Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WHGIX (WESTWOOD INCOME OPPORTUNITY FUND INSTITUTIONAL CLASS SHARES) | 2.95% | 6.14% | 7.81% | 2.74% | 3.88% | 5.69% | NA | 5.68% |
Data as of 07/11/2025, AR inception is 12/20/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHGIX (WESTWOOD INCOME OPPORTUNITY FUND INSTITUTIONAL CLASS SHARES) | 12/20/2005 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 6.14 | 7.81 | 2.74 | 3.88 | 5.69 | NA | 5.68 | 2.95 | 7.92 | 9.92 | -12.78 | -0.50 | 6.38 | 17.67 | -4.87 | 10.96 | 6.66 | -2.57 | 9.11 | 14.49 | 7.94 | 7.10 | 13.77 | 12.18 | -4.58 | 0.44 | 10.10 | -0.20 |
| Sharpe Ratio | NA | 0.33 | 0.54 | 0.06 | 0.26 | NA | NA | 0.51 | 0.26 | 0.20 | 0.83 | -1.23 | -0.05 | 0.33 | 3.14 | -0.85 | 2.94 | 0.94 | -0.30 | 1.53 | 2.37 | 1.38 | 0.65 | 2.14 | 1.71 | -0.47 | -0.44 | 1.85 | -1.97 |
| Standard Deviation(%) | NA | 8.85 | 8.31 | 9.56 | 9.68 | NA | NA | 8.64 | 10.36 | 6.63 | 6.90 | 11.52 | 11.45 | 18.31 | 5.18 | 7.31 | 3.54 | 6.87 | 8.67 | 5.95 | 6.10 | 5.75 | 10.95 | 6.38 | 7.08 | 11.57 | 5.83 | 3.71 | 4.95 |
| Draw Down(%) | NA | 9.81 | 10.79 | 25.90 | 25.90 | NA | NA | 25.90 | 9.81 | 4.24 | 7.16 | 19.12 | 10.44 | 24.14 | 1.85 | 10.50 | 1.68 | 5.96 | 8.69 | 4.10 | 4.45 | 4.54 | 9.27 | 4.30 | 9.56 | 16.12 | 6.63 | 3.58 | 0.70 |
| Yield(%) | 0.00 | 3.27 | 3.77 | 3.16 | 5.26 | 5.81 | 5.46 | 5.74 | 1.08 | 4.53 | 3.71 | 2.58 | 1.89 | 3.68 | 26.48 | 6.03 | 3.69 | 2.03 | 1.51 | 2.88 | 1.61 | 2.02 | 2.59 | 2.89 | 2.99 | 3.40 | 7.25 | 1.94 | 0.00 |
Data as of 07/11/2025, AR inception is 12/20/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHGIX (WESTWOOD INCOME OPPORTUNITY FUND INSTITUTIONAL CLASS SHARES) |
-3.98%
Sep 2019 - Sep 2022 |
-0.04%
Sep 2017 - Sep 2022 |
2.78%
Oct 2013 - Oct 2023 |
4.40%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHGIX (WESTWOOD INCOME OPPORTUNITY FUND INSTITUTIONAL CLASS SHARES) |
14.01%
Mar 2009 - Mar 2012 |
12.52%
Jun 2009 - Jun 2014 |
8.52%
Mar 2009 - Mar 2019 |
7.20%
Jun 2006 - Jun 2021 |
Annualized Rolling Returns Comparison Chart