Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMNAX (Westwood Alternative Income Fund A Class Shares) | 3.22% | 7.60% | 7.03% | 4.56% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMNAX (Westwood Alternative Income Fund A Class Shares) | 04/01/2020 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | 7.60 | 7.03 | 4.56 | NA | NA | NA | … | … | 3.22 | 7.58 | 5.82 | 6.70 | -1.37 | 2.87 | 10.88 |
| Sharpe Ratio | NA | 3.70 | 2.58 | 1.24 | NA | NA | NA | … | … | 3.97 | 3.07 | 1.56 | 1.65 | -1.34 | 1.58 | 4.23 |
| Standard Deviation(%) | NA | 1.45 | 1.53 | 1.71 | NA | NA | NA | … | … | 1.53 | 1.54 | 1.41 | 1.86 | 2.09 | 1.80 | 3.46 |
| Draw Down(%) | NA | 0.60 | 1.03 | 4.46 | NA | NA | NA | … | … | 0.60 | 1.03 | 0.53 | 1.08 | 3.90 | 1.58 | 1.85 |
| Yield(%) | 0.00 | 2.39 | 3.05 | 4.92 | 2.82 | 1.88 | 1.41 | … | … | 0.70 | 2.32 | 3.17 | 3.62 | 14.21 | 2.31 | 0.38 |
Data as of 06/05/2026, Common starting date is 04/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMNAX (Westwood Alternative Income Fund A Class Shares) |
1.88%
Feb 2021 – Feb 2024 |
4.07%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMNAX (Westwood Alternative Income Fund A Class Shares) |
7.22%
May 2023 – May 2026 |
5.14%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart