Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WWICX (Westwood Income Opportunity Fund C Class) | 4.84% | 15.26% | 10.25% | 3.42% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 09/04/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WWICX (Westwood Income Opportunity Fund C Class) | 09/04/2019 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.76 | 15.26 | 10.25 | 3.42 | NA | NA | NA | … | … | 4.84 | 10.98 | 8.08 | 8.94 | -13.73 | 7.51 | 9.76 | 2.99 |
| Sharpe Ratio | NA | 1.88 | 0.92 | 0.11 | NA | NA | NA | … | … | 1.10 | 0.97 | 0.68 | 0.77 | -1.32 | 1.02 | 0.53 | 2.13 |
| Standard Deviation(%) | NA | 7.07 | 7.62 | 8.31 | NA | NA | NA | … | … | 8.49 | 8.41 | 6.59 | 6.95 | 11.52 | 7.33 | 17.76 | 3.91 |
| Draw Down(%) | NA | 4.93 | 9.92 | 19.97 | NA | NA | NA | … | … | 4.93 | 9.92 | 3.95 | 7.43 | 19.77 | 3.00 | 24.22 | 1.26 |
| Yield(%) | 0.00 | 2.71 | 3.25 | 3.74 | 4.46 | 2.97 | 2.23 | … | … | 0.86 | 2.65 | 3.62 | 2.76 | 1.70 | 9.89 | 7.19 | 22.24 |
Data as of 06/09/2026, Common starting date is 09/04/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WWICX (Westwood Income Opportunity Fund C Class) |
-1.65%
Apr 2021 – Apr 2024 |
3.34%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WWICX (Westwood Income Opportunity Fund C Class) |
11.06%
May 2023 – May 2026 |
6.70%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart