Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMLPX (Westwood MLP and Strategic Energy Fund I) | NA | -5.50% | -3.68% | -6.94% | 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 |
|---|---|---|
| WMLPX (Westwood MLP and Strategic Energy Fund I) | 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 | -5.50 | -3.68 | -6.94 | NA | NA | NA | … | … | 0.00 | 12.21 | -21.79 | -2.33 | 22.57 | -31.80 |
| Sharpe Ratio | NA | -0.96 | -0.33 | -0.40 | NA | NA | NA | … | … | 0.00 | 0.95 | -1.17 | -0.22 | 0.91 | -1.29 |
| Standard Deviation(%) | NA | 7.48 | 14.53 | 19.11 | NA | NA | NA | … | … | NA | 11.48 | 19.73 | 13.25 | 24.36 | 24.86 |
| Draw Down(%) | NA | 8.07 | 27.46 | 50.20 | NA | NA | NA | … | … | 0.00 | 8.07 | 28.31 | 13.92 | 20.40 | 42.73 |
| Yield(%) | 0.00 | 15.71 | 6.68 | 3.89 | 2.11 | 1.40 | 1.05 | … | … | 0.00 | 18.88 | 4.62 | 3.02 | 3.28 | 1.82 |
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 |
|---|---|---|---|---|
| WMLPX (Westwood MLP and Strategic Energy Fund I) |
-11.02%
Mar 2015 – Mar 2018 |
-6.58%
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 |
|---|---|---|---|---|
| WMLPX (Westwood MLP and Strategic Energy Fund I) |
6.01%
Jan 2016 – Jan 2019 |
-6.45%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart