Nasdaq - Delayed Quote • USD
Westwood Alternative Income A (WMNAX)
At close: 8:01 PM EDT
Fund Summary
The fund employs an absolute return strategy, which means that it seeks to earn a positive total return through a combination of current income and capital appreciation in all market conditions, by maintaining a portfolio that is designed to have low volatility and low correlations with equity and fixed income markets over a full market cycle. The fund invests primarily in income producing convertible securities.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 6.70% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 2 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | 0.58% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 85 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.11 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| WMNAX | Category Average | WMNAX | Category Average | WMNAX | Category Average | |
| Alpha | -1.15 | 0.02 | 0.8 | 0.02 | -- | 0.02 |
| BETA | 0.11 | 0 | 0.14 | 0 | -- | 0 |
| Mean Annual Return | 0.2 | 0.01 | 0.36 | 0 | -- | 0 |
| R-squared | 60.39 | 0.5 | 44.62 | 0.43 | -- | 0.52 |
| Standard Deviation | 2.57 | 0.06 | 3.61 | 0.05 | -- | 0.05 |
| Sharpe Ratio | -0.24 | 0.01 | 0.59 | 0.01 | -- | 0.01 |
| Treynor Ratio | -5.51 | 0.29 | 15.69 | 0.23 | -- | 0.18 |
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