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Westwood Quality SmallCap Fund C (WHGCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.87+0.12 (+0.61%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.78%
5-year average return0.00%
Number of years up3
Number of years down1
Best 1-yr total return (2 May 2024)26.81%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return26.81%
Worst 3-yr total return3.72%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWHGCXCategory
YTD-3.95%20.19%
1-month-7.30%0.02%
3-month0.99%4.36%
1-year11.61%60.18%
3-year0.18%11.32%
5-year5.47%13.88%
10-year6.57%11.19%
Last bull market22.29%27.98%
Last bear market-11.69%-24.08%

Annual total return (%) history

Year
WHGCXCategory
2024
N/AN/A
2023
16.08%N/A
2022
-13.17%N/A
2021
26.81%N/A
2020
1.36%10.99%
2019
N/A23.75%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.61%N/AN/AN/A
20232.60%2.91%-4.18%14.75%
2022-8.12%-11.69%-5.58%13.33%
202116.70%4.53%-3.54%7.76%
2020-32.80%18.32%1.30%25.83%
20195.35%N/AN/AN/A

Rank in category (by total return)

YTD92
1-month93
3-month72
1-year74
3-year49
5-year83

Load adjusted returns

1-year10.61%
3-year0.18%
5-year5.47%
10-year6.57%