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Westwood Worldwide Income Opportunity Fund Institutional Shares (WWIOX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.59+0.20 (+2.13%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return4.44%
5-Year Average Return0.00%
Number of Years Up2
Number of Years Down1
Best 1 Yr Total Return (Feb 3, 2019)11.81%
Worst 1 Yr Total Return (Feb 3, 2019)-4.95%
Best 3-Yr Total Return11.81%
Worst 3-Yr Total Return2.80%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWWIOXCategory
YTD12.74%9.69%
1-Month2.25%0.91%
3-Month6.18%5.21%
1-Year5.99%27.06%
3-Year5.81%11.00%
5-Year0.00%10.26%
10-Year0.00%8.34%
Last Bull Market0.00%15.58%
Last Bear Market0.00%-12.16%

Annual Total Return (%) History

Year
WWIOXCategory
2019
N/A19.23%
2018
-4.95%-5.76%
2017
11.81%13.21%
2016
2.24%7.34%
2015
N/A-1.93%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20196.48%2.47%N/AN/A
2018-0.67%-0.76%2.70%-6.12%
20173.40%2.43%2.83%2.67%
2016-1.04%3.51%1.31%-1.47%
2015-5.55%3.00%N/AN/A

Rank In Category (By Total Return)

YTD43
1-Month1
3-Month5
1-Year14
3-Year77
5-YearN/A

Load Adjusted Returns

1-Year5.99%
3-Year5.81%
5-YearN/A
10-YearN/A