Westwood Quality SmallCap Fund C (WHGCX)

18.29 -0.01 (-0.05%) USD  |  Mar 30 2023
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WHGCX Performance

Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of March 30, 2023. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
YTD
Westwood Quality SmallCap Fund C
47.91%
5.00%
-6.87%
27.06%
11.25%
-15.02%
25.96%
1.36%
26.81%
-13.17%
0.99%
S&P 500 Total Return
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
5.96%
Timothy Plan Small Cap Value C
48.45%
4.16%
-7.26%
23.16%
12.19%
-16.25%
27.35%
1.19%
27.35%
-13.84%
1.06%
Nuveen Small/Mid-Cap Value C
37.39%
-1.38%
-6.19%
19.29%
9.20%
-19.21%
29.29%
-0.09%
32.59%
-6.62%
0.42%
BlackRock Advantage Small Cap Core Inv C
--
4.37%
-3.13%
22.53%
9.72%
-9.74%
30.81%
18.40%
13.51%
-20.62%
0.43%
Rydex Russell 2000 C
35.36%
2.37%
-6.82%
18.19%
12.06%
-13.23%
22.62%
16.94%
12.08%
-22.29%
0.30%
As of March 30, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Westwood Quality SmallCap Fund C
-4.54%
0.99%
14.46%
-5.52%
18.91%
3.79%
7.83%
7.57%
--
6.23%
S&P 500 Total Return
2.19%
5.96%
13.98%
-10.46%
17.41%
10.87%
12.08%
9.99%
10.19%
9.85%
Timothy Plan Small Cap Value C
-4.92%
1.06%
14.17%
-6.01%
19.02%
3.73%
7.34%
7.18%
8.57%
6.58%
Nuveen Small/Mid-Cap Value C
-5.42%
0.42%
14.13%
-6.30%
23.02%
5.68%
6.77%
6.44%
--
4.81%
BlackRock Advantage Small Cap Core Inv C
-6.89%
0.43%
7.79%
-14.18%
15.94%
4.67%
7.76%
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7.73%
Rydex Russell 2000 C
-6.74%
0.30%
5.90%
-16.12%
13.86%
1.82%
5.22%
5.39%
--
4.38%
As of March 30, 2023. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of February 28, 2023