Westwood
Statistics as of May 27, 2025
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Found total of 15 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
| Name | Expense Ratio | TTM Yield | 3yr Sharpe | YTD Return | 3yr Return | 1yr Return | Total Assets | 6M Money Flow |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 0.00% | TTM Yield 1.4% | 3yr Sharpe 0.10 | YTD Return -0.8% | 3yr Return 17.5% | 1yr Return 3.9% | Total Assets $175M | 6M Money Flow -$31M | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.5% | 3yr Sharpe 0.25 | YTD Return 2.4% | 3yr Return 24.0% | 1yr Return 8.6% | Total Assets $21M | 6M Money Flow -$2M | |
Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.2% | 3yr Sharpe 0.10 | YTD Return -2.1% | 3yr Return 18.4% | 1yr Return 1.9% | Total Assets $2M | 6M Money Flow -$241K | |
Expense Ratio 0.00% | TTM Yield 1.1% | 3yr Sharpe -0.05 | YTD Return -6.7% | 3yr Return 12.3% | 1yr Return -1.7% | Total Assets $952M | 6M Money Flow -$77M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.2% | 3yr Sharpe 0.12 | YTD Return -3.1% | 3yr Return 21.8% | 1yr Return 1.4% | Total Assets $92M | 6M Money Flow -$9M | |
Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 4.6% | 3yr Return - | 1yr Return - | Total Assets $3M | 6M Money Flow - | |
Expense Ratio 0.00% | TTM Yield 4.5% | 3yr Sharpe 0.61 | YTD Return 1.9% | 3yr Return 52.2% | 1yr Return 22.7% | Total Assets $1B | 6M Money Flow $25M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 10.0% | 3yr Sharpe - | YTD Return 2.6% | 3yr Return - | 1yr Return 18.8% | Total Assets $93M | 6M Money Flow $23M | |
Expense Ratio 0.00% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -3.6% | 3yr Return - | 1yr Return -7.2% | Total Assets $16M | 6M Money Flow $3M | |
Expense Ratio 0.00% | TTM Yield 6.1% | 3yr Sharpe 0.10 | YTD Return 0.1% | 3yr Return 17.9% | 1yr Return 8.0% | Total Assets $108M | 6M Money Flow $9M | |
Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 3.9% | 3yr Sharpe -0.01 | YTD Return -0.2% | 3yr Return 14.0% | 1yr Return 6.3% | Total Assets $512M | 6M Money Flow -$11M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.2% | 3yr Sharpe 0.42 | YTD Return 2.9% | 3yr Return 18.0% | 1yr Return 7.6% | Total Assets $153M | 6M Money Flow $23M | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 3.1% | 3yr Sharpe -0.63 | YTD Return -0.6% | 3yr Return 6.1% | 1yr Return 4.2% | Total Assets $161M | 6M Money Flow -$2M | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 4.0% | 3yr Sharpe -0.95 | YTD Return -5.5% | 3yr Return 2.8% | 1yr Return -3.9% | Total Assets $69M | 6M Money Flow $457K | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 4.5% | 3yr Sharpe -0.17 | YTD Return -3.2% | 3yr Return 8.5% | 1yr Return 5.6% | Total Assets $253M | 6M Money Flow -$7M | |
Expense Ratio 0.00% | ||||||||