Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WHGLX (WESTWOOD LARGECAP VALUE FUND INSTITUTIONAL CLASS SHARES) | 5.12% | 11.48% | 10.46% | 3.02% | 7.26% | 8.52% | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/07/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHGLX (WESTWOOD LARGECAP VALUE FUND INSTITUTIONAL CLASS SHARES) | 07/07/2006 | 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 (%) | -1.12 | 11.48 | 10.46 | 3.02 | 7.26 | 8.52 | NA | … | … | 5.12 | 5.73 | 10.52 | 8.92 | -5.64 | 5.62 | -1.75 | 27.34 | -6.18 | 20.87 | 12.15 | -1.61 | 13.06 | 30.03 | 16.10 | -0.91 | 12.12 | 13.84 | -31.81 | 12.52 | 10.61 |
| Sharpe Ratio | NA | 0.89 | 0.62 | 0.02 | 0.33 | NA | NA | … | … | 0.88 | 0.20 | 0.68 | 0.47 | -0.35 | 0.27 | -0.06 | 2.51 | -0.52 | 3.13 | 0.96 | -0.11 | 1.14 | 2.73 | 1.20 | -0.04 | 0.63 | 0.55 | -0.83 | 0.56 | 2.12 |
| Standard Deviation(%) | NA | 9.91 | 11.70 | 15.75 | 17.25 | NA | NA | … | … | 11.18 | 14.03 | 10.16 | 11.33 | 20.01 | 20.95 | 35.08 | 10.33 | 14.72 | 6.48 | 12.39 | 14.87 | 11.43 | 10.99 | 13.44 | 24.87 | 19.11 | 24.92 | 39.35 | 16.73 | 9.27 |
| Draw Down(%) | NA | 6.96 | 14.99 | 27.00 | 36.32 | NA | NA | … | … | 6.96 | 14.00 | 6.86 | 10.30 | 16.62 | 17.56 | 36.32 | 4.55 | 17.34 | 3.45 | 8.64 | 12.23 | 7.74 | 5.45 | 11.89 | 22.43 | 17.90 | 26.67 | 42.88 | 9.73 | 3.28 |
| Yield(%) | 0.00 | 19.08 | 11.00 | 5.95 | 6.94 | 8.41 | 6.99 | … | … | 0.00 | 19.08 | 7.82 | 3.98 | 1.41 | 0.80 | 1.26 | 5.65 | 10.29 | 7.37 | 4.42 | 9.12 | 13.74 | 15.22 | 10.46 | 1.43 | 1.02 | 0.96 | 0.75 | 2.86 | 0.42 |
Data as of 06/05/2026, Common starting date is 07/07/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHGLX (WESTWOOD LARGECAP VALUE FUND INSTITUTIONAL CLASS SHARES) |
-10.14%
Jun 2007 – Jun 2010 |
-2.49%
May 2007 – May 2012 |
5.65%
May 2007 – May 2017 |
4.91%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHGLX (WESTWOOD LARGECAP VALUE FUND INSTITUTIONAL CLASS SHARES) |
21.98%
Sep 2011 – Sep 2014 |
18.82%
Feb 2009 – Feb 2014 |
13.77%
Feb 2009 – Feb 2019 |
10.78%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart