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WSDAX: WESTWOOD SHORT DURATION HIGH YIELD FUND A CLASS SHARES (MUTUAL FUND)
Basic Info 10.45 0.06(0.57%) June 05
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: | (2%) |
| Start Date: | 07/02/2013 |
| Last Dividend Date: | 05/28/2026 |
| 12-Mo. Yield | 5.41% |
| Expenses | 1.05% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 3.9 | 12.4 | 10.3 | 4.4 | 5.9 | 4.8 | 9.3 | 9.5 | 11.2 | -11.3 | 7.0 | 14.6 | 9.4 | 0.3 | 2.9 | 7.2 | -1.4 | -1.3 | 4.0 |
| Sharpe Ratio | NA | 1.22 | 2.16 | 1.27 | 0.3 | 0.72 | 0.67 | 1.13 | 1.18 | 1.26 | -1.46 | 1.53 | 1.25 | 4.19 | -0.56 | 1.43 | 2.42 | -0.65 | -0.61 | 5.99 |
| Draw Down(%) | NA | 3.6 | 3.6 | 6.8 | 16.0 | 18.1 | 18.1 | 6.8 | 2.9 | 5.3 | 15.9 | 2.2 | 18.1 | 0.7 | 2.9 | 1.1 | 3.0 | 4.6 | 4.9 | 0.4 |
| Standard Deviation(%) | NA | 5.5 | 4.5 | 5.5 | 6.2 | 5.9 | 5.3 | 5.7 | 5.0 | 6.1 | 8.8 | 4.6 | 11.4 | 1.9 | 1.9 | 1.6 | 2.9 | 2.2 | 2.2 | 1.4 |
| Treynor Ratio | NA | 0.06 | 0.11 | 0.07 | 0.02 | 0.05 | 0.04 | 0.06 | 0.06 | 0.08 | -0.13 | 0.08 | 0.16 | 0.21 | -0.03 | 0.09 | 0.14 | -0.03 | -0.03 | 0.32 |
| Alpha | NA | 0.03 | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | 0.02 | 0.04 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | 0.02 |
| Beta | NA | 1.12 | 0.91 | 1.04 | 0.99 | 0.85 | 0.8 | 1.15 | 0.99 | 0.9 | 1.01 | 0.85 | 0.89 | 0.37 | 0.39 | 0.25 | 0.5 | 0.43 | 0.48 | 0.26 |
| RSquared | NA | 0.61 | 0.43 | 0.52 | 0.62 | 0.58 | 0.57 | 0.45 | 0.42 | 0.7 | 0.74 | 0.19 | 0.69 | 0.43 | 0.58 | 0.21 | 0.75 | 0.6 | 0.56 | 0.26 |
| Yield(%) | N/A | 1.9 | N/A | N/A | N/A | N/A | N/A | 6.2 | 5.7 | 5.3 | 3.8 | 3.3 | 3.7 | 4.2 | 4.2 | 4.3 | 4.3 | 4.1 | 3.9 | 2.3 |
| Dividend Growth(%) | N/A | -69.2 | N/A | N/A | N/A | N/A | N/A | 12.2 | 14.3 | 16.7 | 20.1 | -0.9 | -7.7 | -5.1 | -2.0 | 3.4 | -1.0 | 0.3 | 68.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/28/2013
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