Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WHG (Westwood Holdings Group, Inc.) | 0.09% | 15.84% | 12.51% | 2.27% | -6.38% | 0.24% | 4.40% | … | … |
Data as of 06/04/2026, Common starting date is 06/13/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHG (Westwood Holdings Group, Inc.) | 06/13/2002 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.87 | 15.84 | 12.51 | 2.27 | -6.38 | 0.24 | 4.40 | … | … | 0.09 | 23.09 | 20.87 | 19.04 | -31.45 | 31.99 | -50.14 | -4.41 | -45.76 | 15.24 | 20.06 | -12.53 | 3.00 | 56.69 | 16.49 | -4.70 | 15.13 | 32.20 | -21.84 | 69.85 | 35.10 | -5.79 | 16.48 | 41.92 | -17.19 |
| Sharpe Ratio | NA | 0.30 | 0.29 | 0.00 | -0.18 | NA | NA | … | … | -0.29 | 0.56 | 0.48 | 0.35 | -0.75 | 0.69 | -0.52 | -0.20 | -1.98 | 0.58 | 0.72 | -0.42 | 0.11 | 2.60 | 0.75 | -0.10 | 0.40 | 0.55 | -0.34 | 1.88 | 1.98 | -0.52 | 1.23 | 1.93 | -0.76 |
| Standard Deviation(%) | NA | 35.09 | 35.68 | 40.33 | 45.64 | NA | NA | … | … | 37.18 | 36.20 | 35.82 | 44.71 | 43.78 | 46.15 | 96.10 | 28.91 | 23.88 | 25.31 | 27.72 | 30.12 | 27.95 | 21.76 | 22.06 | 47.87 | 37.85 | 58.19 | 67.62 | 35.71 | 16.12 | 15.55 | 12.63 | 21.29 | 39.75 |
| Draw Down(%) | NA | 21.18 | 34.56 | 59.52 | 83.74 | NA | NA | … | … | 19.34 | 16.19 | 15.85 | 34.56 | 50.39 | 33.43 | 66.99 | 28.16 | 49.71 | 15.99 | 18.99 | 19.91 | 17.80 | 10.06 | 15.65 | 23.20 | 27.81 | 22.99 | 53.26 | 30.12 | 12.60 | 19.17 | 8.16 | 14.72 | 28.57 |
| Yield(%) | 0.91 | 3.97 | 4.44 | 5.30 | 2.80 | 4.80 | 8.38 | … | … | 1.70 | 4.02 | 4.72 | 5.12 | 3.53 | 20.67 | 1.48 | 8.10 | 4.21 | 4.16 | 4.62 | 3.41 | 2.99 | 3.92 | 4.06 | 3.51 | 4.39 | 4.45 | 3.33 | 4.86 | 7.30 | 1.73 | 5.51 | 8.71 | 0.25 |
Data as of 06/04/2026, Common starting date is 06/13/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHG (Westwood Holdings Group, Inc.) |
-43.80%
Oct 2017 – Oct 2020 |
-27.62%
Sep 2017 – Sep 2022 |
-11.65%
Oct 2013 – Oct 2023 |
-5.30%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHG (Westwood Holdings Group, Inc.) |
43.36%
Sep 2005 – Sep 2008 |
30.17%
Nov 2002 – Nov 2007 |
18.88%
Mar 2004 – Mar 2014 |
16.49%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart