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Hotchkis & Wiley Small Cap Value Z (HWSZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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75.42-0.97 (-1.27%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-1.19%
5-Year Average Return0.00%
Number of Years Up3
Number of Years Down1
Best 1 Yr Total Return (Jul 4, 2024)35.81%
Worst 1 Yr Total Return (Jul 4, 2024)N/A
Best 3-Yr Total Return35.81%
Worst 3-Yr Total Return11.87%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHWSZXCategory
YTD-0.01%26.79%
1-Month-3.01%-1.77%
3-Month-5.54%4.45%
1-Year11.80%71.02%
3-Year9.07%9.35%
5-Year12.13%12.17%
10-Year7.54%9.95%
Last Bull Market25.09%28.07%
Last Bear Market-16.08%-24.24%

Annual Total Return (%) History

Year
HWSZXCategory
2024
N/AN/A
2023
18.96%N/A
2022
3.24%N/A
2021
35.81%N/A
2020
-0.13%4.02%
2019
N/A21.43%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.86%-5.54%N/AN/A
20232.81%3.49%0.75%10.99%
20229.16%-16.08%-0.80%13.61%
202122.05%5.33%1.62%3.97%
2020-42.25%22.65%1.88%38.38%
20198.72%N/AN/AN/A

Rank In Category (By Total Return)

YTD59
1-Month72
3-Month80
1-Year44
3-Year4
5-Year15

Load Adjusted Returns

1-Year11.80%
3-Year9.07%
5-Year12.13%
10-Year7.54%