Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSCIX (Westwood SmallCap Growth Fund Institutional Shares) | NA | 21.55% | 8.56% | NA | NA | NA | NA | … | … |
Data as of 12/23/2019, Common starting date is 05/04/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSCIX (Westwood SmallCap Growth Fund Institutional Shares) | 05/04/2015 | 12/23/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 21.55 | 8.56 | NA | NA | NA | NA | … | … | 3.85 | -2.45 | 10.81 | -1.45 | -3.20 |
| Sharpe Ratio | NA | 0.30 | 0.28 | NA | NA | NA | NA | … | … | 0.16 | -0.41 | 2.55 | -0.20 | -0.52 |
| Standard Deviation(%) | NA | 15.39 | 10.53 | NA | NA | NA | NA | … | … | 15.38 | 9.25 | 4.01 | 8.42 | 9.31 |
| Draw Down(%) | NA | 13.01 | 13.01 | NA | NA | NA | NA | … | … | 13.01 | 12.82 | 1.35 | 6.00 | 5.59 |
| Yield(%) | 0.00 | 15.10 | 6.85 | 3.96 | 1.98 | 1.32 | 0.99 | … | … | 14.56 | 1.52 | 4.08 | 0.00 | 0.00 |
Data as of 12/23/2019, 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 |
|---|---|---|---|---|
| WSCIX (Westwood SmallCap Growth Fund Institutional Shares) |
2.59%
Dec 2015 – Dec 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSCIX (Westwood SmallCap Growth Fund Institutional Shares) |
8.77%
Nov 2016 – Nov 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart