Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WWHCX (Westwood High Income Fund C Class Shares) | NA | 10.40% | 3.34% | NA | NA | NA | NA | … | … |
Data as of 02/10/2025, Common starting date is 04/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WWHCX (Westwood High Income Fund C Class Shares) | 04/01/2020 | 02/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 10.40 | 3.34 | NA | NA | NA | NA | … | … | 1.55 | 8.21 | 10.49 | -11.98 | 6.96 | 30.92 |
| Sharpe Ratio | NA | 0.83 | -0.12 | NA | NA | NA | NA | … | … | 2.47 | 0.33 | 1.04 | -1.52 | 1.48 | 5.55 |
| Standard Deviation(%) | NA | 4.92 | 6.80 | NA | NA | NA | NA | … | … | 5.05 | 4.95 | 6.05 | 8.84 | 4.69 | 7.72 |
| Draw Down(%) | NA | 2.97 | 14.06 | NA | NA | NA | NA | … | … | 1.00 | 2.92 | 5.46 | 16.41 | 2.31 | 3.36 |
| Yield(%) | 0.00 | 4.86 | 3.95 | 4.46 | 2.23 | 1.49 | 1.12 | … | … | 0.35 | 4.90 | 4.48 | 3.15 | 2.75 | 3.37 |
Data as of 02/10/2025, 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 |
|---|---|---|---|---|
| WWHCX (Westwood High Income Fund C Class Shares) |
-0.22%
Apr 2021 – Apr 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 |
|---|---|---|---|---|
| WWHCX (Westwood High Income Fund C Class Shares) |
4.00%
May 2020 – May 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart