Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WHGDX (WESTWOOD DIVIDEND GROWTH FUND INSTITUTIONAL CLASS SHARES) | NA | 19.85% | 7.84% | 10.94% | 4.01% | 3.89% | NA | … | … |
Data as of 01/24/2017, Common starting date is 12/14/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHGDX (WESTWOOD DIVIDEND GROWTH FUND INSTITUTIONAL CLASS SHARES) | 12/14/2001 | 01/24/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 19.85 | 7.84 | 10.94 | 4.01 | 3.89 | NA | … | … | 0.00 | 11.34 | -3.41 | 12.70 | 30.97 | 10.37 | -7.28 | 9.03 | 36.75 | -32.58 | -8.01 | 2.47 | 2.46 | 11.12 | 32.26 | -25.12 | 4.28 |
| Sharpe Ratio | NA | 1.58 | 0.59 | 0.86 | 0.17 | NA | NA | … | … | 0.00 | 0.88 | -0.22 | 1.10 | 2.87 | 0.84 | -0.33 | 0.65 | 1.37 | -0.84 | -0.63 | -0.08 | 0.03 | 1.00 | 2.06 | -1.09 | 16.27 |
| Standard Deviation(%) | NA | 11.46 | 13.21 | 12.63 | 20.51 | NA | NA | … | … | NA | 12.66 | 15.41 | 11.53 | 10.78 | 12.35 | 22.29 | 13.76 | 26.69 | 39.77 | 17.64 | 10.57 | 10.24 | 10.17 | 15.29 | 23.96 | 11.46 |
| Draw Down(%) | NA | 5.61 | 14.56 | 14.56 | 54.42 | NA | NA | … | … | 0.00 | 8.37 | 13.14 | 8.35 | 5.56 | 9.14 | 16.78 | 11.69 | 25.73 | 46.25 | 15.20 | 9.76 | 6.27 | 8.14 | 15.99 | 39.39 | 0.89 |
| Yield(%) | 0.00 | 4.83 | 8.63 | 10.37 | 4.64 | 3.71 | 2.85 | … | … | 0.00 | 4.55 | 8.69 | 12.57 | 14.52 | 10.05 | 0.00 | 0.73 | 0.59 | 0.15 | 0.40 | 0.16 | 0.00 | 0.00 | 0.00 | 0.00 | 0.25 |
Data as of 01/24/2017, Common starting date is 12/14/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHGDX (WESTWOOD DIVIDEND GROWTH FUND INSTITUTIONAL CLASS SHARES) |
-18.98%
Feb 2006 – Feb 2009 |
-9.42%
Feb 2004 – Feb 2009 |
0.72%
Jan 2002 – Jan 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHGDX (WESTWOOD DIVIDEND GROWTH FUND INSTITUTIONAL CLASS SHARES) |
20.04%
Feb 2009 – Feb 2012 |
18.53%
Feb 2009 – Feb 2014 |
5.81%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart