Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WWHYX (Westwood Opportunistic High Yield Fund I) | NA | 2.12% | 3.42% | 3.95% | NA | NA | NA | … | … |
Data as of 04/14/2020, Common starting date is 01/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WWHYX (Westwood Opportunistic High Yield Fund I) | 01/05/2015 | 04/14/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.12 | 3.42 | 3.95 | NA | NA | NA | … | … | 0.00 | 10.06 | -6.47 | 7.01 | 14.68 | -4.71 |
| Sharpe Ratio | NA | 0.76 | 1.01 | 0.98 | NA | NA | NA | … | … | 0.00 | 3.97 | -2.43 | 2.86 | 2.95 | -1.36 |
| Standard Deviation(%) | NA | 1.30 | 2.24 | 3.24 | NA | NA | NA | … | … | NA | 2.20 | 3.21 | 2.24 | 4.89 | 3.51 |
| Draw Down(%) | NA | 1.26 | 5.78 | 11.40 | NA | NA | NA | … | … | 0.00 | 1.26 | 7.90 | 1.89 | 4.63 | 8.20 |
| Yield(%) | 0.00 | 1.90 | 4.67 | 4.92 | 2.58 | 1.72 | 1.29 | … | … | 0.00 | 3.47 | 5.39 | 7.06 | 6.50 | 4.65 |
Data as of 04/14/2020, Common starting date is 01/05/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WWHYX (Westwood Opportunistic High Yield Fund I) |
3.36%
Feb 2017 – Feb 2020 |
4.02%
Feb 2015 – Feb 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WWHYX (Westwood Opportunistic High Yield Fund I) |
8.29%
Feb 2016 – Feb 2019 |
4.15%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart