WHGCX Max Drawdown (5Y) Analysis

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Max Drawdown (5Y) Chart

Sep '18

Jan '19

May '19

285.00

270.00

255.00

240.00

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Historical Data

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Max Drawdown Definition

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Max drawdown is an indicator of the risk of a portfolio chosen based on a certain strategy. It measures the largest single drop from peak to bottom in the value of a portfolio before a new peak is achieved.

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Max Drawdown (5Y) Range, Past 5 Years

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Minimum

Maximum

Average

Median

Max Drawdown (5Y) Benchmarks

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Timothy Plan Small Cap Value Fund C	34.82%
TETON Westwood SmallCap Equity Fund C	34.93%
Virtus Ceredex Small-Cap Value Equity Fund C	37.64%
MFS Blended Research Small Cap Equity Fund C	30.20%
First Trust/Confluence Small Cap Value Fund C	30.89%

Max Drawdown (5Y) Related Metrics

Alpha (5Y)	-6.723
Beta (5Y)	1.028
Alpha (vs YCharts Benchmark) (5Y)	0.2219
Beta (vs YCharts Benchmark) (5Y)	0.8825
Annualized Standard Deviation of Monthly Returns (5Y Lookback)	19.30%
Historical Sharpe Ratio (5Y)	0.3409
Historical Sortino (5Y)	0.671
Monthly Value at Risk (VaR) 5% (5Y Lookback)	8.28%

Max Drawdown (5Y) Excel Add-In Codes

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Metric Code: max_drawdown_5y

Latest Data Point: =YCP("M:WHGCX", "max_drawdown_5y")

Last 5 Data Points: =YCS("M:WHGCX", "max_drawdown_5y", -4)

To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.

Westwood Quality SmallCap Fund C (WHGCX)

WHGCX Max Drawdown (5Y): 34.71% for April 30, 2025

Max Drawdown (5Y) Chart

Historical Data

Max Drawdown Definition

Max Drawdown (5Y) Range, Past 5 Years

Max Drawdown (5Y) Benchmarks

Max Drawdown (5Y) Related Metrics

Max Drawdown (5Y) Excel Add-In Codes