Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WWSAx (GAMCO Westwood SmallCap Equity A) | 23.71% | 57.00% | 23.53% | 9.38% | 13.09% | 10.81% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/01/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WWSAx (GAMCO Westwood SmallCap Equity A) | 12/01/2006 | 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 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.58 | 57.00 | 23.53 | 9.38 | 13.09 | 10.81 | NA | … | … | 23.71 | 17.26 | 14.26 | 13.83 | -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 | 3.01 | 1.01 | 0.35 | 0.50 | NA | NA | … | … | 3.49 | 0.62 | 0.54 | 0.54 | -0.62 | 0.94 | 0.22 | 1.56 | -0.89 | 1.15 | 1.64 | -0.29 | -0.04 | 2.39 | 0.44 | -0.18 | 1.18 | 1.35 | -0.99 | -0.08 | -1.02 |
| Standard Deviation(%) | NA | 19.35 | 20.81 | 21.78 | 23.93 | NA | NA | … | … | 20.78 | 23.32 | 19.76 | 18.86 | 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 | 10.19 | 26.27 | 27.04 | 45.17 | NA | NA | … | … | 10.19 | 23.63 | 8.80 | 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 | 8.85 | 13.03 | 6.55 | 9.04 | 8.27 | 7.28 | … | … | 0.00 | 8.21 | 25.75 | 3.15 | 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 06/05/2026, Common starting date 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 |
5.16%
Mar 2010 – Mar 2020 |
6.26%
Sep 2007 – Sep 2022 |
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 |
14.35%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
