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Hotchkis & Wiley Diversified Value A (HWCAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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30.72-0.17 (-0.55%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.52%
5-year average return11.32%
Number of years up13
Number of years down6
Best 1-yr total return (4 Jul 2024)37.08%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return37.08%
Worst 3-yr total return3.19%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHWCAXCategory
YTD7.07%4.44%
1-month-0.93%-4.04%
3-month-2.22%4.09%
1-year18.48%14.37%
3-year8.12%6.04%
5-year11.65%9.20%
10-year9.00%8.57%
Last bull market25.44%22.97%
Last bear market-14.81%-11.27%

Annual total return (%) history

Year
HWCAXCategory
2024
N/AN/A
2023
18.70%11.63%
2022
-4.60%-5.90%
2021
32.11%26.22%
2020
0.20%2.91%
2019
28.92%25.04%
2018
-14.93%-8.53%
2017
18.09%15.94%
2016
19.62%14.81%
2015
-8.07%-4.05%
2014
12.40%10.21%
2013
36.22%31.21%
2012
19.54%14.57%
2011
-5.89%-0.75%
2010
19.09%13.66%
2009
37.08%24.13%
2008
-46.02%-37.09%
2007
-11.40%1.42%
2006
14.72%18.15%
2005
12.28%5.95%
2004
N/A12.97%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.50%-2.22%N/AN/A
20233.41%3.73%-0.11%10.78%
20223.04%-14.81%-6.70%16.48%
202119.48%6.07%-1.51%5.85%
2020-36.44%19.81%1.17%30.05%
201914.35%4.29%-0.79%8.96%
2018-3.38%3.17%4.83%-18.59%
20174.18%3.13%3.66%6.04%
2016-0.35%0.98%7.87%10.20%
20150.38%1.08%-11.56%2.44%
20144.69%3.68%-0.65%4.22%
201312.17%5.72%5.49%8.89%
201215.68%-5.19%5.48%3.33%
20114.85%-1.38%-18.64%11.87%
20109.98%-11.95%11.31%10.49%
2009-11.09%24.59%20.32%2.85%
2008-11.47%-8.95%-13.60%-22.50%
20070.97%4.46%-7.56%-9.13%
20062.26%-2.66%6.48%8.24%
20051.22%5.15%3.18%2.25%
200412.91%N/AN/AN/A

Rank in category (by total return)

YTD52
1-month66
3-month66
1-year22
3-year23
5-year21

Load adjusted returns

1-year12.26%
3-year6.20%
5-year10.45%
10-year8.41%