Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WHGHX (WESTWOOD SHORT DURATION HIGH YIELD FUND INSTITUTIONAL SHARES) | 3.54% | 12.27% | 10.43% | 4.55% | 6.01% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/29/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHGHX (WESTWOOD SHORT DURATION HIGH YIELD FUND INSTITUTIONAL SHARES) | 12/29/2011 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | 12.27 | 10.43 | 4.55 | 6.01 | NA | NA | … | … | 3.54 | 9.59 | 9.73 | 11.54 | -11.09 | 7.23 | 14.91 | 9.44 | 0.37 | 3.17 | 7.21 | -1.26 | -1.09 | 5.18 | 5.70 | 0.00 |
| Sharpe Ratio | NA | 2.34 | 1.40 | 0.36 | 0.75 | NA | NA | … | … | 1.26 | 1.18 | 1.21 | 1.32 | -1.42 | 1.55 | 1.28 | 4.28 | -0.54 | 1.69 | 2.40 | -0.58 | -0.48 | 2.70 | 3.68 | NA |
| Standard Deviation(%) | NA | 4.46 | 5.52 | 6.21 | 5.93 | NA | NA | … | … | 5.49 | 5.70 | 5.04 | 6.04 | 8.84 | 4.65 | 11.44 | 1.86 | 1.90 | 1.49 | 2.92 | 2.21 | 2.32 | 1.90 | 1.55 | 0.00 |
| Draw Down(%) | NA | 3.65 | 6.76 | 15.87 | 18.11 | NA | NA | … | … | 3.65 | 6.76 | 2.85 | 5.22 | 15.70 | 2.21 | 18.11 | 0.68 | 2.90 | 1.06 | 2.96 | 4.48 | 4.84 | 2.90 | 1.49 | 0.00 |
| Yield(%) | 0.00 | 5.64 | 6.06 | 4.71 | 4.92 | 4.31 | 3.23 | … | … | 1.63 | 6.43 | 6.04 | 5.52 | 4.08 | 3.59 | 3.91 | 4.58 | 4.59 | 4.56 | 4.19 | 4.34 | 4.12 | 4.85 | 4.48 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/29/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHGHX (WESTWOOD SHORT DURATION HIGH YIELD FUND INSTITUTIONAL SHARES) |
-0.12%
Mar 2017 – Mar 2020 |
1.11%
Mar 2015 – Mar 2020 |
2.81%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHGHX (WESTWOOD SHORT DURATION HIGH YIELD FUND INSTITUTIONAL SHARES) |
11.55%
Sep 2022 – Sep 2025 |
8.68%
Mar 2020 – Mar 2025 |
6.27%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart