Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WWMCX (Ultimus Managers Trust – Westwood Quality Midcap Fund) | 4.69% | 12.76% | 11.17% | NA | NA | NA | NA | … | … |
Data as of 02/24/2026, Common starting date is 12/06/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WWMCX (Ultimus Managers Trust – Westwood Quality Midcap Fund) | 12/06/2021 | 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 | 12.76 | 11.17 | NA | NA | NA | NA | … | … | 4.69 | 7.81 | 10.24 | 13.86 | -7.85 | 3.71 |
| Sharpe Ratio | NA | 0.58 | 0.53 | NA | NA | NA | NA | … | … | 4.08 | 0.28 | 0.51 | 0.71 | -0.42 | 3.73 |
| Standard Deviation(%) | NA | 17.28 | 14.87 | NA | NA | NA | NA | … | … | 8.37 | 17.56 | 12.93 | 14.44 | 22.20 | 17.85 |
| Draw Down(%) | NA | 14.77 | 20.02 | NA | NA | NA | NA | … | … | 1.36 | 18.61 | 7.34 | 10.83 | 17.96 | 4.68 |
| Yield(%) | 0.00 | 25.99 | 12.80 | 7.73 | 3.86 | 2.58 | 1.93 | … | … | 17.41 | 8.61 | 6.09 | 2.63 | 1.27 | 0.00 |
Data as of 02/24/2026, Common starting date is 12/06/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WWMCX (Ultimus Managers Trust – Westwood Quality Midcap Fund) |
4.53%
Mar 2022 – Mar 2025 |
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 |
|---|---|---|---|---|
| WWMCX (Ultimus Managers Trust – Westwood Quality Midcap Fund) |
14.05%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart