Performance analysis of Westwood Holdings Group (WHG)
Annual Return
Over the past 3 years, WHG has had an average annual return of +11.39%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, WHG has had an average annual return of +1.90%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, WHG has had an average annual return of -6.51%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Jun 13, 2002, WHG has had an average annual return of +5.05%, underperforming the benchmark SPY, which returned +10.73% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -2.13% | +23.14% | +20.80% | +18.84% | -31.39% | +32.70% | -50.09% | -4.39% | -45.76% | +15.25% | +19.97% | -12.50% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +3% | +56.67% | +16.48% | -4.76% | +15.03% | +32.20% | -21.77% | +69.85% | +35.11% | -1.97% | +16.55% | +42.85% |
| 2002 | |||||||||||
| -17.19% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.39% | -8.47% | -0.85% | -0.18% | +0.12% | +1.43% | -2.13% | ||||||
| 2025 | +6.06% | +2.66% | +3.53% | +3.08% | -11.44% | +6.56% | +12.05% | +1.60% | -6.35% | +1.58% | +1.13% | +2.52% | +23.14% |
| 2024 | -2.15% | -0.25% | +1.65% | +0.97% | -2.41% | +1.57% | +8.97% | +1.64% | +6.44% | +10% | +1.16% | -7.28% | +20.80% |
| 2023 | +16.14% | +0.54% | -12.76% | +9.46% | +2.28% | -0.06% | -5.65% | -11.54% | -0.49% | -10.45% | +22.66% | +14.27% | +18.84% |
| 2022 | +12.75% | -13.35% | -6.57% | +5.29% | -6.48% | -7.67% | -6.02% | +4.09% | -27.82% | +5.09% | +18.77% | -6.19% | -31.39% |
| 2021 | -18.34% | +45.69% | -15.70% | +25.11% | +9.06% | +10.83% | +16.50% | -2.55% | -14.34% | -8.42% | -6.84% | +5.46% | +32.70% |
| 2020 | -5.20% | -9.62% | -26.44% | +25.78% | -23.01% | -11.17% | -27.87% | +0.17% | -2.11% | -13.29% | +23.40% | +21.64% | -50.09% |
| 2019 | +7.71% | +5.54% | -7.00% | -11.29% | -6.46% | +23.24% | -11.08% | -12.30% | +3.43% | +9.25% | +2.09% | -1.69% | -4.39% |
| 2018 | -1.12% | -17.00% | +5.23% | +2.64% | +0.09% | +3.78% | -1.97% | -1.44% | -8.99% | -18.15% | -7.39% | -11.62% | -45.76% |
| 2017 | -6.78% | +1.68% | -5.00% | +4.47% | -2.19% | +5.05% | +3.99% | +3.70% | +11.21% | -3.52% | +5.32% | -2.15% | +15.25% |
Drawdown analysis of Westwood Holdings Group (WHG)
The maximum drawdown for the WHG was -83.72%, occurring on Oct 30, 2020. This drawdown has not yet recovered.
The current WHG drawdown is -61.51%.
Since Jun 13, 2002 WHG has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 4 times
- 20% or more: 6 times
- 10% or more: 16 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -83.72% | Oct 20, 2017 | 762 | Oct 30, 2020 | Ongoing | Ongoing | Ongoing |
| -53.21% | Sep 19, 2008 | 69 | Dec 29, 2008 | 1037 | Feb 12, 2013 | 1106 |
| -34.86% | Nov 3, 2014 | 316 | Feb 5, 2016 | 212 | Dec 7, 2016 | 528 |
| -30.12% | Jul 9, 2007 | 29 | Aug 17, 2007 | 31 | Oct 2, 2007 | 60 |
| -28.57% | Jun 13, 2002 | 20 | Jul 12, 2002 | 21 | Aug 12, 2002 | 41 |
| -25.01% | Aug 12, 2002 | 72 | Nov 21, 2002 | 140 | Jun 16, 2003 | 212 |
| -19.60% | Oct 25, 2007 | 38 | Dec 19, 2007 | 104 | May 20, 2008 | 142 |
| -19.58% | Dec 14, 2004 | 106 | May 17, 2005 | 182 | Feb 6, 2006 | 288 |
| -19.11% | Jul 22, 2008 | 40 | Sep 17, 2008 | 2 | Sep 19, 2008 | 42 |
| -17.94% | Dec 8, 2016 | 75 | Mar 29, 2017 | 119 | Sep 18, 2017 | 194 |
| -17.79% | Apr 2, 2014 | 81 | Jul 29, 2014 | 64 | Oct 28, 2014 | 145 |
| -14.72% | Jul 29, 2003 | 35 | Sep 17, 2003 | 236 | Aug 25, 2004 | 271 |
| -13.39% | Dec 31, 2013 | 24 | Feb 5, 2014 | 31 | Mar 21, 2014 | 55 |
| -12.99% | Dec 5, 2006 | 59 | Mar 5, 2007 | 61 | May 31, 2007 | 120 |
| -12.06% | May 27, 2008 | 10 | Jun 10, 2008 | 4 | Jun 16, 2008 | 14 |
| -10.06% | Mar 26, 2013 | 18 | Apr 22, 2013 | 39 | Jun 17, 2013 | 57 |
| -9.65% | Jun 17, 2008 | 7 | Jun 26, 2008 | 7 | Jul 8, 2008 | 14 |
| -9.04% | Apr 21, 2006 | 67 | Jul 27, 2006 | 32 | Sep 12, 2006 | 99 |
| -8.16% | Sep 15, 2004 | 22 | Oct 15, 2004 | 41 | Dec 14, 2004 | 63 |
| -7.36% | Jul 30, 2013 | 21 | Aug 28, 2013 | 34 | Oct 16, 2013 | 55 |
| -6.85% | Jun 17, 2013 | 7 | Jun 26, 2013 | 8 | Jul 9, 2013 | 15 |
| -5.98% | Feb 12, 2013 | 11 | Feb 28, 2013 | 11 | Mar 15, 2013 | 22 |
| -5.38% | Jun 7, 2007 | 1 | Jun 8, 2007 | 2 | Jun 12, 2007 | 3 |
| -3.79% | Oct 8, 2007 | 2 | Oct 10, 2007 | 2 | Oct 12, 2007 | 4 |
| -3.61% | Jun 19, 2003 | 3 | Jun 24, 2003 | 24 | Jul 29, 2003 | 27 |