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Hotchkis & Wiley Small Cap Value C (HWSCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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57.61-0.60 (-1.03%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.97%
5-year average return10.63%
Number of years up15
Number of years down6
Best 1-yr total return (11 Apr 2024)63.97%
Worst 1-yr total return (11 Apr 2024)N/A
Best 3-yr total return63.97%
Worst 3-yr total return-0.25%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHWSCXCategory
YTD5.59%26.79%
1-month6.85%-1.77%
3-month5.59%4.45%
1-year21.17%71.02%
3-year11.87%9.35%
5-year12.49%12.17%
10-year7.69%9.95%
Last bull market66.82%28.07%
Last bear market-16.30%-24.24%

Annual total return (%) history

Year
HWSCXCategory
2024
N/AN/A
2023
17.67%N/A
2022
2.12%N/A
2021
34.33%N/A
2020
-1.23%4.02%
2019
19.25%21.43%
2018
-15.73%-15.46%
2017
6.67%8.54%
2016
18.91%25.99%
2015
-9.81%-6.71%
2014
10.32%3.34%
2013
44.87%36.22%
2012
22.27%16.00%
2011
-12.24%-4.45%
2010
42.20%26.17%
2009
63.97%31.32%
2008
-44.59%-32.24%
2007
-19.45%-6.08%
2006
2.05%16.27%
2005
10.17%6.40%
2004
26.41%21.14%
2003
60.95%42.38%
2002
N/A-10.12%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.59%N/AN/AN/A
20232.53%3.21%0.47%10.67%
20228.86%-16.30%-1.09%13.31%
202121.72%5.03%1.36%3.67%
2020-42.40%22.30%1.61%37.99%
201911.46%1.04%-2.33%8.41%
2018-3.50%9.10%1.86%-21.42%
20170.81%-0.72%4.86%1.64%
2016-3.69%-2.59%7.80%17.58%
20151.39%-0.11%-13.07%2.44%
20141.77%5.96%-6.26%9.13%
201315.44%3.24%8.20%12.35%
201215.13%-3.05%4.36%4.96%
20117.14%-3.09%-26.45%14.92%
201015.86%-8.27%9.18%22.56%
2009-14.12%37.51%33.54%3.98%
2008-3.75%-1.41%-7.46%-36.91%
20073.14%5.69%-18.63%-9.18%
20067.28%-8.76%-3.03%7.52%
2005-0.29%3.92%4.72%1.53%
200410.97%-0.22%0.55%13.55%
2003-2.65%24.02%11.66%19.39%
20020.13%-18.25%9.09%N/A

Rank in category (by total return)

YTD36
1-month8
3-month36
1-year41
3-year4
5-year19

Load adjusted returns

1-year20.17%
3-year11.87%
5-year12.49%
10-year7.69%