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Westwood Capital Appreciation Inc A (WWTAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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5.99+0.01 (+0.17%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.36%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (27 Jun 2024)13.10%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return13.10%
Worst 3-yr total return3.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWWTAXCategory
YTD3.00%9.69%
1-month2.56%0.91%
3-month2.08%5.21%
1-year13.85%27.06%
3-year1.92%11.00%
5-year10.47%10.26%
10-year8.18%8.34%
Last bull market15.94%15.58%
Last bear market-12.83%-12.16%

Annual total return (%) history

Year
WWTAXCategory
2024
N/AN/A
2023
13.10%N/A
2022
-13.04%N/A
2021
12.54%N/A
2020
N/A11.72%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.45%N/AN/AN/A
20232.65%3.65%-3.41%10.05%
2022-3.24%-12.83%-3.20%6.52%
20212.90%6.15%-0.84%3.91%
202016.05%7.11%10.93%N/A

Rank in category (by total return)

YTD89
1-month81
3-month65
1-year68
3-year64
5-year8

Load adjusted returns

1-year10.43%
3-year0.89%
5-year9.80%
10-year7.86%