Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WLVIX (Westwood Low Volatility Equity Fund Inst) | NA | -2.36% | 5.22% | -0.47% | NA | NA | NA | … | … |
Data as of 03/01/2013, Common starting date is 09/04/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WLVIX (Westwood Low Volatility Equity Fund Inst) | 09/04/2003 | 03/01/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -12.07 | -2.36 | 5.22 | -0.47 | NA | NA | NA | … | … | -5.77 | 17.21 | -7.97 | 17.13 | 24.94 | -41.18 | 8.01 | 17.50 | 10.37 | 15.27 | 9.78 |
| Sharpe Ratio | NA | -0.12 | 0.21 | -0.02 | NA | NA | NA | … | … | -0.96 | 1.14 | -0.28 | 0.74 | 0.77 | -0.94 | 0.29 | 1.23 | 0.71 | 1.20 | 2.97 |
| Standard Deviation(%) | NA | 20.32 | 24.21 | 31.51 | NA | NA | NA | … | … | 32.02 | 15.22 | 28.89 | 22.97 | 32.28 | 44.70 | 17.12 | 11.57 | 11.56 | 11.96 | 10.96 |
| Draw Down(%) | NA | 14.10 | 27.83 | 54.57 | NA | NA | NA | … | … | 14.10 | 13.30 | 27.83 | 19.43 | 27.49 | 52.76 | 11.09 | 10.60 | 8.01 | 9.20 | 3.44 |
| Yield(%) | 0.00 | 3.91 | 1.90 | 1.33 | 2.85 | 1.90 | 1.42 | … | … | 0.00 | 4.33 | 0.45 | 0.57 | 1.30 | 1.02 | 8.29 | 3.65 | 0.58 | 0.11 | 0.08 |
Data as of 03/01/2013, Common starting date is 09/04/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLVIX (Westwood Low Volatility Equity Fund Inst) |
-16.23%
Feb 2006 – Feb 2009 |
-5.74%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLVIX (Westwood Low Volatility Equity Fund Inst) |
22.53%
Feb 2009 – Feb 2012 |
2.91%
Apr 2005 – Apr 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart