Westwood Smallcap Value Fund Market Value
| WHGSX Fund | USD 21.12 0.23 1.10% |
| Symbol | 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.
| 11/16/2025 |
| 02/14/2026 |
If you would invest 0.00 in Westwood Smallcap on November 16, 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 | 0.9 | |||
| Information Ratio | 0.1527 | |||
| Maximum Drawdown | 6.3 | |||
| Value At Risk | (1.37) | |||
| 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 | 0.1738 | |||
| Jensen Alpha | 0.1823 | |||
| Total Risk Alpha | 0.1534 | |||
| Sortino Ratio | 0.2022 | |||
| Treynor Ratio | 0.2431 |
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 14, 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 | 0.1738 | |||
| Market Risk Adjusted Performance | 0.2531 | |||
| Mean Deviation | 0.8648 | |||
| Semi Deviation | 0.5834 | |||
| Downside Deviation | 0.9 | |||
| Coefficient Of Variation | 473.2 | |||
| Standard Deviation | 1.19 | |||
| Variance | 1.42 | |||
| Information Ratio | 0.1527 | |||
| Jensen Alpha | 0.1823 | |||
| Total Risk Alpha | 0.1534 | |||
| Sortino Ratio | 0.2022 | |||
| Treynor Ratio | 0.2431 | |||
| Maximum Drawdown | 6.3 | |||
| Value At Risk | (1.37) | |||
| Potential Upside | 2.76 | |||
| Downside Variance | 0.81 | |||
| Semi Variance | 0.3403 | |||
| Expected Short fall | (1.12) | |||
| Skewness | 0.8682 | |||
| Kurtosis | 1.64 |
Westwood Smallcap Value Backtested Returns
Westwood Smallcap appears to be very steady, given 3 months investment horizon. Westwood Smallcap Value shows Sharpe Ratio of 0.29, which attests that the fund had a 0.29 % return per unit of risk over the last 3 months. We have found twenty-seven 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 0.2531, downside deviation of 0.9, and Mean Deviation of 0.8648 to validate if our risk estimates are consistent with your expectations. The entity maintains a market beta of 1.0, 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 | 0.69 |
Good predictability
Westwood Smallcap Value has good predictability. Overlapping area represents the amount of predictability between Westwood Smallcap time series from 16th of November 2025 to 31st of December 2025 and 31st of December 2025 to 14th 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 0.69 indicates that around 69.0% of current Westwood Smallcap price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.69 | |
| Spearman Rank Test | 0.67 | |
| Residual Average | 0.0 | |
| Price Variance | 0.27 |
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 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.
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum |