Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WWIAX (WESTWOOD INCOME OPPORTUNITY FUND A CLASS SHARES) | 5.01% | 16.49% | 11.01% | 2.37% | 4.91% | 5.60% | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WWIAX (WESTWOOD INCOME OPPORTUNITY FUND A CLASS SHARES) | 01/04/2008 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.17 | 16.49 | 11.01 | 2.37 | 4.91 | 5.60 | NA | … | … | 5.01 | 11.72 | 8.94 | 9.72 | -13.03 | -0.75 | 6.11 | 17.40 | -5.12 | 10.68 | 6.40 | -3.36 | 9.44 | 14.23 | 7.61 | 6.97 | 11.66 | 9.01 | -8.27 |
| Sharpe Ratio | NA | 2.33 | 1.16 | 0.01 | 0.36 | NA | NA | … | … | 1.67 | 1.06 | 0.82 | 0.89 | -1.25 | -0.07 | 0.32 | 3.06 | -0.90 | 2.81 | 0.90 | -0.39 | 1.58 | 2.30 | 1.31 | 0.63 | 1.74 | 1.23 | -0.79 |
| Standard Deviation(%) | NA | 6.78 | 7.48 | 9.16 | 9.50 | NA | NA | … | … | 8.06 | 8.41 | 6.45 | 6.91 | 11.64 | 11.45 | 18.43 | 5.21 | 7.28 | 3.58 | 6.86 | 8.67 | 5.97 | 6.16 | 5.83 | 11.07 | 6.64 | 7.24 | 11.81 |
| Draw Down(%) | NA | 4.86 | 9.78 | 26.13 | 26.13 | NA | NA | … | … | 4.86 | 9.78 | 3.85 | 7.30 | 19.38 | 10.46 | 24.18 | 1.85 | 10.69 | 1.68 | 5.96 | 8.77 | 4.11 | 4.53 | 4.54 | 9.33 | 4.30 | 9.66 | 18.14 |
| Yield(%) | 0.00 | 3.30 | 3.97 | 2.66 | 5.22 | 5.16 | 4.48 | … | … | 0.88 | 3.38 | 4.38 | 3.52 | 2.34 | 1.63 | 3.43 | 26.23 | 5.78 | 3.42 | 1.76 | 1.25 | 2.62 | 1.35 | 1.78 | 2.38 | 1.18 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 01/04/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WWIAX (WESTWOOD INCOME OPPORTUNITY FUND A CLASS SHARES) |
-4.23%
Sep 2019 – Sep 2022 |
-0.30%
Sep 2017 – Sep 2022 |
2.52%
Oct 2013 – Oct 2023 |
4.20%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WWIAX (WESTWOOD INCOME OPPORTUNITY FUND A CLASS SHARES) |
12.49%
Sep 2011 – Sep 2014 |
11.50%
Jun 2009 – Jun 2014 |
7.81%
Mar 2009 – Mar 2019 |
6.01%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart