Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WHGSX (WESTWOOD SMALLCAP VALUE FUND INSTITUTIONAL CLASS SHARES) | 1.58% | 3.49% | 6.16% | 9.46% | 6.08% | 10.21% | NA | 6.74% |
Data as of 07/02/2025, AR inception is 04/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHGSX (WESTWOOD SMALLCAP VALUE FUND INSTITUTIONAL CLASS SHARES) | 04/04/2007 | 07/02/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.06 | 3.49 | 6.16 | 9.46 | 6.08 | 10.21 | NA | 6.74 | 1.58 | -0.31 | 13.92 | -14.61 | 23.26 | 2.16 | 27.13 | -14.16 | 12.36 | 28.69 | -6.87 | 7.12 | 49.38 | 18.14 | -1.40 | 23.23 | 20.40 | -32.39 | -5.15 |
| Sharpe Ratio | NA | -0.11 | 0.06 | 0.34 | 0.18 | NA | NA | 0.23 | -0.26 | -0.35 | 0.51 | -0.67 | 1.13 | 0.04 | 1.74 | -0.93 | 0.93 | 1.62 | -0.41 | 0.45 | 3.49 | 1.17 | -0.04 | 1.06 | 0.67 | -0.78 | -0.50 |
| Standard Deviation(%) | NA | 24.38 | 21.31 | 21.71 | 22.68 | NA | NA | 23.98 | 26.11 | 19.98 | 18.98 | 23.82 | 20.59 | 43.73 | 14.81 | 16.77 | 12.62 | 17.58 | 16.69 | 15.89 | 14.12 | 15.64 | 32.13 | 21.82 | 30.46 | 42.84 | 19.28 |
| Draw Down(%) | NA | 30.21 | 30.21 | 30.21 | 42.94 | NA | NA | 56.93 | 22.47 | 14.48 | 13.44 | 24.41 | 12.23 | 42.94 | 9.01 | 27.03 | 6.92 | 15.33 | 15.18 | 10.07 | 5.00 | 11.47 | 28.04 | 18.18 | 28.96 | 47.56 | 14.33 |
| Yield(%) | 0.00 | 0.88 | 1.21 | 1.40 | 2.62 | 5.84 | 3.29 | 3.66 | 0.00 | 0.87 | 1.55 | 0.86 | 1.14 | 0.66 | 1.30 | 5.72 | 7.56 | 2.24 | 0.38 | 6.42 | 10.69 | 5.18 | 4.58 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/02/2025, AR inception is 04/04/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHGSX (WESTWOOD SMALLCAP VALUE FUND INSTITUTIONAL CLASS SHARES) |
-10.11%
Jun 2007 - Jun 2010 |
-1.60%
May 2007 - May 2012 |
4.55%
Apr 2015 - Apr 2025 |
6.34%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHGSX (WESTWOOD SMALLCAP VALUE FUND INSTITUTIONAL CLASS SHARES) |
26.95%
Sep 2011 - Sep 2014 |
26.20%
Feb 2009 - Feb 2014 |
16.69%
Feb 2009 - Feb 2019 |
12.94%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart