Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WHGLX (WESTWOOD LARGECAP VALUE FUND INSTITUTIONAL CLASS SHARES) | 3.19% | 0.05% | 6.75% | 5.36% | 5.74% | 8.82% | NA | 6.46% |
Data as of 07/11/2025, AR inception is 07/07/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHGLX (WESTWOOD LARGECAP VALUE FUND INSTITUTIONAL CLASS SHARES) | 07/07/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.22 | 0.05 | 6.75 | 5.36 | 5.74 | 8.82 | NA | 6.46 | 3.19 | 4.36 | 6.71 | -5.64 | 5.62 | -1.75 | 27.34 | -6.18 | 20.87 | 12.15 | -1.61 | 13.06 | 30.03 | 16.10 | -0.91 | 12.12 | 13.84 | -31.81 | 12.52 | 10.61 |
| Sharpe Ratio | NA | -0.19 | 0.24 | 0.19 | 0.25 | NA | NA | 0.28 | 0.18 | -0.19 | 0.22 | -0.35 | 0.27 | -0.06 | 2.51 | -0.51 | 3.14 | 0.96 | -0.11 | 1.14 | 2.73 | 1.20 | -0.04 | 0.63 | 0.55 | -0.83 | 0.57 | 2.13 |
| Standard Deviation(%) | NA | 16.13 | 14.46 | 16.72 | 17.78 | NA | NA | 19.40 | 17.50 | 11.87 | 11.48 | 20.01 | 20.95 | 35.08 | 10.33 | 14.72 | 6.48 | 12.39 | 14.87 | 11.43 | 10.99 | 13.44 | 24.87 | 19.11 | 24.92 | 39.35 | 16.73 | 9.27 |
| Draw Down(%) | NA | 19.73 | 19.73 | 27.00 | 36.32 | NA | NA | 51.02 | 14.00 | 12.05 | 10.30 | 16.62 | 17.56 | 36.32 | 4.55 | 17.34 | 3.45 | 8.64 | 12.23 | 7.74 | 5.45 | 11.89 | 22.43 | 17.90 | 26.67 | 42.88 | 9.73 | 3.28 |
| Yield(%) | 0.00 | 1.37 | 1.70 | 1.53 | 4.27 | 7.41 | 5.16 | 5.43 | 0.00 | 1.47 | 1.83 | 1.41 | 0.80 | 1.26 | 5.65 | 10.29 | 7.37 | 4.42 | 9.12 | 13.74 | 15.22 | 10.46 | 1.43 | 1.02 | 0.96 | 0.75 | 2.86 | 0.42 |
Data as of 07/11/2025, AR inception is 07/07/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHGLX (WESTWOOD LARGECAP VALUE FUND INSTITUTIONAL CLASS SHARES) |
-10.14%
Jun 2007 - Jun 2010 |
-2.49%
May 2007 - May 2012 |
5.38%
Apr 2015 - Apr 2025 |
4.91%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHGLX (WESTWOOD LARGECAP VALUE FUND INSTITUTIONAL CLASS SHARES) |
21.98%
Sep 2011 - Sep 2014 |
18.82%
Feb 2009 - Feb 2014 |
13.77%
Feb 2009 - Feb 2019 |
10.63%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart