Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WWIOX (Westwood Worldwide Income Opportunity Fu) | NA | 5.56% | 5.00% | NA | NA | NA | NA | … | … |
Data as of 04/14/2020, Common starting date is 05/04/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WWIOX (Westwood Worldwide Income Opportunity Fu) | 05/04/2015 | 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 | 5.56 | 5.00 | NA | NA | NA | NA | … | … | 0.00 | 12.73 | -6.08 | 11.81 | 2.23 | -5.49 |
| Sharpe Ratio | NA | 1.34 | 0.78 | NA | NA | NA | NA | … | … | 0.00 | 2.96 | -0.98 | 3.39 | 0.30 | -1.00 |
| Standard Deviation(%) | NA | 3.22 | 5.15 | NA | NA | NA | NA | … | … | NA | 3.85 | 7.55 | 3.32 | 6.77 | 8.15 |
| Draw Down(%) | NA | 1.26 | 11.00 | NA | NA | NA | NA | … | … | 0.00 | 1.26 | 11.21 | 1.22 | 6.95 | 9.34 |
| Yield(%) | 0.00 | 12.09 | 5.48 | 3.73 | 1.87 | 1.24 | 0.93 | … | … | 0.00 | 13.36 | 2.01 | 1.34 | 1.49 | 1.00 |
Data as of 04/14/2020, Common starting date is 05/04/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WWIOX (Westwood Worldwide Income Opportunity Fu) |
2.80%
Dec 2015 – Dec 2018 |
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 |
|---|---|---|---|---|
| WWIOX (Westwood Worldwide Income Opportunity Fu) |
6.54%
Oct 2016 – Oct 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart