Hotchkis & Wiley

  • Hotchkis & Wiley Value Opportunities Fund

Hotchkis & Wiley Value Opportunities Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2003 3.1 4.3 9 -0.3 4.8 9.8 2.3 13.5 10.7 1.9 -3.7 0 0
2004 3.5 12.2 0.2 1.9 2.3 -4.7 3.8 -2.8 -4.7 -0.3 3 2.2 16.6
2005 3.2 2.7 -5.1 -0.5 -2.1 4.5 3.3 4.3 -2.2 -1.3 1.1 -1.2 6.3
2006 2 3.5 2.5 4 4.4 -5.2 -0.4 -7 -1.8 3.8 -0.4 3.5 8.3
2007 -1.2 -4.7 -0.1 -1.8 -3.5 -8.1 -2.8 1.9 5 0.9 0 3.2 -11.4
2008 -2.4 -6.4 -16 -11.8 2.5 -4.5 -14.3 1.3 10.2 2.4 -8.8 -2.6 -42.2
2009 4.4 3.3 -3 3.9 13.6 9.7 0 14.7 14.4 18.3 -12 -10.6 65.5
2010 12.2 2.5 5.9 8.7 -7.8 7.9 -8 -7.6 5.4 8.7 7.8 -2.7 34.5
2011 0.8 -0.7 11.9 -13.1 -9.3 -2.8 -1.2 0.8 0.9 0 2.3 5.1 -7.3
2012 4.6 -0.9 2 1.3 3.4 0.5 4.7 -5.3 -1.6 3.2 5.9 8.9 29.2
2013 4 4.8 2.3 3.2 -3.7 4.6 -1.4 4.3 1.5 5.6 1 6.5 37.4
2014 1 2.2 -0.7 -2.6 4.6 -2.9 3.1 1.2 0.6 2.1 4.1 -3 9.6
2015 -4.3 0.2 4.8 -2.6 -6.4 0 -1.8 1 4.5 -0.9 5.9 -3.7 -3.8
2016 4.4 8.9 -0.5 -0.6 3.2 5.6 -2 -0.1 1.6 10.9 -5.5 -6.9 0
2017 3.6 1.2 0.3 3.5 -2.3 2.1 0.6 1.2 0.7 -1 2.6 0.6 13.5
2018 -10.7 -0.1 -8.7 0.2 1.6 3.9 1.3 0.3 3.8 -3 -4 5.1 -11.2
2019 0.8 2.2 1.4 4.7 -6 0.6 6.4 -5.4 4 -2.3 3.1 12.5 22.7
2020 6.3 20.7 0.6 -5.2 6.4 1.1 2.4 3.6 9.8 -23.3 -9.1 -3.9 2.6
2021 -8.2 -4.4 4.8 -1 4.6 -1.2 -1 3.9 2.1 18.3 11.6 -9.4 18
2022 -7.9 7 12.3 -11.1 -0.9 11.5 -13.8 4.5 -10.6 3.3 -0.5 -0.2 -10.3
2023 0.3 7.1 -3.6 -2.8 -2.1 5.4 5.9 -2.6 0.6 -1.4 -0.4 9.8 16.2
2024 -4.1 6.2 1.5 -1.5 0 0 0 0 0 0 0 0 4