Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WHGPX (WESTWOOD SMIDCAP PLUS FUND INSTITUTIONAL SHARES) | NA | -34.21% | -14.38% | -8.07% | NA | NA | NA | … | … |
Data as of 04/14/2020, Common starting date is 04/07/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHGPX (WESTWOOD SMIDCAP PLUS FUND INSTITUTIONAL SHARES) | 04/07/2011 | 04/14/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -34.21 | -14.38 | -8.07 | NA | NA | NA | … | … | 0.00 | -22.29 | -25.27 | 11.51 | 11.73 | -4.56 | 8.11 | 34.16 | 15.15 | -11.06 |
| Sharpe Ratio | NA | -0.73 | -0.49 | -0.34 | NA | NA | NA | … | … | 0.00 | -0.48 | -1.21 | 1.28 | 0.84 | -0.31 | 0.64 | 2.84 | 1.08 | -0.49 |
| Standard Deviation(%) | NA | 48.48 | 31.27 | 25.75 | NA | NA | NA | … | … | NA | 48.95 | 21.97 | 8.56 | 13.65 | 15.00 | 12.71 | 12.02 | 14.05 | 29.87 |
| Draw Down(%) | NA | 38.32 | 44.65 | 44.65 | NA | NA | NA | … | … | 0.00 | 38.32 | 32.98 | 4.55 | 11.91 | 14.21 | 12.03 | 5.12 | 12.33 | 25.46 |
| Yield(%) | 0.00 | 0.00 | 1.49 | 1.33 | 2.06 | 1.37 | 1.03 | … | … | 0.00 | 0.00 | 3.78 | 0.38 | 1.17 | 1.14 | 3.65 | 5.45 | 0.69 | 0.00 |
Data as of 04/14/2020, Common starting date is 04/07/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHGPX (WESTWOOD SMIDCAP PLUS FUND INSTITUTIONAL SHARES) |
-14.72%
Feb 2017 – Feb 2020 |
-8.02%
Feb 2015 – Feb 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHGPX (WESTWOOD SMIDCAP PLUS FUND INSTITUTIONAL SHARES) |
21.10%
Sep 2011 – Sep 2014 |
13.55%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart