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Hotchkis & Wiley Value Opps Instl (HWAIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend10W9M
42.78+0.33 (+0.78%)
At close: 08:01PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return15.67%
5-Year Average Return14.64%
Number of Years Up15
Number of Years Down6
Best 1 Yr Total Return (Nov 20, 2024)65.96%
Worst 1 Yr Total Return (Nov 20, 2024)N/A
Best 3-Yr Total Return65.96%
Worst 3-Yr Total Return5.60%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHWAIXCategory
YTD11.69%4.44%
1-Month-0.07%-4.04%
3-Month1.01%4.09%
1-Year30.51%14.37%
3-Year9.11%6.04%
5-Year14.20%9.20%
10-Year10.86%8.57%
Last Bull Market24.05%22.97%
Last Bear Market-19.37%-11.27%

Annual Total Return (%) History

Year
HWAIXCategory
2024
N/AN/A
2023
26.66%11.63%
2022
-7.88%-5.90%
2021
34.45%26.22%
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%-0.90%6.24%N/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)

YTD84
1-Month16
3-Month84
1-Year46
3-Year23
5-Year6

Load Adjusted Returns

1-Year30.51%
3-Year9.11%
5-Year14.20%
10-Year10.86%