Westwood Smallcap Value Fund Net Income
| WHGSX Fund | USD 21.11 0.06 0.28% |
As of the 10th of February, Westwood Smallcap maintains the Mean Deviation of 0.8708, market risk adjusted performance of 0.2895, and Downside Deviation of 0.8673. Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Westwood Smallcap Value, as well as the relationship between them.
Westwood Smallcap'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 Smallcap's valuation are provided below:Westwood Smallcap Value 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 Smallcap '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 Smallcap'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 Smallcap.
| 11/12/2025 |
| 02/10/2026 |
If you would invest 0.00 in Westwood Smallcap on November 12, 2025 and sell it all today you would earn a total of 0.00 from holding Westwood Smallcap Value or generate 0.0% return on investment in Westwood Smallcap over 90 days. Westwood Smallcap is related to or competes with Heartland Value, Dreyfus/the Boston, Heartland Value, Columbia Small, Blackrock Mid, Small Cap, and Amg River. The fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securitie... More
Westwood Smallcap 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 Smallcap'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 Smallcap Value upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.8673 | |||
| Information Ratio | 0.158 | |||
| Maximum Drawdown | 6.3 | |||
| Value At Risk | (1.33) | |||
| Potential Upside | 2.76 |
Westwood Smallcap Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Westwood Smallcap's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Westwood Smallcap's standard deviation. In reality, there are many statistical measures that can use Westwood Smallcap historical prices to predict the future Westwood Smallcap's volatility.| Risk Adjusted Performance | 0.1966 | |||
| Jensen Alpha | 0.1883 | |||
| Total Risk Alpha | 0.145 | |||
| Sortino Ratio | 0.2156 | |||
| Treynor Ratio | 0.2795 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Westwood Smallcap's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Westwood Smallcap February 10, 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 | 0.1966 | |||
| Market Risk Adjusted Performance | 0.2895 | |||
| Mean Deviation | 0.8708 | |||
| Semi Deviation | 0.5275 | |||
| Downside Deviation | 0.8673 | |||
| Coefficient Of Variation | 414.75 | |||
| Standard Deviation | 1.18 | |||
| Variance | 1.4 | |||
| Information Ratio | 0.158 | |||
| Jensen Alpha | 0.1883 | |||
| Total Risk Alpha | 0.145 | |||
| Sortino Ratio | 0.2156 | |||
| Treynor Ratio | 0.2795 | |||
| Maximum Drawdown | 6.3 | |||
| Value At Risk | (1.33) | |||
| Potential Upside | 2.76 | |||
| Downside Variance | 0.7522 | |||
| Semi Variance | 0.2782 | |||
| Expected Short fall | (1.16) | |||
| Skewness | 0.8433 | |||
| Kurtosis | 1.62 |
Westwood Smallcap Value Backtested Returns
Westwood Smallcap appears to be very steady, given 3 months investment horizon. Westwood Smallcap Value shows Sharpe Ratio of 0.22, which attests that the fund had a 0.22 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Westwood Smallcap Value, which you can use to evaluate the volatility of the fund. Please utilize Westwood Smallcap's Market Risk Adjusted Performance of 0.2895, downside deviation of 0.8673, and Mean Deviation of 0.8708 to validate if our risk estimates are consistent with your expectations. The entity maintains a market beta of 0.99, which attests to possible diversification benefits within a given portfolio. Westwood Smallcap returns are very sensitive to returns on the market. As the market goes up or down, Westwood Smallcap is expected to follow.
Auto-correlation | 0.64 |
Good predictability
Westwood Smallcap Value has good predictability. Overlapping area represents the amount of predictability between Westwood Smallcap time series from 12th of November 2025 to 27th of December 2025 and 27th of December 2025 to 10th 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 Smallcap Value price movement. The serial correlation of 0.64 indicates that roughly 64.0% of current Westwood Smallcap price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.64 | |
| Spearman Rank Test | 0.68 | |
| Residual Average | 0.0 | |
| Price Variance | 0.26 |
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 Smallcap Value 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 Small Blend (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 Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Westwood Smallcap's current stock value. Our valuation model uses many indicators to compare Westwood Smallcap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Westwood Smallcap competition to find correlations between indicators driving Westwood Smallcap's intrinsic value. More Info.Westwood Smallcap Value is presently regarded as number one fund in price to earning among similar funds. It is rated fourth in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Westwood Smallcap Value is roughly 9.90 . 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 Smallcap's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Westwood Smallcap
The fund consists of 98.82% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Westwood Smallcap'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 | 19.50 X | ||||
| Price To Book | 1.97 X | ||||
| Price To Sales | 1.20 X | ||||
| Total Asset | 554.53 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 10.84 % | ||||
| One Year Return | 6.96 % | ||||
| Three Year Return | 7.70 % | ||||
| Five Year Return | 7.16 % | ||||
| Ten Year Return | 9.52 % | ||||
| Net Asset | 1.04 B | ||||
| Minimum Initial Investment | 100 K | ||||
| Last Dividend Paid | 0.12 | ||||
| Cash Position Weight | 1.18 % | ||||
| Equity Positions Weight | 98.82 % |
About Westwood Smallcap Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Westwood Smallcap Value's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Westwood Smallcap using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Westwood Smallcap Value 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.
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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 Smallcap 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 Smallcap security.
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