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WHGMX: Westwood SMidCap Institutional (MUTUAL FUND)
Basic Info 14.15 0.07(0.50%) December 08
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (89%) |
| Start Date: | 12/20/2005 |
| Last Dividend Date: | 12/29/2022 |
| 12-Mo. Yield | 1.40% |
| Expenses | 0.88% |
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Performance Analytics (As of 12/08/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.1 | 11.4 | 9.0 | 7.5 | 9.0 | 6.6 | 11.0 | 8.7 | -10.3 | 21.4 | 5.4 | 29.4 | -11.7 | 10.4 | 12.2 | -4.4 | 6.1 | 33.8 | 12.9 | -2.2 | 26.4 | 34.3 | -27.4 | 10.5 | 20.6 | 0.0 |
| SR | NA | 0.46 | 0.28 | 0.29 | 0.31 | 0.28 | NA | 0.36 | -0.49 | 1.19 | 0.13 | 2.09 | -0.82 | 1.05 | 0.78 | -0.28 | 0.42 | 2.65 | 0.85 | -0.08 | 1.4 | 1.25 | -0.71 | 0.49 | 1.37 | -0.26 |
| DD(%) | NA | 11.1 | 11.1 | 22.1 | 42.3 | 42.3 | NA | 48.0 | 21.4 | 9.6 | 42.3 | 7.1 | 23.5 | 5.1 | 14.8 | 15.8 | 12.8 | 6.0 | 13.9 | 27.5 | 14.3 | 24.9 | 47.2 | 12.1 | 11.2 | 1.2 |
| SD(%) | NA | 17.0 | 17.1 | 19.8 | 24.6 | 20.0 | NA | 21.5 | 23.9 | 18.0 | 40.3 | 13.4 | 15.8 | 9.4 | 15.3 | 15.9 | 14.4 | 12.7 | 15.1 | 28.4 | 18.8 | 27.4 | 39.8 | 15.5 | 12.7 | 10.3 |
| TR | NA | 0.08 | 0.05 | 0.06 | 0.08 | 0.06 | NA | 0.08 | -0.13 | 0.21 | 0.05 | 0.29 | -0.14 | 0.09 | 0.13 | -0.05 | 0.06 | 0.34 | 0.13 | -0.02 | 0.31 | 0.41 | -0.32 | 0.08 | 0.18 | -0.03 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | 0.0 | -0.01 | NA | 0.0 | 0.03 | -0.01 | -0.04 | 0.0 | -0.01 | -0.03 | 0.01 | -0.01 | -0.03 | 0.0 | -0.01 | 0.0 | 0.02 | 0.0 | 0.06 | 0.02 | 0.03 | -0.02 |
| Beta | NA | 1.03 | 1.02 | 0.93 | 0.99 | 0.99 | NA | 0.94 | 0.88 | 1.0 | 1.05 | 0.98 | 0.92 | 1.06 | 0.92 | 0.97 | 1.07 | 0.98 | 0.99 | 1.03 | 0.85 | 0.83 | 0.88 | 0.9 | 0.97 | 1.07 |
| RS | NA | 0.85 | 0.85 | 0.82 | 0.88 | 0.87 | NA | 0.91 | 0.9 | 0.68 | 0.92 | 0.87 | 0.91 | 0.79 | 0.84 | 0.88 | 0.87 | 0.93 | 0.94 | 0.97 | 0.96 | 0.97 | 0.97 | 0.94 | 0.9 | 0.92 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/21/2005
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See MID-CAP BLEND Asset Class Trend Rankings |
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