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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
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
★★
Year-to-Date Return
4.44%
5-Year Average Return
0.00%
Number of Years Up
2
Number of Years Down
1
Best 1 Yr Total Return (Feb 3, 2019)
11.81%
Worst 1 Yr Total Return (Feb 3, 2019)
-4.95%
Best 3-Yr Total Return
11.81%
Worst 3-Yr Total Return
2.80%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
WWIOX
Category
YTD
12.74%
9.69%
1-Month
2.25%
0.91%
3-Month
6.18%
5.21%
1-Year
5.99%
27.06%
3-Year
5.81%
11.00%
5-Year
0.00%
10.26%
10-Year
0.00%
8.34%
Last Bull Market
0.00%
15.58%
Last Bear Market
0.00%
-12.16%
Annual Total Return (%) History
Year
WWIOX
Category
2019
N/A
19.23%
2018
-4.95%
-5.76%
2017
11.81%
13.21%
2016
2.24%
7.34%
2015
N/A
-1.93%
Past Quarterly Returns (%)
Year
Q1
Q2
Q3
Q4
2019
6.48%
2.47%
N/A
N/A
2018
-0.67%
-0.76%
2.70%
-6.12%
2017
3.40%
2.43%
2.83%
2.67%
2016
-1.04%
3.51%
1.31%
-1.47%
2015
-5.55%
3.00%
N/A
N/A
Rank In Category (By Total Return)
YTD
43
1-Month
1
3-Month
5
1-Year
14
3-Year
77
5-Year
N/A
Load Adjusted Returns
1-Year
5.99%
3-Year
5.81%
5-Year
N/A
10-Year
N/A
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