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Hotchkis & Wiley Large Cap Value Z (HWLZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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43.19+0.08 (+0.19%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.44%
5-Year Average Return0.00%
Number of Years Up2
Number of Years Down2
Best 1 Yr Total Return (Jun 25, 2024)29.00%
Worst 1 Yr Total Return (Jun 25, 2024)N/A
Best 3-Yr Total Return29.00%
Worst 3-Yr Total Return6.87%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHWLZXCategory
YTD8.39%4.44%
1-Month3.44%-4.04%
3-Month5.50%4.09%
1-Year28.84%14.37%
3-Year6.52%6.04%
5-Year12.57%9.20%
10-Year9.08%8.57%
Last Bull Market27.10%22.97%
Last Bear Market-14.69%-11.27%

Annual Total Return (%) History

Year
HWLZXCategory
2024
N/AN/A
2023
16.96%11.63%
2022
-5.22%-5.90%
2021
29.00%26.22%
2020
-0.17%2.91%
2019
N/A25.04%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.07%N/AN/AN/A
20232.66%3.22%-0.78%11.25%
20222.84%-14.69%-7.48%16.75%
202118.40%5.30%-1.71%5.27%
2020-36.63%19.52%1.45%29.92%
20198.73%N/AN/AN/A

Rank In Category (By Total Return)

YTD39
1-Month33
3-Month20
1-Year11
3-Year46
5-Year30

Load Adjusted Returns

1-Year28.84%
3-Year6.52%
5-Year12.57%
10-Year9.08%