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Performance Comparison
Comparison Box

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