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Hotchkis & Wiley Large Cap Value A (HWLAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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44.00+0.11 (+0.25%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.18%
5-year average return11.33%
Number of years up14
Number of years down8
Best 1-yr total return (16 May 2024)39.55%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return39.55%
Worst 3-yr total return3.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHWLAXCategory
YTD4.67%4.44%
1-month-4.83%-4.04%
3-month4.48%4.09%
1-year18.04%14.37%
3-year6.56%6.04%
5-year9.52%9.20%
10-year8.53%8.57%
Last bull market26.92%22.97%
Last bear market-14.75%-11.27%

Annual total return (%) history

Year
HWLAXCategory
2024
N/AN/A
2023
16.55%11.63%
2022
-5.50%-5.90%
2021
28.54%26.22%
2020
-0.53%2.91%
2019
28.73%25.04%
2018
-14.47%-8.53%
2017
18.59%15.94%
2016
19.38%14.81%
2015
-7.97%-4.05%
2014
13.19%10.21%
2013
39.55%31.21%
2012
18.48%14.57%
2011
-4.49%-0.75%
2010
19.57%13.66%
2009
33.93%24.13%
2008
-47.01%-37.09%
2007
-10.75%1.42%
2006
13.40%18.15%
2005
6.13%5.95%
2004
21.70%12.97%
2003
42.32%28.44%
2002
-7.58%-18.69%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.98%N/AN/AN/A
20232.54%3.13%-0.86%11.16%
20222.76%-14.75%-7.55%16.69%
202118.28%5.23%-1.79%5.16%
2020-36.70%19.38%1.39%29.82%
201914.50%4.15%-0.63%8.64%
2018-3.23%3.09%4.56%-18.00%
20174.26%3.42%3.47%6.29%
20160.78%1.47%5.98%10.15%
2015-0.19%0.97%-10.92%2.51%
20144.93%3.64%-0.49%4.59%
201313.32%6.10%6.08%9.41%
201214.44%-4.36%5.02%3.07%
20115.35%-1.75%-17.37%11.67%
201010.72%-12.14%11.25%10.48%
2009-13.12%25.16%20.90%1.87%
2008-11.18%-9.87%-12.16%-24.64%
20071.31%3.80%-7.37%-8.37%
20064.03%-3.95%5.07%8.02%
2005-1.32%4.51%2.09%0.79%
20044.58%1.98%1.66%12.24%
2003-6.45%22.20%7.89%15.39%
20026.75%-5.56%-16.93%10.35%

Rank in category (by total return)

YTD47
1-month80
3-month37
1-year24
3-year41
5-year43

Load adjusted returns

1-year11.84%
3-year4.66%
5-year8.34%
10-year7.94%