Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WHGBX (Westwood Balanced Institutional) | NA | 6.86% | 5.72% | 1.06% | NA | NA | NA | … | … |
Data as of 12/27/2012, Common starting date is 09/12/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHGBX (Westwood Balanced Institutional) | 09/12/2006 | 12/27/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.86 | 5.72 | 1.06 | NA | NA | NA | … | … | 6.98 | 1.63 | 9.36 | 10.10 | -19.42 | 9.52 | 4.89 |
| Sharpe Ratio | NA | 0.88 | 0.51 | 0.05 | NA | NA | NA | … | … | 0.92 | 0.11 | 0.88 | 0.64 | -0.86 | 0.66 | 2.83 |
| Standard Deviation(%) | NA | 7.70 | 11.16 | 15.36 | NA | NA | NA | … | … | 7.68 | 14.26 | 10.54 | 15.55 | 23.50 | 9.82 | 4.85 |
| Draw Down(%) | NA | 7.18 | 12.95 | 33.77 | NA | NA | NA | … | … | 7.18 | 12.95 | 9.83 | 18.12 | 28.63 | 5.55 | 1.44 |
| Yield(%) | 0.00 | 9.36 | 4.51 | 3.04 | 1.98 | 1.32 | 0.99 | … | … | 8.83 | 1.80 | 1.68 | 1.85 | 1.99 | 3.24 | 0.00 |
Data as of 12/27/2012, Common starting date is 09/12/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHGBX (Westwood Balanced Institutional) |
-3.94%
Jun 2007 – Jun 2010 |
0.57%
May 2007 – May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHGBX (Westwood Balanced Institutional) |
14.14%
Feb 2009 – Feb 2012 |
2.74%
Mar 2007 – Mar 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart