Hotchkis & Wiley

  • Hotchkis & Wiley Mid-Cap Value Fund

Hotchkis & Wiley Mid-Cap Value Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1996 0 0 0 0 0 0 0 0 0 0 0 0 0
1997 -0.8 0.2 -2.4 4.3 0.8 8 5.3 8 0.2 -3.8 2.5 4.4 29.1
1998 -14.5 3.2 4.9 7.6 -17.3 -7.4 -2.9 -3.7 2 3.2 5.9 -2.4 -22.4
1999 3.1 1.4 0 -4.6 -1.7 -2.2 1.2 10.2 13.3 4.4 -4.1 -3.6 16.9
2000 10 1.1 2 0.1 5.9 4.2 -2 5.9 4.8 12.7 -1.3 -4.6 44.3
2001 2.5 10.8 3.6 -13.2 -1 2 2.4 3.8 3.4 -3.4 2.4 3.1 15.6
2002 -4.4 10.6 5.9 -11.2 1.1 -11.5 -4.7 -0.1 -0.2 7.3 1.3 -1.6 0
2003 5.6 5 7.1 -0.8 3.4 6.8 2.4 11 9 1.8 -2.9 -2.4 55.6
2004 3.3 8.1 1.4 3.3 1.9 -3.3 4.5 0.3 -2.6 -0.1 4.3 2.4 25.4
2005 1.9 4.7 -4.5 0.2 -1.3 5 3.8 4.8 -3 -1 2.2 -2 10.7
2006 1.2 3.4 3.1 2.9 3.9 -1.4 0.2 -5 0.2 2.8 0.7 3.9 16.5
2007 -2.3 -7.8 -0.4 -0.8 -4.1 -9 -3 2.9 4.8 -0.1 -0.7 3.2 -16.7
2008 4.6 -10.6 -19.2 -17.1 5.3 1.4 -15.8 2.9 9.6 -0.6 -8.8 -1.1 -43
2009 3.5 4.4 -5.5 4 10.2 12.2 0.4 8.3 18.9 17.2 -10.2 -12.4 56.5
2010 11.8 1.5 3.4 14.5 -8.6 8.2 -8.2 -7.5 3.3 8.1 5 1.8 34.4
2011 1.3 -0.2 18.7 -12.6 -12 -4.9 -3.4 -2.5 3.1 2.4 4.5 0.1 -8.6
2012 3.8 1 0.5 2.3 3.9 -1.5 5.1 -6.2 -1.9 2 9.2 10.3 31.1
2013 2.3 2.7 1.3 3.9 -3.5 7.9 1.5 3.8 0.1 6.3 2.1 8.2 42.6
2014 2.2 1.8 0.6 -3.2 3.6 -3.9 3 3.2 -0.7 2.2 6.5 -3.1 12
2015 -7 1.7 5.5 -4.2 -5.8 -1.7 -3.7 -0.1 2 -1.3 6.7 -4.8 -12.8
2016 3.2 14.1 -4.9 2.9 3 4.4 -5.1 -1.5 3.1 13.5 -2 -9 21
2017 2.4 3.8 -1.6 6.1 -3.6 1.3 1.6 -1.5 -1.4 -1.1 1 0.9 7.7
2018 -15.2 -1.8 -10.9 -0.3 2.3 1 1.2 1.2 5.2 0.1 -5.3 3.3 -19.3
2019 3.8 2.4 0.6 6.8 -11.4 -2.1 6.6 -13 4.1 -5.2 4.5 17.1 11.1
2020 9.3 23.6 6.1 -5.9 5.1 2 1.9 4.4 22.2 -35.2 -13 -7.3 -1.8
2021 5.2 -2.6 5.1 -0.9 2.8 -4.4 -1.9 4.6 1.6 7.6 14.2 2.3 37.4
2022 -5.5 6 16.6 -12 -0.9 8.1 -14.2 5.4 -7.3 3.8 2.2 3.5 1.1
2023 8 6.6 -5.4 -2.4 -1.2 9.8 8.6 -5.4 -0.9 -4.4 -3.5 10.3 19.5
2024 -5.36