Westwood LargeCap Value Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2006 | 0 | 0 | 0 | 0 | 0 | 0 | 0.99 | 0.3 | 2.55 | 2.68 | 2.15 | 1.11 | 0 |
| 2007 | 1.63 | -1.34 | 1.99 | 4.17 | 5.19 | -1.78 | -2.39 | 0.76 | 4.52 | 4.01 | -4.55 | 0.18 | 12.5 |
| 2008 | -6.2 | -2.38 | 1.44 | 4 | 2.57 | -7.09 | -2.96 | 0.55 | -5.89 | -14.57 | -6.06 | 0.53 | -31.8 |
| 2009 | -9.19 | -10.12 | 5.71 | 5.68 | 5.65 | 0.25 | 5.71 | 3.24 | 2.44 | -1.93 | 5.56 | 1.86 | 13.8 |
| 2010 | -3.47 | 3.6 | 6.19 | 0.92 | -8.92 | -6.34 | 7.48 | -4.75 | 8.58 | 3.63 | -0.72 | 7.23 | 12.1 |
| 2011 | 1.66 | 4.42 | -0.09 | 3.04 | -1.07 | -1.9 | -2.58 | -6.53 | -9.31 | 13.28 | -0.99 | 0.89 | -0.9 |
| 2012 | 6.31 | 3.58 | 1.55 | -1.34 | -7.71 | 5.6 | 0.93 | 2.31 | 2.43 | -0.53 | 0.8 | 1.75 | 16 |
| 2013 | 4.94 | 0.54 | 4.32 | 2.76 | 2.18 | -0.82 | 4.98 | -3.48 | 2.62 | 3.35 | 2.62 | 2.81 | 30 |
| 2014 | -3.01 | 4.39 | 1.07 | 0.08 | 1.63 | 2.25 | -2.12 | 3.69 | -1.62 | 2.67 | 2.6 | 1.09 | 13.2 |
| 2015 | -4.7 | 5.46 | -0.17 | -0.08 | 1.51 | -0.58 | 0.58 | -6.11 | -2.28 | 7.46 | 0.33 | -2.26 | -1.6 |
| 2016 | -3.85 | -0.2 | 6.83 | 1.02 | 1.1 | 1.09 | 2.15 | -0.18 | -0.62 | -2.12 | 4.97 | 1.77 | 12.2 |
| 2017 | 1.31 | 3.44 | -0.5 | 0.67 | 1.16 | 1.56 | 1.86 | -1.11 | 3.29 | 1.79 | 3.97 | 1.79 | 20.9 |
| 2018 | 4.84 | -4.47 | -1.61 | 0.39 | 0.47 | 0.54 | 4.15 | 0.89 | 1.32 | -5.56 | 3.44 | -8.68 | -5.1 |
| 2019 | 6.99 | 2.58 | 0.5 | 3.34 | -4.12 | 5.81 | 1.99 | 0.23 | 2.02 | 0.38 | 3.34 | -2.79 | 21.6 |
| 2020 | -0.15 | -9.7 | -14.68 | 10.03 | 3.57 | -1.21 | 3.67 | 3.79 | -8.12 | -1.58 | 11.52 | 3.18 | -3 |
| 2021 | -16.17 | 3.04 | 24.26 | 4.14 | 2.23 | -0.75 | 1.17 | 1.77 | -3.14 | 6.62 | -3.1 | -10.28 | 4.8 |
| 2022 | -2.38 | -1.3 | 3.09 | -5.84 | 1.67 | -7.28 | 6.5 | -2.14 | -7.77 | 9.92 | 6.23 | -6.09 | -7.1 |
| 2023 | 2.32 | -3.76 | 0.65 | 2.42 | -3.86 | 5.99 | 2.86 | -2.71 | -3.25 | -1.92 | 6.68 | 0.08 | 4.9 |
| 2024 | 0.15 | 3.13 | 4.14 | -2.56 | 2.9 |