Canada markets close in 42 minutes

Hotchkis & Wiley Value Opps C (HWACX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
34.85+0.25 (+0.72%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.25%
5-Year Average Return12.42%
Number of Years Up14
Number of Years Down6
Best 1 Yr Total Return (May 13, 2024)64.56%
Worst 1 Yr Total Return (May 13, 2024)N/A
Best 3-Yr Total Return64.56%
Worst 3-Yr Total Return4.57%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHWACXCategory
YTD1.65%17.52%
1-Month-4.00%-0.87%
3-Month3.28%5.51%
1-Year17.83%42.88%
3-Year8.35%11.93%
5-Year11.31%12.07%
10-Year9.05%10.95%
Last Bull Market23.55%23.18%
Last Bear Market-19.55%-17.87%

Annual Total Return (%) History

Year
HWACXCategory
2024
N/AN/A
2023
25.49%N/A
2022
-8.81%N/A
2021
33.14%N/A
2020
4.35%2.91%
2019
24.34%25.04%
2018
-11.86%-8.53%
2017
12.76%15.94%
2016
18.24%14.81%
2015
-4.29%-4.05%
2014
8.96%10.21%
2013
36.37%31.21%
2012
28.35%14.57%
2011
-8.04%-0.75%
2010
33.43%13.66%
2009
64.56%24.13%
2008
-42.53%-37.09%
2007
-12.15%1.42%
2006
7.61%18.15%
2005
5.54%5.95%
2004
15.49%12.97%
2003
N/A28.44%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.88%N/AN/AN/A
20237.69%3.52%0.19%12.35%
20222.37%-19.55%-2.01%13.00%
202119.32%4.83%2.13%4.23%
2020-33.12%16.14%4.26%28.85%
201913.13%4.51%-1.27%6.52%
2018-2.33%5.18%5.60%-18.75%
20172.00%2.32%2.96%4.93%
2016-2.57%-0.67%8.12%13.01%
20150.95%3.51%-8.94%0.58%
20142.89%4.74%-1.24%2.37%
201313.38%4.16%3.79%11.26%
201218.81%-2.60%5.03%5.60%
20117.36%0.35%-23.55%11.66%
201013.77%-10.61%7.92%21.58%
2009-7.12%31.15%29.22%4.55%
2008-9.22%-4.42%-13.73%-23.22%
20073.97%3.77%-13.09%-6.31%
20066.70%-9.22%2.79%8.08%
2005-1.60%5.20%1.60%0.35%
20044.76%-4.09%-0.95%16.04%
200316.85%N/AN/AN/A

Rank In Category (By Total Return)

YTD89
1-Month48
3-Month68
1-Year25
3-Year12
5-Year16

Load Adjusted Returns

1-Year16.83%
3-Year8.35%
5-Year11.31%
10-Year9.05%