Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WWGEX (WESTWOOD GLOBAL EQUITY FUND INSTITUTIONAL CLASS SHARES) | NA | -4.72% | 11.39% | 5.97% | NA | NA | NA | … | … |
Data as of 02/01/2019, Common starting date is 01/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WWGEX (WESTWOOD GLOBAL EQUITY FUND INSTITUTIONAL CLASS SHARES) | 01/03/2013 | 02/01/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.72 | 11.39 | 5.97 | NA | NA | NA | … | … | 0.00 | -53.14 | 18.44 | 6.06 | -2.85 | -3.94 | 14.86 |
| Sharpe Ratio | NA | -0.61 | 1.02 | 0.43 | NA | NA | NA | … | … | 0.00 | -0.11 | 2.90 | 0.39 | -0.20 | -0.37 | 1.32 |
| Standard Deviation(%) | NA | 9.93 | 10.42 | 11.65 | NA | NA | NA | … | … | NA | 12.15 | 6.17 | 14.87 | 14.20 | 10.83 | 11.35 |
| Draw Down(%) | NA | 7.82 | 9.28 | 19.42 | NA | NA | NA | … | … | 0.00 | 9.28 | 2.29 | 11.20 | 15.39 | 10.17 | 8.55 |
| Yield(%) | 0.00 | 50.60 | 25.03 | 14.67 | 7.84 | 5.23 | 3.92 | … | … | 0.00 | 52.77 | 1.29 | 2.83 | 1.23 | 1.16 | 0.00 |
Data as of 02/01/2019, Common starting date is 01/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WWGEX (WESTWOOD GLOBAL EQUITY FUND INSTITUTIONAL CLASS SHARES) |
1.04%
Feb 2013 – Feb 2016 |
4.45%
Dec 2013 – Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WWGEX (WESTWOOD GLOBAL EQUITY FUND INSTITUTIONAL CLASS SHARES) |
11.32%
Jan 2016 – Jan 2019 |
7.28%
Feb 2013 – Feb 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart