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Westwood Low Volatility Equity Inst (WLVIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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6.00+0.00 (+0.04%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.26%
5-year average return9.96%
Number of years up17
Number of years down5
Best 1-yr total return (23 Jun 2024)36.76%
Worst 1-yr total return (23 Jun 2024)N/A
Best 3-yr total return36.76%
Worst 3-yr total return3.78%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWLVIXCategory
YTD3.05%9.69%
1-month2.55%0.91%
3-month2.14%5.21%
1-year14.23%27.06%
3-year2.20%11.00%
5-year10.74%10.26%
10-year8.46%8.34%
Last bull market16.02%15.58%
Last bear market-12.67%-12.16%

Annual total return (%) history

Year
WLVIXCategory
2024
N/AN/A
2023
13.48%N/A
2022
-12.82%N/A
2021
13.00%N/A
2020
23.49%11.72%
2019
30.13%19.23%
2018
-6.11%-5.76%
2017
12.76%13.21%
2016
9.05%7.34%
2015
-2.28%-1.93%
2014
11.52%6.21%
2013
31.05%16.48%
2012
10.43%11.72%
2011
3.49%-0.11%
2010
9.03%11.83%
2009
36.76%24.13%
2008
-31.86%-28.00%
2007
1.41%5.99%
2006
7.14%11.29%
2005
8.04%5.13%
2004
11.12%8.86%
2003
32.26%20.35%
2002
-25.12%-12.02%
2001
N/A-5.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.51%N/AN/AN/A
20232.71%3.70%-3.37%10.26%
2022-3.31%-12.67%-3.13%6.57%
20213.11%6.07%-0.77%4.12%
2020-10.44%16.05%7.11%10.93%
201911.13%4.84%4.78%6.59%
2018-2.18%1.84%6.10%-11.17%
20175.22%2.18%1.19%3.65%
20161.65%1.63%2.35%3.13%
20152.94%-1.34%-7.16%3.63%
20141.72%3.71%-0.65%6.41%
201310.81%4.03%4.48%8.82%
20128.95%-1.73%4.09%-0.90%
20114.98%0.00%-11.50%11.39%
20103.49%-10.03%10.93%5.55%
2009-5.03%16.45%14.86%7.65%
2008-8.78%3.21%-7.96%-21.36%
2007-0.75%5.57%-1.60%-1.64%
20063.08%-3.99%1.99%6.14%
2005-1.67%2.32%3.75%3.50%
20040.49%2.33%-2.56%10.91%
2003-8.00%23.00%4.45%11.90%
2002-5.70%-16.70%-15.25%12.48%
200116.07%N/AN/AN/A

Rank in category (by total return)

YTD89
1-month82
3-month61
1-year60
3-year57
5-year7

Load adjusted returns

1-year14.23%
3-year2.20%
5-year10.74%
10-year8.46%