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Hotchkis & Wiley Global Value A (HWGAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.050.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.78%
5-year average return11.37%
Number of years up6
Number of years down4
Best 1-yr total return (19 May 2024)27.74%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return27.74%
Worst 3-yr total return1.00%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHWGAXCategory
YTD4.10%14.38%
1-month-3.55%-1.21%
3-month4.97%5.03%
1-year22.22%39.50%
3-year7.33%9.11%
5-year9.26%10.10%
10-year6.72%7.90%
Last bull market26.54%15.53%
Last bear market-14.66%-17.52%

Annual total return (%) history

Year
HWGAXCategory
2024
N/AN/A
2023
27.74%N/A
2022
-11.96%N/A
2021
26.46%N/A
2020
-0.92%2.50%
2019
24.26%20.73%
2018
-16.32%-10.41%
2017
16.52%18.90%
2016
16.14%9.24%
2015
-6.36%-3.06%
2014
2.54%3.61%
2013
N/A25.36%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.93%N/AN/AN/A
20237.15%4.84%1.05%12.53%
2022-1.20%-14.66%-9.58%15.49%
202116.05%4.49%-0.62%4.94%
2020-36.18%15.46%1.90%31.96%
201910.98%3.87%-1.56%9.50%
2018-0.38%1.76%2.94%-19.81%
20173.71%4.15%4.84%2.89%
20161.36%-3.07%8.13%9.33%
20151.37%0.25%-9.57%1.90%
20142.65%3.83%-3.61%-0.18%
20139.73%N/AN/AN/A

Rank in category (by total return)

YTD33
1-month69
3-month22
1-year2
3-year11
5-year19

Load adjusted returns

1-year15.81%
3-year5.42%
5-year8.09%
10-year6.14%