Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WHGIX (WESTWOOD INCOME OPPORTUNITY FUND INSTITUTIONAL CLASS SHARES) | 6.79% | 18.29% | 11.69% | 2.84% | 5.29% | 5.95% | 6.07% | … | … |
Data as of 06/04/2026, Common starting date is 12/20/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHGIX (WESTWOOD INCOME OPPORTUNITY FUND INSTITUTIONAL CLASS SHARES) | 12/20/2005 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.26 | 18.29 | 11.69 | 2.84 | 5.29 | 5.95 | 6.07 | … | … | 6.79 | 11.70 | 9.09 | 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 | 2.31 | 1.17 | 0.03 | 0.39 | NA | NA | … | … | 1.67 | 1.05 | 0.84 | 0.92 | -1.24 | -0.05 | 0.33 | 3.12 | -0.86 | 2.93 | 0.94 | -0.30 | 1.53 | 2.37 | 1.38 | 0.65 | 2.14 | 1.71 | -0.48 | -0.47 | 1.81 | -2.05 |
| Standard Deviation(%) | NA | 6.79 | 7.52 | 9.14 | 9.47 | NA | NA | … | … | 8.17 | 8.41 | 6.51 | 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 | 4.90 | 9.81 | 25.90 | 25.90 | NA | NA | … | … | 4.90 | 9.81 | 3.92 | 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 | 3.31 | 4.09 | 2.80 | 5.41 | 5.41 | 5.55 | … | … | 0.94 | 3.37 | 4.54 | 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 06/04/2026, Common starting date 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