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Westwood Alternative Income C (WWACX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.420.00 (0.00%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.90%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (9 May 2024)5.85%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return5.85%
Worst 3-yr total return1.99%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWWACXCategory
YTD0.48%2.15%
1-month-0.32%0.60%
3-month0.48%0.76%
1-year4.53%12.52%
3-year1.70%6.54%
5-year3.53%5.66%
10-year0.00%4.27%
Last bull market4.43%5.79%
Last bear market-2.53%-2.87%

Annual total return (%) history

Year
WWACXCategory
2024
N/AN/A
2023
5.85%N/A
2022
-1.99%N/A
2021
2.25%N/A
2020
N/A11.03%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.80%N/AN/AN/A
20231.42%0.63%0.66%3.04%
2022-1.48%-2.53%0.30%1.76%
20211.81%-0.37%0.73%0.07%
20203.31%3.27%3.27%N/A

Rank in category (by total return)

YTD87
1-month71
3-month100
1-year83
3-year74
5-year100

Load adjusted returns

1-year3.53%
3-year1.70%
5-year3.53%
10-yearN/A