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Westwood SMidCap Institutional (WHGMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.01+0.01 (+0.07%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.31%
5-year average return9.58%
Number of years up13
Number of years down5
Best 1-yr total return (6 Jun 2024)34.27%
Worst 1-yr total return (6 Jun 2024)N/A
Best 3-yr total return34.27%
Worst 3-yr total return3.07%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWHGMXCategory
YTD6.20%20.19%
1-month4.68%0.02%
3-month3.56%4.36%
1-year27.49%60.18%
3-year4.82%11.32%
5-year11.00%13.88%
10-year7.13%11.19%
Last bull market25.41%27.98%
Last bear market-14.24%-24.08%

Annual total return (%) history

Year
WHGMXCategory
2024
N/AN/A
2023
17.78%N/A
2022
-10.36%N/A
2021
21.31%N/A
2020
5.40%10.99%
2019
29.40%23.75%
2018
-11.47%-12.72%
2017
10.39%12.28%
2016
12.04%20.78%
2015
-3.18%-5.38%
2014
4.85%3.79%
2013
33.80%37.39%
2012
12.88%15.46%
2011
-2.29%-4.07%
2010
26.38%25.61%
2009
34.27%31.80%
2008
-27.43%-36.56%
2007
10.47%-1.10%
2006
20.60%15.03%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.99%N/AN/AN/A
20233.39%3.35%-1.77%12.21%
2022-2.85%-14.24%-3.51%11.51%
202111.08%4.11%-0.25%5.17%
2020-30.79%18.44%4.89%22.59%
201913.50%3.84%1.96%7.68%
2018-0.51%3.82%3.56%-17.24%
20172.50%0.49%3.45%3.60%
2016-1.59%2.17%3.29%7.87%
20154.85%1.96%-11.69%2.55%
20143.32%3.44%-5.88%4.24%
201312.75%0.00%9.58%8.29%
201210.46%-7.50%6.37%3.87%
20118.26%-0.06%-22.22%16.11%
20107.09%-8.78%12.24%15.26%
2009-7.50%16.81%16.84%6.36%
2008-5.09%3.27%-7.87%-19.64%
20078.69%6.13%-2.93%-1.35%
20069.13%-1.65%3.18%8.91%

Rank in category (by total return)

YTD21
1-month56
3-month19
1-year12
3-year14
5-year35

Load adjusted returns

1-year27.49%
3-year4.82%
5-year11.00%
10-year7.13%