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Westwood Capital Appreciation Inc A (WWTAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
5.99
+0.01
(+0.17%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
4.36%
5-year average return
0.00%
Number of years up
2
Number of years down
1
Best 1-yr total return (4 July 2024)
13.10%
Worst 1-yr total return (4 July 2024)
N/A
Best 3-yr total return
13.10%
Worst 3-yr total return
3.44%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
WWTAX
Category
YTD
4.36%
9.69%
1-month
1.32%
0.91%
3-month
0.88%
5.21%
1-year
10.94%
27.06%
3-year
1.89%
11.00%
5-year
9.72%
10.26%
10-year
8.12%
8.34%
Last bull market
15.94%
15.58%
Last bear market
-12.83%
-12.16%
Annual total return (%) history
Year
WWTAX
Category
2024
N/A
N/A
2023
13.10%
N/A
2022
-13.04%
N/A
2021
12.54%
N/A
2020
N/A
11.72%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
3.45%
0.88%
N/A
N/A
2023
2.65%
3.65%
-3.41%
10.05%
2022
-3.24%
-12.83%
-3.20%
6.52%
2021
2.90%
6.15%
-0.84%
3.91%
2020
16.05%
7.11%
10.93%
N/A
Rank in category (by total return)
YTD
82
1-month
49
3-month
60
1-year
70
3-year
65
5-year
10
Load adjusted returns
1-year
7.61%
3-year
0.86%
5-year
9.05%
10-year
7.79%
Data disclaimer
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