Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WHGAX (Westwood Quality SmallCap Fund A Class) | 8.14% | 13.74% | 9.38% | 3.29% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/04/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHGAX (Westwood Quality SmallCap Fund A Class) | 09/04/2019 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.77 | 13.74 | 9.38 | 3.29 | NA | NA | NA | … | … | 8.14 | -0.24 | 4.60 | 16.98 | -12.53 | 27.84 | 2.08 | 10.48 |
| Sharpe Ratio | NA | 0.78 | 0.34 | 0.05 | NA | NA | NA | … | … | 1.21 | -0.14 | 0.05 | 0.72 | -0.59 | 1.37 | 0.04 | 3.03 |
| Standard Deviation(%) | NA | 17.48 | 19.96 | 20.56 | NA | NA | NA | … | … | 17.88 | 22.15 | 19.14 | 18.71 | 23.76 | 20.31 | 43.52 | 11.46 |
| Draw Down(%) | NA | 10.51 | 26.71 | 26.71 | NA | NA | NA | … | … | 9.86 | 22.49 | 10.18 | 13.44 | 24.49 | 10.93 | 42.96 | 5.67 |
| Yield(%) | 0.00 | 5.96 | 5.82 | 4.39 | 3.25 | 2.17 | 1.63 | … | … | 0.00 | 5.70 | 6.21 | 4.37 | 3.12 | 5.67 | 0.64 | 1.24 |
Data as of 06/03/2026, Common starting date is 09/04/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHGAX (Westwood Quality SmallCap Fund A Class) |
0.94%
Apr 2021 – Apr 2024 |
3.57%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHGAX (Westwood Quality SmallCap Fund A Class) |
20.34%
Mar 2020 – Mar 2023 |
14.12%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart