Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WWSAx (GAMCO Westwood SmallCap Equity A) | -0.33% | -11.99% | 1.18% | 8.77% | 6.23% | 8.36% | NA | 6.15% |
Data as of 07/10/2025, AR inception is 12/01/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WWSAx (GAMCO Westwood SmallCap Equity A) | 12/01/2006 | 07/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.24 | -11.99 | 1.18 | 8.77 | 6.23 | 8.36 | NA | 6.15 | -0.33 | -8.03 | 10.08 | -13.53 | 22.51 | 10.74 | 28.15 | -13.91 | 15.54 | 30.51 | -4.78 | -0.62 | 35.25 | 8.09 | -6.07 | 30.74 | 51.82 | -42.95 | 1.60 | -0.58 |
| Sharpe Ratio | NA | -0.43 | -0.10 | 0.26 | 0.19 | NA | NA | 0.19 | -0.12 | -0.48 | 0.31 | -0.61 | 0.94 | 0.22 | 1.56 | -0.88 | 1.15 | 1.64 | -0.29 | -0.04 | 2.39 | 0.44 | -0.18 | 1.18 | 1.35 | -0.99 | -0.08 | -1.01 |
| Standard Deviation(%) | NA | 34.16 | 25.46 | 25.17 | 25.06 | NA | NA | 26.26 | 27.16 | 30.63 | 19.09 | 24.36 | 23.92 | 46.52 | 17.09 | 17.28 | 13.05 | 18.46 | 16.81 | 16.26 | 14.74 | 18.56 | 34.29 | 25.94 | 38.21 | 44.06 | 18.34 | 10.73 |
| Draw Down(%) | NA | 40.84 | 40.84 | 40.84 | 45.17 | NA | NA | 65.23 | 23.63 | 25.13 | 15.87 | 22.26 | 14.14 | 45.17 | 12.37 | 25.48 | 5.88 | 14.78 | 14.40 | 14.91 | 8.63 | 15.41 | 32.88 | 21.54 | 35.42 | 55.19 | 14.18 | 3.35 |
| Yield(%) | 0.00 | 0.78 | 0.75 | 0.69 | 5.19 | 6.75 | 4.45 | 4.94 | 0.00 | 0.82 | 0.87 | 0.37 | 0.10 | 0.00 | 5.71 | 11.66 | 10.01 | 11.78 | 15.79 | 7.68 | 0.00 | 0.00 | 2.32 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/10/2025, AR inception is 12/01/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WWSAx (GAMCO Westwood SmallCap Equity A) |
-8.08%
Jun 2007 - Jun 2010 |
-1.19%
May 2007 - May 2012 |
4.63%
Apr 2015 - Apr 2025 |
6.20%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WWSAx (GAMCO Westwood SmallCap Equity A) |
37.37%
Feb 2009 - Feb 2012 |
28.18%
Feb 2009 - Feb 2014 |
17.58%
Feb 2009 - Feb 2019 |
14.17%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart