It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
WHGMX: WESTWOOD SMIDCAP FUND INSTITUTIONAL CLASS SHARES (MUTUAL FUND)
Basic Info 18.36 0.31(1.66%) June 05
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (90%) |
| Start Date: | 12/20/2005 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 5.51% |
| Expenses | 0.68% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/01/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | 12.4 | 24.5 | 15.8 | 4.4 | 8.0 | 7.8 | 8.4 | 8.6 | 8.4 | 10.4 | 17.8 | -11.1 | 4.9 | 3.4 | 29.4 | -11.7 | 10.4 | 12.2 | -4.4 | 6.1 | 33.8 | 12.9 | -2.2 | 26.4 | 34.3 | -27.4 | 10.5 | 20.6 | 0.0 |
| Sharpe Ratio | NA | 1.91 | 1.52 | 0.74 | 0.11 | 0.31 | NA | NA | 0.35 | 0.27 | 0.41 | 0.83 | -0.53 | 0.21 | 0.08 | 2.08 | -0.83 | 1.04 | 0.78 | -0.28 | 0.42 | 2.65 | 0.85 | -0.08 | 1.4 | 1.25 | -0.71 | 0.48 | 1.36 | -0.3 |
| Draw Down(%) | NA | 9.7 | 9.7 | 23.8 | 32.7 | 42.3 | NA | NA | 48.0 | 22.0 | 9.0 | 11.1 | 21.4 | 21.4 | 42.3 | 7.1 | 23.5 | 5.1 | 14.8 | 15.8 | 12.8 | 6.0 | 13.9 | 27.5 | 14.3 | 24.9 | 47.2 | 12.1 | 11.2 | 1.2 |
| Standard Deviation(%) | NA | 17.1 | 15.5 | 18.0 | 20.3 | 21.1 | NA | NA | 21.4 | 20.4 | 16.7 | 17.1 | 23.9 | 22.8 | 40.5 | 13.4 | 15.8 | 9.4 | 15.3 | 15.9 | 14.4 | 12.7 | 15.1 | 28.4 | 18.8 | 27.4 | 39.8 | 15.5 | 12.7 | 10.3 |
| Treynor Ratio | NA | 0.3 | 0.21 | 0.12 | 0.02 | 0.06 | NA | NA | 0.08 | 0.05 | 0.06 | 0.14 | -0.14 | 0.05 | 0.03 | 0.29 | -0.14 | 0.09 | 0.13 | -0.05 | 0.06 | 0.34 | 0.13 | -0.02 | 0.31 | 0.41 | -0.32 | 0.08 | 0.18 | -0.03 |
| Alpha | NA | 0.03 | 0.02 | -0.01 | -0.01 | -0.01 | NA | NA | 0.0 | -0.01 | -0.02 | 0.01 | 0.03 | -0.06 | -0.05 | 0.0 | -0.01 | -0.03 | 0.01 | -0.01 | -0.03 | 0.0 | -0.01 | 0.0 | 0.02 | 0.0 | 0.06 | 0.02 | 0.03 | -0.02 |
| Beta | NA | 1.08 | 1.11 | 1.12 | 1.0 | 1.0 | NA | NA | 0.95 | 1.09 | 1.21 | 1.03 | 0.88 | 0.96 | 1.05 | 0.98 | 0.92 | 1.06 | 0.92 | 0.97 | 1.07 | 0.98 | 0.99 | 1.03 | 0.85 | 0.83 | 0.88 | 0.9 | 0.97 | 1.07 |
| RSquared | NA | 0.76 | 0.77 | 0.85 | 0.76 | 0.83 | NA | NA | 0.89 | 0.89 | 0.83 | 0.85 | 0.9 | 0.42 | 0.91 | 0.87 | 0.91 | 0.79 | 0.84 | 0.88 | 0.87 | 0.93 | 0.94 | 0.97 | 0.96 | 0.97 | 0.97 | 0.94 | 0.9 | 0.92 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.4 | 1.3 | 3.4 | 0.6 | 0.8 | 1.0 | 13.8 | 14.1 | 11.9 | 1.6 | 6.7 | 11.4 | 13.2 | 1.7 | 11.8 | 1.5 | 0.5 | 0.5 | 4.4 | 1.7 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 342.2 | -54.8 | 377.5 | -19.1 | -16.0 | -91.8 | -28.0 | 16.8 | 749.8 | -79.0 | -44.5 | -0.4 | 782.3 | -87.8 | 858.0 | 283.7 | -15.5 | -88.8 | 194.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/19/2005
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP BLEND Asset Class Trend Rankings |
Top Rated Funds in MID-CAP BLEND
Best Mutual Funds
- ARGFX (ARIEL FUND INVESTOR CLASS) (100%)
- VIMSX (VANGUARD MID-CAP INDEX FUND INVESTOR SHARES) (98%)
- VEXMX (VANGUARD EXTENDED MARKET INDEX FUND INVESTOR SHARES) (97%)
- LAVLX (LORD ABBETT MID CAP STOCK FUND INC CLASS A) (93%)
- LLSCX (LONGLEAF PARTNERS SMALL-CAP FUND LONGLEAF PARTNERS SMALL-CAP FUND) (93%)
- OSTFX (OSTERWEIS FUND INVESTOR CLASS) (92%)
- RSVAX (VICTORY RS VALUE FUND CLASS A) (92%)
- RVVHX (ROYCE SMALL-CAP VALUE FUND INVESTMENT CLASS) (91%)
- RYVFX (ROYCE SMALL-CAP VALUE FUND SERVICE CLASS) (91%)
- LVOYX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS I) (90%)
Best ETFs
- MDY (SPDR S&P Midcap 400 ETF Trust) (100%)
- CSD (Invesco S&P Spin-Off ETF) (97%)
- CZA (Invesco Zacks Mid-Cap ETF) (96%)
- EZM (WisdomTree U.S. MidCap Fund) (96%)
- FNX (First Trust Mid Cap Core AlphaDEX Fund) (95%)
- IJH (iShares Core S&P Mid-Cap ETF) (95%)
- IWR (iShares Russell Midcap ETF) (94%)
- VXF (Vanguard Extended Market ETF) (94%)
- IVOO (Vanguard S&P Mid-Cap 400 ETF) (27%)
- SCHM (Schwab U.S. Mid-Cap ETF) (26%)
Best Closed End Funds
- CET (Central Securities Corporation) (99%)
- CUBA (Herzfeld Caribbean Basin Closed Fund) (99%)
- FUND (Sprott Focus Trust) (98%)
Latest Articles Related to WHGMX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
