Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WHGMX (WESTWOOD SMIDCAP FUND INSTITUTIONAL CLASS SHARES) | -5.24% | -1.61% | 7.42% | 8.65% | 4.04% | 7.47% | NA | 7.65% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHGMX (WESTWOOD SMIDCAP FUND INSTITUTIONAL CLASS SHARES) | 12/20/2005 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 12/20/2005.
AR inception is since 12/20/2005.
| 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 (%) | 0.27 | -1.61 | 7.42 | 8.65 | 4.04 | 7.47 | NA | 7.65 | -5.24 | 10.41 | 15.43 | -11.06 | 4.92 | 3.43 | 29.42 | -11.70 | 10.39 | 12.20 | -4.36 | 6.07 | 33.84 | 12.87 | -2.15 | 26.38 | 34.27 | -27.43 | 10.47 | 20.60 | 0.00 |
| Sharpe Ratio | NA | -0.37 | 0.15 | 0.26 | 0.11 | NA | NA | 0.29 | -0.61 | 0.23 | 0.66 | -0.52 | 0.21 | 0.08 | 2.09 | -0.83 | 1.05 | 0.78 | -0.28 | 0.42 | 2.65 | 0.85 | -0.08 | 1.40 | 1.25 | -0.71 | 0.49 | 1.37 | -0.26 |
| Standard Deviation(%) | NA | 21.70 | 20.14 | 21.78 | 21.24 | NA | NA | 21.65 | 27.82 | 16.69 | 17.18 | 23.85 | 22.85 | 40.55 | 13.42 | 15.77 | 9.36 | 15.32 | 15.89 | 14.39 | 12.75 | 15.13 | 28.40 | 18.80 | 27.45 | 39.83 | 15.45 | 12.72 | 10.35 |
| Draw Down(%) | NA | 23.77 | 23.77 | 32.67 | 42.26 | NA | NA | 48.00 | 22.01 | 8.97 | 11.11 | 21.41 | 21.45 | 42.26 | 7.14 | 23.52 | 5.10 | 14.84 | 15.76 | 12.77 | 6.05 | 13.93 | 27.48 | 14.26 | 24.95 | 47.15 | 12.13 | 11.20 | 1.19 |
| Yield(%) | 0.00 | 1.24 | 1.13 | 1.28 | 4.47 | 7.14 | 7.32 | 7.70 | 0.00 | 1.33 | 1.12 | 0.61 | 0.81 | 0.97 | 13.78 | 14.10 | 11.87 | 1.58 | 6.68 | 11.40 | 13.22 | 1.68 | 11.76 | 1.52 | 0.53 | 0.47 | 4.37 | 1.73 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHGMX (WESTWOOD SMIDCAP FUND INSTITUTIONAL CLASS SHARES) |
-8.46%
Feb 2006 - Feb 2009 |
-2.01%
Mar 2015 - Mar 2020 |
3.92%
Oct 2013 - Oct 2023 |
5.55%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHGMX (WESTWOOD SMIDCAP FUND INSTITUTIONAL CLASS SHARES) |
28.82%
Feb 2009 - Feb 2012 |
24.99%
Feb 2009 - Feb 2014 |
14.08%
Feb 2009 - Feb 2019 |
11.10%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart