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Westwood Capital Appreciation Inc C (WTOCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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6.000.00 (0.00%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.93%
5-Year Average Return0.00%
Number of Years Up2
Number of Years Down1
Best 1 Yr Total Return (Jun 30, 2024)12.23%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return12.23%
Worst 3-Yr Total Return2.65%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWTOCXCategory
YTD2.69%9.69%
1-Month2.41%0.91%
3-Month1.77%5.21%
1-Year13.02%27.06%
3-Year1.17%11.00%
5-Year9.72%10.26%
10-Year7.42%8.34%
Last Bull Market15.59%15.58%
Last Bear Market-13.00%-12.16%

Annual Total Return (%) History

Year
WTOCXCategory
2024
N/AN/A
2023
12.23%N/A
2022
-13.76%N/A
2021
11.76%N/A
2020
N/A11.72%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.29%N/AN/AN/A
20232.46%3.42%-3.63%9.90%
2022-3.54%-13.00%-3.40%6.39%
20212.61%5.93%-1.09%3.95%
202016.05%7.11%10.77%N/A

Rank In Category (By Total Return)

YTD92
1-Month87
3-Month77
1-Year78
3-Year80
5-Year13

Load Adjusted Returns

1-Year12.02%
3-Year1.17%
5-Year9.72%
10-Year7.42%