Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WWSYX (Westwood Quality SmallCap Fund Ultra Shares) | 9.79% | 16.23% | 10.18% | 3.79% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WWSYX (Westwood Quality SmallCap Fund Ultra Shares) | 04/01/2020 | 06/04/2026 |
| 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 (%) | -0.47 | 16.23 | 10.18 | 3.79 | NA | NA | NA | … | … | 9.79 | -2.62 | 4.87 | 17.24 | -12.29 | 28.14 | 61.37 |
| Sharpe Ratio | NA | 0.80 | 0.36 | 0.06 | NA | NA | NA | … | … | 1.23 | -0.24 | 0.07 | 0.73 | -0.58 | 1.38 | 2.63 |
| Standard Deviation(%) | NA | 17.47 | 19.93 | 20.55 | NA | NA | NA | … | … | 17.86 | 22.93 | 19.12 | 18.76 | 23.78 | 20.34 | 33.72 |
| Draw Down(%) | NA | 10.46 | 26.59 | 26.59 | NA | NA | NA | … | … | 9.87 | 22.41 | 10.13 | 13.38 | 24.35 | 10.90 | 14.15 |
| Yield(%) | 0.00 | 6.25 | 6.10 | 4.58 | 4.75 | 3.16 | 2.37 | … | … | 0.00 | 5.94 | 6.43 | 4.72 | 3.20 | 5.94 | 1.24 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| WWSYX (Westwood Quality SmallCap Fund Ultra Shares) |
1.20%
Apr 2021 – Apr 2024 |
3.83%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WWSYX (Westwood Quality SmallCap Fund Ultra Shares) |
15.74%
Jul 2020 – Jul 2023 |
12.34%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart