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Hotchkis & Wiley Sm Cp Divers Val Z (HWVZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.17+0.17 (+1.42%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.64%
5-year average return0.00%
Number of years up3
Number of years down1
Best 1-yr total return (27 Jun 2024)35.37%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return35.37%
Worst 3-yr total return8.62%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHWVZXCategory
YTD-0.40%26.79%
1-month4.71%-1.77%
3-month3.49%4.45%
1-year21.70%71.02%
3-year3.43%9.35%
5-year11.28%12.17%
10-year0.00%9.95%
Last bull market22.27%28.07%
Last bear market-12.50%-24.24%

Annual total return (%) history

Year
HWVZXCategory
2024
N/AN/A
2023
16.36%N/A
2022
-6.39%N/A
2021
35.37%N/A
2020
1.14%4.02%
2019
N/A21.43%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.96%N/AN/AN/A
20230.26%4.08%-1.96%13.74%
2022-0.80%-12.50%-5.29%13.88%
202124.75%3.94%-1.36%5.84%
2020-40.76%23.35%0.64%37.53%
20198.45%N/AN/AN/A

Rank in category (by total return)

YTD85
1-month41
3-month40
1-year70
3-year46
5-year38

Load adjusted returns

1-year21.70%
3-year3.43%
5-year11.28%
10-yearN/A