Westwood Income Opportunity Fund Net Income
| WHGIX Fund | USD 13.26 0.04 0.30% |
As of the 2nd of February, Westwood Income maintains the Mean Deviation of 0.2976, downside deviation of 0.4495, and Market Risk Adjusted Performance of 0.1144. Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Westwood Income Opportunity, as well as the relationship between them.
Westwood Income's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Westwood Income's valuation are provided below:Westwood Income Opportunity does not presently have any fundamental gauges for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Westwood |
Westwood Income 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Westwood Income's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Westwood Income.
| 11/04/2025 |
| 02/02/2026 |
If you would invest 0.00 in Westwood Income on November 4, 2025 and sell it all today you would earn a total of 0.00 from holding Westwood Income Opportunity or generate 0.0% return on investment in Westwood Income over 90 days. Westwood Income is related to or competes with Eagle Growth, Eagle Growth, Invesco Quality, Invesco California, The Hartford, Hartford Balanced, and The Hartford. Under normal circumstances, the fund seeks to meet its investment objectives by investing generally more than 80 percent... More
Westwood Income Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Westwood Income's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Westwood Income Opportunity upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.4495 | |||
| Information Ratio | 0.021 | |||
| Maximum Drawdown | 2.01 | |||
| Value At Risk | (0.54) | |||
| Potential Upside | 0.6395 |
Westwood Income Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Westwood Income's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Westwood Income's standard deviation. In reality, there are many statistical measures that can use Westwood Income historical prices to predict the future Westwood Income's volatility.| Risk Adjusted Performance | 0.0906 | |||
| Jensen Alpha | 0.0287 | |||
| Total Risk Alpha | 0.0244 | |||
| Sortino Ratio | 0.0181 | |||
| Treynor Ratio | 0.1044 |
Westwood Income February 2, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0906 | |||
| Market Risk Adjusted Performance | 0.1144 | |||
| Mean Deviation | 0.2976 | |||
| Semi Deviation | 0.279 | |||
| Downside Deviation | 0.4495 | |||
| Coefficient Of Variation | 728.63 | |||
| Standard Deviation | 0.3866 | |||
| Variance | 0.1495 | |||
| Information Ratio | 0.021 | |||
| Jensen Alpha | 0.0287 | |||
| Total Risk Alpha | 0.0244 | |||
| Sortino Ratio | 0.0181 | |||
| Treynor Ratio | 0.1044 | |||
| Maximum Drawdown | 2.01 | |||
| Value At Risk | (0.54) | |||
| Potential Upside | 0.6395 | |||
| Downside Variance | 0.202 | |||
| Semi Variance | 0.0778 | |||
| Expected Short fall | (0.35) | |||
| Skewness | (0.30) | |||
| Kurtosis | 0.3797 |
Westwood Income Oppo Backtested Returns
At this stage we consider Westwood Mutual Fund to be very steady. Westwood Income Oppo shows Sharpe Ratio of 0.21, which attests that the fund had a 0.21 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Westwood Income Oppo, which you can use to evaluate the volatility of the fund. Please check out Westwood Income's Mean Deviation of 0.2976, downside deviation of 0.4495, and Market Risk Adjusted Performance of 0.1144 to validate if the risk estimate we provide is consistent with the expected return of 0.0806%. The entity maintains a market beta of 0.41, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Westwood Income's returns are expected to increase less than the market. However, during the bear market, the loss of holding Westwood Income is expected to be smaller as well.
Auto-correlation | 0.75 |
Good predictability
Westwood Income Opportunity has good predictability. Overlapping area represents the amount of predictability between Westwood Income time series from 4th of November 2025 to 19th of December 2025 and 19th of December 2025 to 2nd of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Westwood Income Oppo price movement. The serial correlation of 0.75 indicates that around 75.0% of current Westwood Income price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.75 | |
| Spearman Rank Test | 0.74 | |
| Residual Average | 0.0 | |
| Price Variance | 0.01 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Westwood Income Opportunity reported net income of 0.0. This indicator is about the same for the Westwood average (which is currently at 0.0) family and about the same as Allocation--30% to 50% Equity (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Westwood Net Income Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Westwood Income's direct or indirect competition against its Net Income to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Westwood Income could also be used in its relative valuation, which is a method of valuing Westwood Income by comparing valuation metrics of similar companies.Westwood Income is currently under evaluation in net income among similar funds.
Westwood Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Westwood Income's current stock value. Our valuation model uses many indicators to compare Westwood Income value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Westwood Income competition to find correlations between indicators driving Westwood Income's intrinsic value. More Info.Westwood Income Opportunity is presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as number one fund in price to book among similar funds fabricating about 0.15 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Westwood Income Opportunity is roughly 6.85 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Westwood Income's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Westwood Income
The fund invests 44.49% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (40.1%) , cash (3.55%) and various exotic instruments.Asset allocation divides Westwood Income's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Westwood Fundamentals
| Price To Earning | 19.26 X | |||
| Price To Book | 2.81 X | |||
| Price To Sales | 2.55 X | |||
| Total Asset | 794.93 M | |||
| Annual Yield | 0.03 % | |||
| Year To Date Return | 2.94 % | |||
| One Year Return | 12.47 % | |||
| Three Year Return | 9.73 % | |||
| Five Year Return | 5.46 % | |||
| Ten Year Return | 7.29 % | |||
| Net Asset | 869.54 M | |||
| Minimum Initial Investment | 100 K | |||
| Last Dividend Paid | 0.05 | |||
| Cash Position Weight | 3.55 % | |||
| Equity Positions Weight | 44.49 % | |||
| Bond Positions Weight | 40.10 % |
About Westwood Income Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Westwood Income Opportunity's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Westwood Income using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Westwood Income Opportunity based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Westwood Mutual Fund
Westwood Income financial ratios help investors to determine whether Westwood Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Westwood with respect to the benefits of owning Westwood Income security.
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios |