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Hotchkis & Wiley High Yield Z (HWHZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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10.460.00 (0.00%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.64%
5-Year Average Return3.44%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (Jun 19, 2024)13.08%
Worst 1 Yr Total Return (Jun 19, 2024)N/A
Best 3-Yr Total Return13.08%
Worst 3-Yr Total Return0.06%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHWHZXCategory
YTD1.90%3.62%
1-Month1.39%1.08%
3-Month1.73%2.50%
1-Year10.39%14.69%
3-Year2.33%6.16%
5-Year3.61%6.21%
10-Year3.60%5.48%
Last Bull Market9.31%11.96%
Last Bear Market-9.55%-7.27%

Annual Total Return (%) History

Year
HWHZXCategory
2024
N/AN/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 (%)

YearQ1Q2Q3Q4
20241.38%N/AN/AN/A
20233.90%1.77%0.76%6.14%
2022-3.36%-9.55%-1.29%4.66%
20212.04%2.87%0.71%1.07%
2020-17.15%10.12%5.22%8.15%
20196.13%1.74%-0.62%2.31%
20180.59%2.16%-5.36%N/A

Rank In Category (By Total Return)

YTD46
1-Month13
3-Month20
1-Year59
3-Year30
5-Year56

Load Adjusted Returns

1-Year10.39%
3-Year2.33%
5-Year3.61%
10-Year3.60%