Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WWLAX (WESTWOOD LARGECAP VALUE FUND A CLASS SHARES) | 4.41% | 9.64% | 9.64% | 2.71% | 6.91% | 8.24% | NA | … | … |
Data as of 06/08/2026, Common starting date is 01/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WWLAX (WESTWOOD LARGECAP VALUE FUND A CLASS SHARES) | 01/03/2008 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.04 | 9.64 | 9.64 | 2.71 | 6.91 | 8.24 | NA | … | … | 4.41 | 5.55 | 10.37 | 8.70 | -5.83 | 5.32 | -1.92 | 27.01 | -6.44 | 20.56 | 11.54 | -1.73 | 12.80 | 29.66 | 15.72 | -1.09 | 11.85 | 12.61 | -31.80 |
| Sharpe Ratio | NA | 0.87 | 0.60 | 0.01 | 0.31 | NA | NA | … | … | 0.86 | 0.19 | 0.66 | 0.45 | -0.36 | 0.25 | -0.06 | 2.46 | -0.53 | 3.09 | 0.92 | -0.12 | 1.13 | 2.68 | 1.18 | -0.05 | 0.62 | 0.50 | -0.83 |
| Standard Deviation(%) | NA | 9.90 | 11.70 | 15.76 | 17.25 | NA | NA | … | … | 11.11 | 14.07 | 10.16 | 11.37 | 20.05 | 20.87 | 35.10 | 10.38 | 14.68 | 6.48 | 12.37 | 14.81 | 11.28 | 11.06 | 13.42 | 24.87 | 19.07 | 24.91 | 39.36 |
| Draw Down(%) | NA | 6.99 | 14.99 | 27.14 | 36.35 | NA | NA | … | … | 6.99 | 13.99 | 6.83 | 10.39 | 16.80 | 17.49 | 36.35 | 4.53 | 17.42 | 3.51 | 8.78 | 12.19 | 7.75 | 5.45 | 11.89 | 22.61 | 17.93 | 26.56 | 42.88 |
| Yield(%) | 0.00 | 18.67 | 10.66 | 5.75 | 6.63 | 8.13 | 5.39 | … | … | 0.00 | 18.82 | 7.61 | 3.79 | 1.18 | 0.53 | 0.92 | 5.32 | 10.10 | 7.04 | 3.87 | 8.85 | 12.96 | 14.95 | 10.21 | 1.15 | 0.64 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 01/03/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WWLAX (WESTWOOD LARGECAP VALUE FUND A CLASS SHARES) |
-4.18%
Sep 2008 – Sep 2011 |
1.73%
Sep 2018 – Sep 2023 |
5.93%
Apr 2015 – Apr 2025 |
5.20%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WWLAX (WESTWOOD LARGECAP VALUE FUND A CLASS SHARES) |
21.69%
Sep 2011 – Sep 2014 |
18.31%
Feb 2009 – Feb 2014 |
13.37%
Feb 2009 – Feb 2019 |
10.43%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart