Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WHGCX (Westwood Quality SmallCap Fund C Class) | 9.28% | 15.05% | 9.05% | 2.75% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/04/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHGCX (Westwood Quality SmallCap Fund C Class) | 09/04/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.49 | 15.05 | 9.05 | 2.75 | NA | NA | NA | … | … | 9.28 | -0.97 | 3.80 | 16.08 | -13.15 | 26.82 | 1.36 | 10.31 |
| Sharpe Ratio | NA | 0.73 | 0.30 | 0.01 | NA | NA | NA | … | … | 1.16 | -0.18 | 0.01 | 0.67 | -0.62 | 1.32 | 0.03 | 2.99 |
| Standard Deviation(%) | NA | 17.42 | 19.90 | 20.51 | NA | NA | NA | … | … | 17.79 | 22.04 | 19.08 | 18.70 | 23.74 | 20.27 | 43.64 | 11.38 |
| Draw Down(%) | NA | 10.66 | 26.88 | 26.88 | NA | NA | NA | … | … | 9.89 | 22.57 | 10.22 | 13.55 | 24.90 | 10.99 | 43.07 | 5.67 |
| Yield(%) | 0.00 | 5.43 | 5.38 | 3.92 | 2.84 | 1.89 | 1.42 | … | … | 0.00 | 5.14 | 5.78 | 4.19 | 2.33 | 5.11 | 0.09 | 1.13 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| WHGCX (Westwood Quality SmallCap Fund C Class) |
0.19%
Apr 2021 – Apr 2024 |
2.79%
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 |
|---|---|---|---|---|
| WHGCX (Westwood Quality SmallCap Fund C Class) |
19.45%
Mar 2020 – Mar 2023 |
13.27%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart