WHGMX
Westwood Quality SMidCap-Inst\Disc
$13.42
0.14 (1.05%)
Currency in USD / Last Updated: 11/15/2022
| Category | Mid-Cap Blend |
|---|---|
| Market Cap | 302.37M |
| 52 Week High | 14.807 |
| 52 Week Low | 11.73 |
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Key Data
| Symbol | WHGMX |
|---|---|
| Type | Mutual Fund |
| Category | Mid-Cap Blend |
| Price | 13.42 |
| Price Yesterday | 13.28 |
| Market Cap | 302.37 |
| YTD Return | -6.68% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 100000 |
| Redeption Fee | 0 |
| Prospectus | 0.0088 |
Overview
| 52 Week High | 14.81 |
|---|---|
| 52 Week Low | 11.73 |
| Market Cap | 302.37M |
| Shares Outstanding | 22.53M |
| Income Dividend Yield | 0.82% |
| Long Term Dividend Yield | 10.51% |
| Short Term Dividend Yield | 6.24% |
| 52 Week Yield (All) | 17.57% |
Returns Annualized
| One Day | 1,308.82% |
|---|---|
| Five Days | 264.97% |
| One Months | 138.56% |
| Three Months | -5.04% |
| Six Months | 12.52% |
| Nine Months | -4.86% |
| One Year | -9.38% |
| Three Years | 7.25% |
| Five Years | 6.99% |
| Ten Years | 9.56% |
| YTD | -7.62% |
| Since Inception | 8.81% |
Returns Total
| One Day | 1.05% |
|---|---|
| Five Days | 2.60% |
| One Month | 7.88% |
| Three Months | -1.32% |
| Six Months | 6.17% |
| Nine Months | -3.66% |
| One Year | -9.37% |
| Three Years | 23.31% |
| Five Years | 40.07% |
| Ten Years | 148.80% |
| YTD | -6.68% |
| Since Inception | 315.48% |
Yearly Returns
| 2022 | -6.68% |
|---|---|
| 2021 | 21.31% |
| 2020 | 5.41% |
| 2019 | 29.40% |
| 2018 | -11.48% |
| 2017 | 10.39% |
| 2016 | 12.04% |
| 2015 | -3.18% |
| 2014 | 4.86% |
| 2013 | 33.80% |
Risk against SP-DA
| Alpha | 1.41% |
|---|---|
| Beta | 0.82 |
| Correlation | 87.74% |
| Downside Deviation | 5.50% |
| Coefficient of determination | 76.98% |
| Standard Deviation | 6.48% |
| Sharpe Ratio | 0.18 |
| Sortino | 0.73 |
| Treynor | -12.59 |
| Ulcer Index | 11.9 |
| Ulcer Performance Index | 0.34 |