Return (%) History

Year
HWMCXCategory
2023
N/AN/A
2022
0.63%N/A
2021
37.86%N/A
2020
-0.48%2.63%
2019
11.84%25.18%
2018
-20.12%-12.86%
2017
6.73%13.22%
2016
19.81%18.06%
2015
-13.42%-5.41%
2014
11.06%9.31%
2013
41.16%35.14%
2012
29.80%16.60%
2011
-9.55%-3.96%
2010
33.16%21.92%
2009
55.11%35.41%
2008
-43.35%-36.77%
2007
-17.73%0.83%
2006
15.58%15.87%
2005
9.65%8.82%
2004
24.11%17.85%
2003
54.02%33.85%
2002
-10.29%-13.25%
2001
N/A6.67%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20231.50%N/AN/AN/A
20229.44%-16.40%-5.98%16.99%
202125.43%3.98%-2.85%8.81%
2020-47.87%29.58%3.00%43.03%
201915.83%-3.67%-7.54%8.40%
2018-2.29%7.51%2.74%-25.99%
20170.64%-1.59%3.29%4.33%
20161.05%-3.84%10.31%11.78%
20150.03%-2.11%-11.45%-0.15%
20145.15%5.20%-3.95%4.52%
201317.10%5.13%7.93%6.23%
201222.50%-3.46%4.42%5.11%
20116.87%-3.13%-26.98%19.66%
201015.33%-12.52%12.84%16.96%
2009-7.96%29.13%28.25%1.76%
2008-10.64%-5.20%-11.71%-24.26%
20072.24%4.36%-13.61%-10.75%
20067.18%-4.82%5.10%7.80%
2005-1.05%5.20%3.61%1.67%
20046.41%1.83%1.50%12.84%
2003-3.70%23.61%9.21%18.48%
20026.73%-5.06%-20.75%11.72%
20019.63%-12.65%17.35%N/A

Rank In Category (By Total Return)

YTD70
1-Month91
3-Month83
1-Year46
3-Year1
5-Year95

Load Adjusted Returns

1-Year-1.18%
3-Year29.68%
5-Year3.84%
10-Year6.28%