Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WQAUX (Westwood Quality AllCap Fund) | 3.02% | 23.24% | 15.01% | NA | NA | NA | NA | … | … |
Data as of 02/24/2026, Common starting date is 09/30/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WQAUX (Westwood Quality AllCap Fund) | 09/30/2021 | 02/24/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 23.24 | 15.01 | NA | NA | NA | NA | … | … | 3.02 | 25.09 | 10.40 | 9.55 | -3.77 | 7.55 |
| Sharpe Ratio | NA | 1.11 | 0.82 | NA | NA | NA | NA | … | … | 3.62 | 1.20 | 0.61 | 0.48 | -0.26 | 2.53 |
| Standard Deviation(%) | NA | 18.44 | 14.24 | NA | NA | NA | NA | … | … | 5.52 | 18.85 | 11.15 | 12.34 | 20.30 | 13.09 |
| Draw Down(%) | NA | 12.17 | 15.35 | NA | NA | NA | NA | … | … | 1.20 | 13.65 | 7.40 | 9.73 | 16.91 | 6.14 |
| Yield(%) | 0.00 | 0.00 | 3.21 | 2.42 | 1.21 | 0.81 | 0.60 | … | … | 0.00 | 0.00 | 5.74 | 3.69 | 1.54 | 0.54 |
Data as of 02/24/2026, Common starting date is 09/30/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WQAUX (Westwood Quality AllCap Fund) |
5.19%
Dec 2021 – Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WQAUX (Westwood Quality AllCap Fund) |
15.19%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart