Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WHGQX (Westwood Quality Value Fund Ultra Class) | 3.95% | 8.79% | 9.51% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/30/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHGQX (Westwood Quality Value Fund Ultra Class) | 11/30/2022 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.14 | 8.79 | 9.51 | NA | NA | NA | NA | … | … | 3.95 | 5.75 | 10.38 | 8.93 | -4.72 |
| Sharpe Ratio | NA | 0.90 | 0.61 | NA | NA | NA | NA | … | … | 0.89 | 0.21 | 0.66 | 0.47 | -3.06 |
| Standard Deviation(%) | NA | 9.91 | 11.69 | NA | NA | NA | NA | … | … | 11.17 | 14.02 | 10.17 | 11.27 | 15.41 |
| Draw Down(%) | NA | 7.00 | 14.91 | NA | NA | NA | NA | … | … | 7.00 | 13.97 | 6.81 | 10.30 | 6.02 |
| Yield(%) | 0.00 | 18.98 | 10.94 | 6.49 | 3.24 | 2.16 | 1.62 | … | … | 0.00 | 19.22 | 7.91 | 4.07 | 1.44 |
Data as of 06/10/2026, Common starting date is 11/30/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHGQX (Westwood Quality Value Fund Ultra Class) |
8.33%
Dec 2022 – Dec 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 |
|---|---|---|---|---|
| WHGQX (Westwood Quality Value Fund Ultra Class) |
11.45%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart