Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WWLCX (Westwood Quality Value Fund C Class Shares) | NA | 12.85% | 5.35% | 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 |
|---|---|---|
| WWLCX (Westwood Quality Value 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 (%) | 0.07 | 12.85 | 5.35 | NA | NA | NA | NA | … | … | 4.38 | 9.45 | 7.93 | -6.62 | 4.31 | 39.51 |
| Sharpe Ratio | NA | 0.92 | 0.16 | NA | NA | NA | NA | … | … | 4.59 | 0.57 | 0.38 | -0.40 | 0.20 | 2.55 |
| Standard Deviation(%) | NA | 10.37 | 14.43 | NA | NA | NA | NA | … | … | 10.04 | 10.17 | 11.34 | 20.05 | 21.09 | 21.73 |
| Draw Down(%) | NA | 7.17 | 16.52 | NA | NA | NA | NA | … | … | 1.58 | 6.84 | 10.51 | 17.26 | 17.77 | 10.79 |
| Yield(%) | 0.00 | 6.98 | 3.56 | 4.60 | 2.30 | 1.53 | 1.15 | … | … | 0.00 | 7.02 | 3.08 | 0.82 | 0.73 | 7.71 |
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 |
|---|---|---|---|---|
| WWLCX (Westwood Quality Value Fund C Class Shares) |
-1.01%
Oct 2021 – Oct 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 |
|---|---|---|---|---|
| WWLCX (Westwood Quality Value Fund C Class Shares) |
5.99%
Jun 2020 – Jun 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart