Hotchkis & Wiley

  • Hotchkis & Wiley Small Cap Value Fund

Hotchkis & Wiley Small Cap Value Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2000 11.6 1.1 0 0 0 0 0 0 0 0 0 0 0
2001 3.9 10.3 5.5 -12.1 -1 2.9 4.6 4.8 5.7 -1.9 1.5 6.9 0
2002 -2.5 10 1.9 -6.3 -0.8 -11.7 -1.5 -1.2 2.9 6.7 2 1.1 -1.1
2003 4.5 4 10.1 -0.8 4.2 8.2 3.1 10.7 8.9 2.9 -3 -2.3 62.2
2004 3.9 8.9 0.6 4 1.9 -4.9 4.6 0.1 -4.5 2.5 4 4.3 27.5
2005 2.1 3.6 -3.9 -1.3 -1.3 7.7 5.1 4.8 -5.5 -2.7 4.2 -1.5 10.9
2006 0.2 3.8 3.3 1.3 0.5 -4.6 -1.7 -6.6 -0.4 3.7 -1.4 5.2 2.5
2007 -1.9 -6.7 -0.5 -1.9 -5.3 -12.3 -2.8 5.7 3.1 0.6 -0.2 2.8 -18.8
2008 2.5 -16 -26.8 -8.7 4.3 -2.6 -8.8 2.5 5.7 3.1 -2.4 -4.1 -44.3
2009 7 3.8 -6.2 5.4 12.5 12.9 2 9.9 22.9 9 -11.8 -10.6 64.9
2010 12.8 5.5 3.2 13 -9.2 6.6 -8.8 -5.5 6.7 11.3 6.5 -2 43.4
2011 0.8 -1.4 15.9 -14.7 -10.3 -3.7 -1.2 -2.7 1 2.2 5.4 -0.5 -11.6
2012 3.8 1.2 0.2 2.9 3.1 -1.4 5.2 -6 -1.8 1.9 4.4 8.4 23.2
2013 4.9 5.1 2.1 5.7 -4.3 7.2 -0.1 5.3 -1.7 5.2 1.6 8.3 46
2014 2.9 2.5 3.5 -5.7 4.4 -4.6 3.9 2.6 -0.4 1.6 4.7 -4.2 0
2015 -6.2 2.6 6.3 -4.3 -5 -4.2 -1.7 1.6 0.1 -0.3 7.1 -4.8 -9.4
2016 5.5 14.9 -2.8 0.4 0.9 6.6 -2.6 -1.1 1.2 10.5 -3.4 -9.6 19.8
2017 -0.4 2 0.2 6.3 -3 1.9 3.4 -3.5 -0.3 -0.5 1 0.6 7.4
2018 -14 2.8 -11.1 -2.2 3.7 0.6 0.8 3.2 5.1 1.4 -6.4 1.8 0
2019 0.4 2.3 1 7.5 -9.3 0.4 5.5 -8.3 4.7 -5.2 4.9 12.4 14.8
2020 5.9 23.4 5.8 -7.2 6.9 2 3.5 3.2 14.7 -30.4 -10.1 -7.7 -1.1
2021 4.3 -4.3 3.8 1.4 3.1 -2.9 -0.6 4.1 1.7 6 12.6 2.2 35
2022 -17.4 5.2 15.2 -10.7 -0.6 11.7 -13.5 5.1 -7.8 4.8 4.8 -0.7 -9.2
2023 7.9 7.4 -6.1 -3.5 -2 6.4 9.1 -1.6 -3.6 -5.7 -0.5 9.5 16.3
2024 -4.5 6.9 2.5 -3.5 0 0 0 0 0 0 0 0 1.2