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Hotchkis & Wiley High Yield Fund Class I (HWHIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.39+0.01 (+0.09%)
At close: 08:06AM EST

Performance overview

Morningstar return rating★★★
Year-to-date return4.09%
5-year average return3.99%
Number of years up9
Number of years down2
Best 1-yr total return (3 Feb 2019)19.10%
Worst 1-yr total return (3 Feb 2019)-4.30%
Best 3-yr total return19.10%
Worst 3-yr total return1.70%

Trailing returns (%) vs. Benchmarks

ReturnHWHIXCategory
YTD5.04%3.62%
1-month-0.78%1.08%
3-month-0.49%2.50%
1-year7.86%14.69%
3-year5.23%6.16%
5-year5.85%6.21%
10-year6.21%5.48%
Last bull market14.08%11.96%
Last bear market-8.35%-7.27%

Annual total return (%) history

Year
HWHIXCategory
2021
N/AN/A
2020
3.81%4.91%
2019
9.57%12.62%
2018
-3.41%-2.59%
2017
8.24%6.47%
2016
16.02%13.30%
2015
-4.30%-4.01%
2014
1.09%1.11%
2013
8.71%6.90%
2012
17.96%14.67%
2011
2.28%2.83%
2010
19.10%14.24%
2009
N/A46.70%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20212.01%N/AN/AN/A
2020-17.19%10.22%5.19%8.13%
20196.01%1.71%-0.65%2.28%
2018-0.61%0.57%2.05%-5.31%
20173.22%1.89%1.90%0.99%
20161.78%5.40%5.80%2.23%
20152.77%1.03%-4.78%-3.20%
20142.94%2.23%-2.17%-1.80%
20133.23%-0.62%2.11%3.78%
20126.54%1.67%5.05%3.67%
20113.47%0.99%-7.87%6.24%
20106.06%-0.94%7.89%5.07%
200911.40%11.21%7.36%N/A

Rank in category (by total return)

YTD13
1-month48
3-month27
1-year10
3-year84
5-year57

Load adjusted returns

1-year19.32%
3-year4.86%
5-year6.17%
10-year5.80%