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Westwood Quality Value Fund C (WWLCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.650.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.90%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (4 Jul 2024)22.46%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return22.46%
Worst 3-yr total return7.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWWLCXCategory
YTD5.82%4.44%
1-month0.07%-4.04%
3-month-1.37%4.09%
1-year10.87%14.37%
3-year4.98%6.04%
5-year7.97%9.20%
10-year7.85%8.57%
Last bull market18.79%22.97%
Last bear market-11.47%-11.27%

Annual total return (%) history

Year
WWLCXCategory
2024
N/AN/A
2023
7.92%11.63%
2022
-6.63%-5.90%
2021
22.46%26.22%
2020
N/A2.91%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.29%-1.37%N/AN/A
2023-1.06%4.11%-3.39%8.45%
2022-0.90%-11.47%-4.20%11.10%
20217.09%5.39%-0.55%9.11%
202012.59%4.72%13.35%N/A

Rank in category (by total return)

YTD68
1-month29
3-month46
1-year82
3-year78
5-year83

Load adjusted returns

1-year9.87%
3-year4.98%
5-year7.97%
10-year7.85%