Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTOCX (Westwood Total Return Fund C Class Shares) | NA | -134,387.29% | nan% | NA | NA | NA | NA | … | … |
Data as of 07/17/2024, Common starting date is 04/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTOCX (Westwood Total Return Fund C Class Shares) | 04/01/2020 | 07/17/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -141,179.81 | -134,387.29 | nan | NA | NA | NA | NA | … | … | -128,670.27 | 12.23 | -13.76 | 11.77 | 40.94 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 0.93 | -1.02 | 1.26 | 4.57 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 8.64 | 14.96 | 9.35 | 12.61 |
| Draw Down(%) | NA | 123,134.52 | 123,123.50 | NA | NA | NA | NA | … | … | 123,134.52 | 8.45 | 19.39 | 4.83 | 6.00 |
| Yield(%) | 0.00 | 2.64 | 3.93 | 4.38 | 2.19 | 1.46 | 1.10 | … | … | 91.88 | 2.53 | 1.32 | 7.86 | 4.90 |
Data as of 07/17/2024, 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 |
|---|---|---|---|---|
| WTOCX (Westwood Total Return Fund C Class Shares) |
-3.26%
Jun 2021 – Jun 2024 |
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 |
|---|---|---|---|---|
| WTOCX (Westwood Total Return Fund C Class Shares) |
6.61%
Jun 2020 – Jun 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart