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Hotchkis & Wiley Mid Cap Value Z (HWMZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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53.430.00 (0.00%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.09%
5-Year Average Return0.00%
Number of Years Up4
Number of Years DownN/A
Best 1 Yr Total Return (May 2, 2024)39.37%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return39.37%
Worst 3-Yr Total Return12.59%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHWMZXCategory
YTD-1.12%21.28%
1-Month-5.79%-1.96%
3-Month2.22%4.90%
1-Year17.63%55.83%
3-Year9.61%11.08%
5-Year9.62%11.93%
10-Year6.56%10.64%
Last Bull Market21.23%25.54%
Last Bear Market-16.16%-22.08%

Annual Total Return (%) History

Year
HWMZXCategory
2024
N/AN/A
2023
20.00%N/A
2022
1.78%N/A
2021
39.37%N/A
2020
0.61%2.63%
2019
N/A25.18%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.96%N/AN/AN/A
20231.79%1.80%5.97%9.28%
20229.76%-16.16%-5.72%17.31%
202125.80%4.27%-2.60%9.09%
2020-47.74%29.95%3.28%43.46%
20198.73%N/AN/AN/A

Rank In Category (By Total Return)

YTD90
1-Month79
3-Month77
1-Year26
3-Year5
5-Year32

Load Adjusted Returns

1-Year17.63%
3-Year9.61%
5-Year9.62%
10-Year6.56%