Canada markets closed

Hotchkis & Wiley Small Cap Value C (HWSCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
58.88-0.15 (-0.25%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.13%
5-Year Average Return10.56%
Number of Years Up15
Number of Years Down6
Best 1 Yr Total Return (May 2, 2024)63.97%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return63.97%
Worst 3-Yr Total Return-0.25%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHWSCXCategory
YTD0.33%26.79%
1-Month-4.98%-1.77%
3-Month4.01%4.45%
1-Year19.59%71.02%
3-Year9.40%9.35%
5-Year10.35%12.17%
10-Year7.19%9.95%
Last Bull Market24.54%28.07%
Last Bear Market-16.30%-24.24%

Annual Total Return (%) History

Year
HWSCXCategory
2024
N/AN/A
2023
17.67%N/A
2022
2.12%N/A
2021
34.33%N/A
2020
-1.23%4.02%
2019
19.25%21.43%
2018
-15.73%-15.46%
2017
6.67%8.54%
2016
18.91%25.99%
2015
-9.81%-6.71%
2014
10.32%3.34%
2013
44.87%36.22%
2012
22.27%16.00%
2011
-12.24%-4.45%
2010
42.20%26.17%
2009
63.97%31.32%
2008
-44.59%-32.24%
2007
-19.45%-6.08%
2006
2.05%16.27%
2005
10.17%6.40%
2004
26.41%21.14%
2003
60.95%42.38%
2002
N/A-10.12%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.59%N/AN/AN/A
20232.53%3.21%0.47%10.67%
20228.86%-16.30%-1.09%13.31%
202121.72%5.03%1.36%3.67%
2020-42.40%22.30%1.61%37.99%
201911.46%1.04%-2.33%8.41%
2018-3.50%9.10%1.86%-21.42%
20170.81%-0.72%4.86%1.64%
2016-3.69%-2.59%7.80%17.58%
20151.39%-0.11%-13.07%2.44%
20141.77%5.96%-6.26%9.13%
201315.44%3.24%8.20%12.35%
201215.13%-3.05%4.36%4.96%
20117.14%-3.09%-26.45%14.92%
201015.86%-8.27%9.18%22.56%
2009-14.12%37.51%33.54%3.98%
2008-3.75%-1.41%-7.46%-36.91%
20073.14%5.69%-18.63%-9.18%
20067.28%-8.76%-3.03%7.52%
2005-0.29%3.92%4.72%1.53%
200410.97%-0.22%0.55%13.55%
2003-2.65%24.02%11.66%19.39%
20020.13%-18.25%9.09%N/A

Rank In Category (By Total Return)

YTD29
1-Month21
3-Month19
1-Year21
3-Year4
5-Year18

Load Adjusted Returns

1-Year18.59%
3-Year9.40%
5-Year10.35%
10-Year7.19%