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Westwood Quality SmallCap Fund Inst (WHGSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.11+0.11 (+0.55%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.85%
5-year average return6.90%
Number of years up11
Number of years down5
Best 1-yr total return (25 Apr 2024)49.39%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return49.39%
Worst 3-yr total return3.69%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWHGSXCategory
YTD3.81%20.19%
1-month4.26%0.02%
3-month3.81%4.36%
1-year18.26%60.18%
3-year5.22%11.32%
5-year9.08%13.88%
10-year8.07%11.19%
Last bull market48.75%27.98%
Last bear market-11.48%-24.08%

Annual total return (%) history

Year
WHGSXCategory
2024
N/AN/A
2023
17.17%N/A
2022
-12.46%N/A
2021
27.93%N/A
2020
2.16%10.99%
2019
27.13%23.75%
2018
-14.16%-12.72%
2017
12.36%12.28%
2016
28.33%20.78%
2015
-5.94%-5.38%
2014
6.05%3.79%
2013
49.39%37.39%
2012
18.13%15.46%
2011
-1.40%-4.07%
2010
23.23%25.61%
2009
20.42%31.80%
2008
-32.11%-36.56%
2007
N/A-1.10%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.81%N/AN/AN/A
20232.85%3.15%-3.98%15.02%
2022-7.93%-11.48%-5.40%13.55%
202116.93%4.75%-3.33%8.04%
2020-32.64%18.52%1.58%25.98%
201914.53%5.81%-0.60%5.53%
20180.40%5.47%1.69%-20.30%
20170.00%2.48%6.03%3.40%
2016-0.61%4.93%8.67%13.23%
20152.94%-0.49%-9.74%1.73%
20140.50%1.99%-5.24%9.18%
201316.37%3.98%11.00%11.22%
201212.56%-3.75%6.05%2.82%
20117.92%-3.09%-21.02%19.36%
20107.57%-8.83%8.64%15.66%
2009-13.91%14.54%17.87%3.61%
2008-7.11%1.24%-2.33%-26.09%
2007-3.52%-5.19%N/AN/A

Rank in category (by total return)

YTD77
1-month31
3-month77
1-year59
3-year29
5-year60

Load adjusted returns

1-year18.26%
3-year5.22%
5-year9.08%
10-year8.07%