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Hotchkis & Wiley Value Opps Instl (HWAIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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37.86+0.35 (+0.93%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.16%
5-year average return12.92%
Number of years up15
Number of years down6
Best 1-yr total return (1 May 2024)65.96%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return65.96%
Worst 3-yr total return5.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHWAIXCategory
YTD6.16%17.52%
1-month6.19%-0.87%
3-month6.16%5.51%
1-year24.59%42.88%
3-year11.65%11.93%
5-year14.20%12.07%
10-year10.65%10.95%
Last bull market66.97%23.18%
Last bear market-19.37%-17.87%

Annual total return (%) history

Year
HWAIXCategory
2024
N/AN/A
2023
26.66%N/A
2022
-7.88%N/A
2021
34.45%N/A
2020
5.35%2.91%
2019
25.57%25.04%
2018
-10.97%-8.53%
2017
13.85%15.94%
2016
19.42%14.81%
2015
-3.33%-4.05%
2014
10.09%10.21%
2013
37.73%31.21%
2012
29.56%14.57%
2011
-7.07%-0.75%
2010
34.80%13.66%
2009
65.96%24.13%
2008
-42.12%-37.09%
2007
-11.33%1.42%
2006
8.61%18.15%
2005
6.56%5.95%
2004
16.63%12.97%
2003
68.84%28.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.16%N/AN/AN/A
20237.91%3.78%0.42%12.61%
20222.65%-19.37%-1.75%13.30%
202119.65%5.08%2.38%4.46%
2020-32.99%16.43%4.56%29.15%
201913.42%4.78%-1.03%6.77%
2018-2.07%5.45%5.86%-18.56%
20172.25%2.57%3.22%5.18%
2016-2.36%-0.40%8.37%13.32%
20151.19%3.78%-8.75%0.89%
20143.15%4.99%-1.00%2.68%
201313.66%4.43%4.05%11.52%
201219.04%-2.34%5.28%5.85%
20117.64%0.57%-23.34%11.98%
201014.07%-10.42%8.22%21.90%
2009-6.90%31.30%29.57%4.77%
2008-8.96%-4.19%-13.48%-23.29%
20074.12%4.01%-12.85%-6.04%
20066.95%-8.98%3.00%8.32%
2005-1.38%5.44%1.87%0.60%
20044.98%-3.84%-0.71%16.35%
2003-1.80%28.11%14.47%17.25%

Rank in category (by total return)

YTD89
1-month16
3-month89
1-year28
3-year10
5-year7

Load adjusted returns

1-year24.59%
3-year11.65%
5-year14.20%
10-year10.65%