Westwood

  • Westwood Quality SmallCap Fund

Westwood Quality SmallCap Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2007 -1.3 -6.1 1.8 1.7 1 -6.1 -2.1 4.9 0 0 0 0 0
2008 3.5 -10.7 -20.4 -10 6.5 1.9 -7.3 4.5 4.5 -2 -0.4 -4.8 -32.4
2009 7.5 2 -5.5 5.9 2 9.1 0.8 -0.8 14.5 7.7 -11.3 -9.9 20.4
2010 8.7 3.2 3.1 10.2 -7.5 6.5 -7.2 -6.8 5.4 5.5 3.8 -1.8 23.2
2011 2.3 0.2 16.5 -11.6 -8.5 -2.4 -1.6 -1.9 0.4 2.4 6 -0.5 -1.3
2012 3.3 0.8 -1.3 2.2 3.2 0.6 3.5 -6.6 -0.5 2.1 3.4 6.6 18.1
2013 3.6 3.6 3.7 6.9 -2.7 6.7 1.5 3.4 -0.9 5.2 3.1 7.3 49.4
2014 2.3 0.4 7.4 -5.2 5.5 -5.2 4.4 0.5 -2.8 1.4 4.6 -5.3 7.2
2015 -6.4 3.1 5.4 -2.9 -5.5 -1.7 0.7 -0.2 -1 1.5 6.1 -5.3 -6.9
2016 3.6 12.3 -2.7 0.4 3.5 4.6 1.6 2.6 0.7 7.9 1.4 -8.9 28.7
2017 -2 2.9 2.6 8.5 -3.1 0.8 2.3 -1.2 1.4 -0.5 1.2 -0.7 12.4
2018 -10.7 1 -10 -2.4 2.2 2 0.8 4.2 0.5 2.8 -4.7 2.5 -12.5
2019 0.1 2.5 1.9 4.3 -3.7 -1 7.6 -6.5 5.2 -2.2 5.1 11.4 25.8
2020 7.8 14 2.5 -6.8 5.2 3 2.4 2.7 12.6 -23.3 -8.5 -4 1.5
2021 1.7 -3.6 5.2 -2.2 1.8 -2.9 -2.1 2.2 9.7 5.3 8.3 -2.1 22.1
2022 -8.7 5.7 13.5 -8.7 -5.7 9.8 -8.3 4.1 -7.3 -2 0.5 -6.4 -15.5
2023 6.9 6.1 -2.8 -4.6 -3.7 4.5 8.2 -2.1 -2.6 -3 -1.4 7.5 12.4
2024 -7.3 4.3 4.6 -4.8 0 0 0 0 0 0 0 0 -1.2