Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WHYUX (Westwood Opportunistic High Yield Fund U) | NA | 2.17% | 3.51% | 4.03% | NA | NA | NA | … | … |
Data as of 04/14/2020, Common starting date is 01/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHYUX (Westwood Opportunistic High Yield Fund U) | 01/05/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.17 | 3.51 | 4.03 | NA | NA | NA | … | … | 0.00 | 10.14 | -6.43 | 7.12 | 14.80 | -4.86 |
| Sharpe Ratio | NA | 0.78 | 1.04 | 1.00 | NA | NA | NA | … | … | 0.00 | 3.92 | -2.36 | 2.90 | 2.95 | -1.43 |
| Standard Deviation(%) | NA | 1.32 | 2.26 | 3.26 | NA | NA | NA | … | … | NA | 2.25 | 3.29 | 2.25 | 4.92 | 3.45 |
| Draw Down(%) | NA | 1.16 | 5.68 | 11.38 | NA | NA | NA | … | … | 0.00 | 1.16 | 7.91 | 1.89 | 4.64 | 8.19 |
| Yield(%) | 0.00 | 1.94 | 4.75 | 4.99 | 2.62 | 1.74 | 1.31 | … | … | 0.00 | 3.54 | 5.48 | 7.16 | 6.60 | 4.69 |
Data as of 04/14/2020, Common starting date is 01/05/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHYUX (Westwood Opportunistic High Yield Fund U) |
3.44%
Feb 2017 – Feb 2020 |
4.11%
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 |
|---|---|---|---|---|
| WHYUX (Westwood Opportunistic High Yield Fund U) |
8.43%
Feb 2016 – Feb 2019 |
4.23%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart