Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WHGMX (WESTWOOD SMIDCAP FUND INSTITUTIONAL CLASS SHARES) | 13.04% | 22.76% | 15.33% | 4.60% | 7.98% | 7.92% | 8.66% | … | … |
Data as of 06/10/2026, Common starting date is 12/20/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHGMX (WESTWOOD SMIDCAP FUND INSTITUTIONAL CLASS SHARES) | 12/20/2005 | 06/10/2026 |
| 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 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.38 | 22.76 | 15.33 | 4.60 | 7.98 | 7.92 | 8.66 | … | … | 13.04 | 8.40 | 10.41 | 17.78 | -11.06 | 4.92 | 3.43 | 29.42 | -11.70 | 10.39 | 12.20 | -4.36 | 6.07 | 33.84 | 12.87 | -2.15 | 26.38 | 34.27 | -27.43 | 10.47 | 20.60 | 0.00 |
| Sharpe Ratio | NA | 1.40 | 0.73 | 0.09 | 0.30 | NA | NA | … | … | 1.68 | 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 | 1.40 | 1.25 | -0.71 | 0.48 | 1.36 | -0.30 |
| Standard Deviation(%) | NA | 15.58 | 17.87 | 20.28 | 21.11 | NA | NA | … | … | 17.14 | 20.41 | 16.69 | 17.07 | 23.85 | 22.85 | 40.55 | 13.42 | 15.77 | 9.36 | 15.32 | 15.89 | 14.39 | 12.75 | 15.13 | 28.40 | 18.80 | 27.45 | 39.83 | 15.45 | 12.72 | 10.35 |
| Draw Down(%) | NA | 9.68 | 23.77 | 32.67 | 42.26 | NA | NA | … | … | 9.68 | 22.01 | 8.97 | 11.11 | 21.41 | 21.45 | 42.26 | 7.14 | 23.52 | 5.10 | 14.84 | 15.76 | 12.77 | 6.05 | 13.93 | 27.48 | 14.26 | 24.95 | 47.15 | 12.13 | 11.20 | 1.19 |
| Yield(%) | 0.00 | 5.37 | 3.70 | 2.03 | 5.30 | 6.24 | 7.75 | … | … | 0.00 | 5.37 | 1.33 | 3.36 | 0.61 | 0.81 | 0.97 | 13.78 | 14.10 | 11.87 | 1.58 | 6.68 | 11.40 | 13.22 | 1.68 | 11.76 | 1.52 | 0.53 | 0.47 | 4.37 | 1.73 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/20/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHGMX (WESTWOOD SMIDCAP FUND INSTITUTIONAL CLASS SHARES) |
-8.46%
Feb 2006 – Feb 2009 |
-2.01%
Mar 2015 – Mar 2020 |
3.92%
Oct 2013 – Oct 2023 |
5.55%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHGMX (WESTWOOD SMIDCAP FUND INSTITUTIONAL CLASS SHARES) |
28.82%
Feb 2009 – Feb 2012 |
24.99%
Feb 2009 – Feb 2014 |
14.08%
Feb 2009 – Feb 2019 |
11.25%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart