Westwood Holdings Group, Inc. (WHG)

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The chart shows the growth of an initial investment of $10,000 in Westwood Holdings Group, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Westwood Holdings Group, Inc. (WHG) has returned -3.46% so far this year and 5.42% over the past 12 months. Over the last ten years, WHG has returned -6.90% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jun 13, 2002, WHG's average daily return is +0.05%, while the average monthly return is +0.84%. At this rate, your investment would double in approximately 6.9 years.

Historically, 53% of months were positive and 47% were negative. The best month was Feb 2021 with a return of +45.7%, while the worst month was Jul 2020 at -27.9%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 6 months.

On a daily basis, WHG closed higher 48% of trading days. The best single day was Mar 20, 2020 with a return of +29.8%, while the worst single day was Mar 18, 2020 at -46.6%.

Westwood Holdings Group, Inc. has an annualized alpha of 4.04%, beta of 0.92, and R² of 0.20 versus S&P 500 Index. Calculated based on daily prices since June 14, 2002.

• This stock participated in 90.10% of S&P 500 Index downside but only 76.32% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.20 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

WHG ranks 42 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Westwood Holdings Group, Inc. (WHG) and compare them to a chosen benchmark (S&P 500 Index).

Westwood Holdings Group, Inc. provided a 3.64% dividend yield over the last twelve months, with an annual payout of $0.60 per share. The company has been increasing its dividends for 3 consecutive years.

The table displays the monthly dividend distributions for Westwood Holdings Group, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Westwood Holdings Group, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Westwood Holdings Group, Inc. was 83.74%, occurring on Oct 30, 2020. The portfolio has not yet recovered.

The current Westwood Holdings Group, Inc. drawdown is 62.24%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Westwood Holdings Group, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Westwood Holdings Group, Inc. is priced in the market compared to other companies in the Capital Markets industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.