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Hotchkis & Wiley High Yield Z (HWHZX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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10.46
0.00
(0.00%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
2.64%
5-Year Average Return
3.44%
Number of Years Up
4
Number of Years Down
1
Best 1 Yr Total Return (Jun 19, 2024)
13.08%
Worst 1 Yr Total Return (Jun 19, 2024)
N/A
Best 3-Yr Total Return
13.08%
Worst 3-Yr Total Return
0.06%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
HWHZX
Category
YTD
1.90%
3.62%
1-Month
1.39%
1.08%
3-Month
1.73%
2.50%
1-Year
10.39%
14.69%
3-Year
2.33%
6.16%
5-Year
3.61%
6.21%
10-Year
3.60%
5.48%
Last Bull Market
9.31%
11.96%
Last Bear Market
-9.55%
-7.27%
Annual Total Return (%) History
Year
HWHZX
Category
2024
N/A
N/A
2023
13.08%
N/A
2022
-9.69%
N/A
2021
6.83%
N/A
2020
3.83%
4.91%
2019
9.77%
12.62%
2018
N/A
-2.59%
Past Quarterly Returns (%)
Year
Q1
Q2
Q3
Q4
2024
1.38%
N/A
N/A
N/A
2023
3.90%
1.77%
0.76%
6.14%
2022
-3.36%
-9.55%
-1.29%
4.66%
2021
2.04%
2.87%
0.71%
1.07%
2020
-17.15%
10.12%
5.22%
8.15%
2019
6.13%
1.74%
-0.62%
2.31%
2018
0.59%
2.16%
-5.36%
N/A
Rank In Category (By Total Return)
YTD
46
1-Month
13
3-Month
20
1-Year
59
3-Year
30
5-Year
56
Load Adjusted Returns
1-Year
10.39%
3-Year
2.33%
5-Year
3.61%
10-Year
3.60%
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