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Westwood Quality Value Fund A (WWLAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.020.00 (0.00%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.37%
5-year average return8.32%
Number of years up11
Number of years down5
Best 1-yr total return (2 July 2024)29.66%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return29.66%
Worst 3-yr total return6.00%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWWLAXCategory
YTD6.22%4.44%
1-month0.14%-4.04%
3-month-1.20%4.09%
1-year11.71%14.37%
3-year5.79%6.04%
5-year8.61%9.20%
10-year8.57%8.57%
Last bull market19.12%22.97%
Last bear market-11.24%-11.27%

Annual total return (%) history

Year
WWLAXCategory
2024
N/AN/A
2023
8.68%11.63%
2022
-5.85%-5.90%
2021
23.38%26.22%
2020
2.54%2.91%
2019
27.01%25.04%
2018
-6.30%-8.53%
2017
20.54%15.94%
2016
10.61%14.81%
2015
-0.58%-4.05%
2014
11.68%10.21%
2013
29.66%31.21%
2012
15.72%14.57%
2011
-1.09%-0.75%
2010
11.85%13.66%
2009
13.55%24.13%
2008
-31.87%-37.09%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.51%-1.20%N/AN/A
2023-0.88%4.25%-3.16%8.60%
2022-0.67%-11.24%-4.03%11.27%
20217.21%5.64%-0.34%9.31%
2020-23.12%12.54%4.61%13.29%
201910.26%4.82%4.20%5.47%
2018-1.53%1.40%6.36%-11.76%
20174.16%3.41%3.95%7.66%
20161.31%3.13%1.25%4.56%
20151.35%0.75%-7.69%5.48%
20142.42%3.92%-0.31%5.26%
201310.08%4.06%3.90%8.95%
201211.70%-3.94%5.78%1.96%
20116.06%-0.09%-17.53%13.18%
20106.20%-14.02%11.19%10.17%
2009-13.71%11.77%11.80%5.30%
2008-7.19%-0.89%-8.18%-19.33%

Rank in category (by total return)

YTD63
1-month27
3-month43
1-year77
3-year66
5-year76

Load adjusted returns

1-year8.36%
3-year4.72%
5-year7.95%
10-year8.24%