Canada markets closed

Westwood Quality SMidCap Fund Inst (WHGMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
15.31+0.08 (+0.53%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.89%
5-Year Average Return9.53%
Number of Years Up13
Number of Years Down5
Best 1 Yr Total Return (May 6, 2024)34.27%
Worst 1 Yr Total Return (May 6, 2024)N/A
Best 3-Yr Total Return34.27%
Worst 3-Yr Total Return3.07%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWHGMXCategory
YTD1.45%20.19%
1-Month-6.06%0.02%
3-Month3.73%4.36%
1-Year17.26%60.18%
3-Year4.09%11.32%
5-Year8.53%13.88%
10-Year6.86%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)

YTD20
1-Month48
3-Month16
1-Year24
3-Year10
5-Year25

Load Adjusted Returns

1-Year17.26%
3-Year4.09%
5-Year8.53%
10-Year6.86%