Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMNUX (Westwood Market Neutral Income Fund Ultr) | 3.85% | 8.33% | 7.46% | 4.90% | 4.83% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/04/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMNUX (Westwood Market Neutral Income Fund Ultr) | 05/04/2015 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.29 | 8.33 | 7.46 | 4.90 | 4.83 | NA | NA | … | … | 3.85 | 7.71 | 6.13 | 6.96 | -1.11 | 3.07 | 9.58 | 8.46 | 0.51 | 0.72 | 5.35 | 0.18 |
| Sharpe Ratio | NA | 3.76 | 2.74 | 1.39 | 1.30 | NA | NA | … | … | 4.24 | 3.15 | 1.74 | 1.83 | -1.20 | 1.70 | 1.86 | 2.92 | -0.40 | 0.03 | 1.85 | 0.06 |
| Standard Deviation(%) | NA | 1.51 | 1.54 | 1.71 | 2.46 | NA | NA | … | … | 1.57 | 1.54 | 1.44 | 1.82 | 2.12 | 1.80 | 4.98 | 2.39 | 2.18 | 2.21 | 2.78 | 3.75 |
| Draw Down(%) | NA | 0.56 | 1.08 | 4.38 | 7.64 | NA | NA | … | … | 0.56 | 1.08 | 0.43 | 1.08 | 3.82 | 1.52 | 7.64 | 0.69 | 2.39 | 2.55 | 3.21 | 1.94 |
| Yield(%) | 0.00 | 2.64 | 3.29 | 5.14 | 4.16 | 2.99 | 2.24 | … | … | 0.78 | 2.56 | 3.38 | 3.87 | 14.46 | 2.60 | 2.62 | 5.32 | 2.01 | 0.63 | 2.51 | 3.49 |
Data as of 06/04/2026, Common starting date is 05/04/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMNUX (Westwood Market Neutral Income Fund Ultr) |
1.37%
Aug 2015 – Aug 2018 |
3.08%
Jun 2015 – Jun 2020 |
4.30%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMNUX (Westwood Market Neutral Income Fund Ultr) |
7.47%
May 2023 – May 2026 |
5.97%
Feb 2016 – Feb 2021 |
5.16%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart