Mail

Canada markets closed

S&P/TSX
22,259.16
-31.46(-0.14%)
S&P 500
5,187.67
-0.03(-0.00%)
DOW
39,056.39
+172.13(+0.44%)
CAD/USD
0.7286
-0.0002(-0.03%)
CRUDE OIL
79.23
+0.24(+0.30%)
Bitcoin CAD
83,761.24
-1,930.23(-2.25%)

Westwood Quality SMidCap Fund Inst (WHGMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

Add to watchlist

15.31

+0.08

(+0.53%)

At close: 06:46PM EDT

Risk Overview

Morningstar Risk Rating★★

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

Risk Statistics

3 Years

WHGMXCategory Average

5 Years

WHGMXCategory Average

10 Years

WHGMXCategory Average

Alpha

-3.24-0.09

-4.2-0.06

-5.21-0.06

BETA

0.950.01

1.050.01

1.040.01

Mean Annual Return

0.480.01

0.870.01

0.690.01

R-squared

78.180.83

82.590.77

82.240.78

Standard Deviation

18.930.26

21.270.21

17.570.19

Sharpe Ratio

0.140

0.390.01

0.380.01

Treynor Ratio

1.020.08

6.040.1

5.10.09