WHGHX vs. WHGIX
Compare and contrast key facts about Westwood High Income Fund (WHGHX) and Westwood Income Opportunity Fund (WHGIX).
WHGHX is managed by Westwood. It was launched on Dec 28, 2011. WHGIX is managed by Westwood. It was launched on Dec 18, 2005.
Performance
WHGHX vs. WHGIX - Performance Comparison
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WHGHX vs. WHGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WHGHX Westwood High Income Fund | -1.47% | 9.60% | 9.73% | 11.53% | -11.10% | 7.24% | 14.89% | 9.45% | 0.36% | 4.20% |
WHGIX Westwood Income Opportunity Fund | -1.27% | 11.90% | 9.10% | 9.91% | -12.80% | 8.50% | 10.84% | 17.71% | -4.89% | 10.96% |
Returns By Period
In the year-to-date period, WHGHX achieves a -1.47% return, which is significantly lower than WHGIX's -1.27% return. Both investments have delivered pretty close results over the past 10 years, with WHGHX having a 5.83% annualized return and WHGIX not far ahead at 6.03%.
WHGHX
- 1D
- 0.13%
- 1M
- -3.37%
- YTD
- -1.47%
- 6M
- 0.20%
- 1Y
- 7.16%
- 3Y*
- 8.66%
- 5Y*
- 4.26%
- 10Y*
- 5.83%
WHGIX
- 1D
- -0.15%
- 1M
- -4.71%
- YTD
- -1.27%
- 6M
- 1.24%
- 1Y
- 10.02%
- 3Y*
- 8.84%
- 5Y*
- 4.06%
- 10Y*
- 6.03%
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WHGHX vs. WHGIX - Expense Ratio Comparison
WHGHX has a 0.80% expense ratio, which is lower than WHGIX's 0.81% expense ratio.
Return for Risk
WHGHX vs. WHGIX — Risk / Return Rank
WHGHX
WHGIX
WHGHX vs. WHGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Westwood High Income Fund (WHGHX) and Westwood Income Opportunity Fund (WHGIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| WHGHX | WHGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 1.17 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.49 | 1.54 | -0.06 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.25 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.31 | 1.43 | -0.12 |
Martin ratioReturn relative to average drawdown | 5.35 | 6.33 | -0.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WHGHX | WHGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 1.17 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.49 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.99 | 0.68 | +0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.94 | 0.76 | +0.17 |
Correlation
The correlation between WHGHX and WHGIX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
WHGHX vs. WHGIX - Dividend Comparison
WHGHX's dividend yield for the trailing twelve months is around 6.29%, more than WHGIX's 3.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WHGHX Westwood High Income Fund | 6.29% | 6.27% | 5.81% | 5.23% | 4.79% | 3.45% | 3.54% | 4.39% | 4.79% | 4.58% | 4.07% | 4.60% |
WHGIX Westwood Income Opportunity Fund | 3.02% | 3.28% | 4.33% | 3.49% | 3.03% | 10.97% | 7.83% | 29.20% | 6.78% | 3.45% | 1.04% | 1.58% |
Drawdowns
WHGHX vs. WHGIX - Drawdown Comparison
The maximum WHGHX drawdown since its inception was -18.11%, smaller than the maximum WHGIX drawdown of -24.14%. Use the drawdown chart below to compare losses from any high point for WHGHX and WHGIX.
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Drawdown Indicators
| WHGHX | WHGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.11% | -24.14% | +6.03% |
Max Drawdown (1Y)Largest decline over 1 year | -5.56% | -7.27% | +1.71% |
Max Drawdown (5Y)Largest decline over 5 years | -15.88% | -19.20% | +3.32% |
Max Drawdown (10Y)Largest decline over 10 years | -18.11% | -24.14% | +6.03% |
Current DrawdownCurrent decline from peak | -3.53% | -4.90% | +1.37% |
Average DrawdownAverage peak-to-trough decline | -1.93% | -3.13% | +1.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.36% | 1.64% | -0.28% |
Volatility
WHGHX vs. WHGIX - Volatility Comparison
The current volatility for Westwood High Income Fund (WHGHX) is 1.96%, while Westwood Income Opportunity Fund (WHGIX) has a volatility of 2.71%. This indicates that WHGHX experiences smaller price fluctuations and is considered to be less risky than WHGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WHGHX | WHGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.96% | 2.71% | -0.75% |
Volatility (6M)Calculated over the trailing 6-month period | 3.12% | 4.89% | -1.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.13% | 8.87% | -2.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.27% | 8.31% | -2.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.90% | 8.90% | -3.00% |