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 3.2 4.2 9 -0.3 4.7 9.6 2.3 13.3 10.6 2 -3.8 0 0
2004 3.4 12.2 0.2 2 2.4 -4.9 3.8 -2.8 -4.7 -0.3 3 2.2 16.6
2005 3.1 2.7 -5.1 -0.5 -2.1 4.6 3.4 4.4 -2.2 -1.3 1.1 -1.2 6.5
2006 2.1 3.5 2.5 4 4.4 -5.2 -0.4 -7 -1.8 3.8 -0.4 3.5 8.6
2007 -1.2 -4.6 -0.1 -1.8 -3.5 -8 -2.8 1.9 5 0.9 0.1 3.2 -11.2
2008 -2.4 -6.4 -16 -11.8 2.6 -4.5 -14.2 1.3 10.3 2.4 -8.7 -2.5 -42.1
2009 4.4 3.3 -2.9 3.9 13.6 9.7 0 14.7 14.5 18.2 -11.9 -10.6 66
2010 12.2 2.5 6 8.7 -7.8 8 -8.1 -7.6 5.5 8.8 7.8 -2.7 35
2011 0.8 -0.7 11.9 -13.1 -9.4 -2.8 -1.1 0.8 0.9 0.1 2.3 5.1 -7.1
2012 4.6 -0.9 2 1.3 3.4 0.5 4.8 -5.3 -1.6 3.2 6 8.9 29.5
2013 4 4.8 2.3 3.2 -3.7 4.7 -1.4 4.4 1.5 5.7 1 6.5 37.7
2014 1 2.2 -0.6 -2.6 4.6 -2.8 3.1 1.2 0.7 2.1 4.1 -2.9 9.9
2015 -4.2 0.2 4.9 -2.6 -6.3 0 -1.7 1 4.6 -0.9 6 -3.7 -3.6
2016 4.5 8.9 -0.4 -0.6 3.2 5.6 -2 -0 1.7 10.9 -5.4 -6.9 19.4
2017 3.6 1.2 0.4 3.5 -2.3 2.1 0.6 1.2 0.7 -1 2.6 0.6 13.8
2018 -10.7 -0.1 -8.7 0.2 1.6 4 1.3 0.3 3.8 -3 -4 5.2 -11
2019 0.5 2.2 1.5 4.7 -6 0.6 6.4 -5.3 4 -2.2 3.1 12.5 22.6
2020 6.3 20.8 0.6 -5.2 6.4 1.1 2.4 3.6 9.8 -23.3 -9.1 -3.9 2.7
2021 -8.5 -4.4 4.8 -1 4.6 -1.2 -0.9 3.9 16.2 4.3 11.6 -9.6 18.1
2022 -8 7 12.3 -11.1 -0.9 11.6 -13.8 4.5 -10.6 3.4 -0.5 -0.2 -10.1
2023 0.1 7.1 -3.6 -2.7 -2.1 5.4 5.9 -2.6 0.6 -1.4 -0.4 9.8 16.2
2024 -3.8 6.2 1.5 -1.5 0 0 0 0 0 0 0 0 2.2