Hotchkis & Wiley Diversified Value A (HWCAX)

23.57 +0.03 (+0.13%) USD  |  Jun 27 2022

HWCAX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of June 27, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Hotchkis & Wiley Diversified Value A
19.54%
36.22%
12.40%
-8.07%
19.62%
18.10%
-14.93%
28.92%
0.20%
32.11%
-9.42%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-17.56%
Hotchkis & Wiley Value Opps A
29.26%
37.42%
9.80%
-3.58%
19.15%
13.57%
-11.19%
25.23%
5.10%
34.09%
-13.98%
Fidelity Advisor® Value Leaders A
13.66%
34.59%
12.66%
-2.11%
10.22%
14.41%
-9.13%
21.28%
-5.58%
24.53%
-5.46%
PGIM Quant Solutions Large-Cap Val A
12.16%
33.84%
12.78%
-6.23%
22.41%
15.42%
-15.24%
21.81%
-6.51%
30.85%
-8.81%
AB Value A
14.86%
35.72%
11.57%
-7.65%
10.96%
13.39%
-15.09%
19.88%
0.91%
27.02%
-9.85%
As of June 27, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Hotchkis & Wiley Diversified Value A
-9.62%
-13.69%
-9.80%
-6.49%
9.36%
7.86%
11.34%
5.31%
--
7.13%
S&P 500 Total Return
-6.08%
-13.81%
-17.97%
-7.56%
11.91%
12.01%
13.55%
8.74%
9.24%
9.92%
Hotchkis & Wiley Value Opps A
-11.23%
-17.96%
-14.68%
-9.00%
8.94%
8.14%
11.73%
8.37%
--
11.41%
Fidelity Advisor® Value Leaders A
-6.52%
-7.76%
-5.01%
1.72%
7.14%
5.89%
9.80%
3.79%
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6.09%
PGIM Quant Solutions Large-Cap Val A
-9.14%
-11.99%
-8.54%
-4.15%
7.14%
5.27%
9.69%
5.05%
6.97%
5.59%
AB Value A
-7.06%
-10.21%
-9.80%
-6.28%
7.91%
5.48%
8.55%
3.15%
5.39%
5.05%
As of June 27, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of May 31, 2022