Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WWSMX (Westwood Quality SMidCap Fund Ultra Shares) | 12.52% | 24.78% | 16.59% | 7.87% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WWSMX (Westwood Quality SMidCap Fund Ultra Shares) | 08/03/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.65 | 24.78 | 16.59 | 7.87 | NA | NA | NA | … | … | 12.52 | 8.52 | 10.64 | 17.98 | -10.11 | 21.63 | 23.46 |
| Sharpe Ratio | NA | 1.54 | 0.76 | 0.30 | NA | NA | NA | … | … | 1.94 | 0.28 | 0.42 | 0.85 | -0.49 | 1.20 | 3.33 |
| Standard Deviation(%) | NA | 15.42 | 17.98 | 19.24 | NA | NA | NA | … | … | 17.02 | 20.43 | 16.68 | 17.07 | 23.82 | 17.95 | 19.78 |
| Draw Down(%) | NA | 9.70 | 23.73 | 23.73 | NA | NA | NA | … | … | 9.70 | 21.99 | 8.96 | 11.11 | 21.24 | 9.51 | 9.18 |
| Yield(%) | 0.00 | 5.67 | 4.10 | 5.07 | 3.98 | 2.66 | 1.99 | … | … | 0.00 | 5.56 | 1.69 | 3.55 | 1.50 | 17.56 | 3.58 |
Data as of 06/05/2026, Common starting date is 08/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WWSMX (Westwood Quality SMidCap Fund Ultra Shares) |
4.33%
Apr 2021 – Apr 2024 |
8.03%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WWSMX (Westwood Quality SMidCap Fund Ultra Shares) |
17.81%
May 2023 – May 2026 |
13.65%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart