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Hotchkis & Wiley Diversified Value C (HWCCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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31.61+0.08 (+0.25%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.08%
5-Year Average Return11.99%
Number of Years Up12
Number of Years Down7
Best 1 Yr Total Return (May 16, 2024)36.34%
Worst 1 Yr Total Return (May 16, 2024)N/A
Best 3-Yr Total Return36.34%
Worst 3-Yr Total Return2.40%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHWCCXCategory
YTD4.21%4.44%
1-Month-4.64%-4.04%
3-Month4.39%4.09%
1-Year18.25%14.37%
3-Year7.25%6.04%
5-Year10.01%9.20%
10-Year8.29%8.57%
Last Bull Market25.08%22.97%
Last Bear Market-15.00%-11.27%

Annual Total Return (%) History

Year
HWCCXCategory
2024
N/AN/A
2023
17.80%11.63%
2022
-5.31%-5.90%
2021
31.18%26.22%
2020
-0.60%2.91%
2019
28.04%25.04%
2018
-15.64%-8.53%
2017
17.26%15.94%
2016
18.67%14.81%
2015
-8.77%-4.05%
2014
11.58%10.21%
2013
35.22%31.21%
2012
18.55%14.57%
2011
-6.55%-0.75%
2010
18.23%13.66%
2009
36.34%24.13%
2008
-46.42%-37.09%
2007
-12.04%1.42%
2006
13.90%18.15%
2005
11.46%5.95%
2004
N/A12.97%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.28%N/AN/AN/A
20233.17%3.58%-0.34%10.61%
20222.85%-15.00%-6.86%16.30%
202119.29%5.87%-1.72%5.68%
2020-36.57%19.53%1.05%29.73%
201914.19%4.10%-0.96%8.76%
2018-3.62%3.04%4.56%-18.76%
20173.97%2.98%3.47%5.85%
2016-0.56%0.78%7.66%9.99%
20150.13%0.90%-11.68%2.24%
20144.48%3.47%-0.86%4.11%
201311.96%5.56%5.26%8.70%
201215.39%-5.36%5.25%3.14%
20114.57%-1.49%-18.85%11.80%
20109.78%-12.03%11.01%10.28%
2009-11.15%24.35%20.18%2.67%
2008-11.69%-9.08%-13.82%-22.57%
20070.77%4.31%-7.79%-9.24%
20062.04%-2.84%6.32%8.06%
20050.96%5.00%3.04%2.05%
200412.60%N/AN/AN/A

Rank In Category (By Total Return)

YTD60
1-Month75
3-Month39
1-Year22
3-Year28
5-Year34

Load Adjusted Returns

1-Year17.25%
3-Year7.25%
5-Year10.01%
10-Year8.29%