Westwood Holdings Group, Inc. (WHG) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
Loading chart…
Investment Performance
Final Value
$13,362
Total Return
33.62%
CAGR
5.97%
Dividends
$3,722.18
Yield on Cost
37.22%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.73% |
| Median | +0.11% |
| Best | +36.00% |
| Worst | -27.99% |
| % of Windows Positive | 50.2% |
1-Year (252 Trading Days)
| Average | +5.28% |
| Median | +5.08% |
| Best | +88.10% |
| Worst | -48.50% |
| % of Windows Positive | 58.9% |
3-Year (756 Trading Days)
| Average | +20.22% |
| Median | +10.12% |
| Best | +98.24% |
| Worst | -43.84% |
| % of Windows Positive | 62.5% |
Risk Metrics
| Maximum Drawdown | -60.88% |
| Average Drawdown | -34.80% |
| Drawdown Duration | 1176 Trading Days (Unrecovered) |
| Sortino Ratio | 0.55 |
| Calmar Ratio | 0.10 |
| CVaR (5%) | -5.06% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -2.98% (-10.07% ann.) | $297.59 | $87.16 | $17.43 | $0.14 |
| 2025 | +22.22% | +$2221.94 | $418.35 | $83.67 | $0.67 |
| 2024 | +19.70% | +$1970.33 | $484.35 | $96.87 | $0.77 |
| 2023 | +17.66% | +$1765.94 | $546.97 | $109.40 | $0.88 |
| 2022 | -32.00% | $3200.29 | $358.32 | $71.66 | $0.57 |
| 2021 | +29.45% | +$2944.62 | $2066.37 | $413.27 | $3.31 |
| 2020 | -50.28% | $5027.95 | $145.17 | $29.03 | $0.23 |
| 2019 | -6.15% | $615.15 | $869.79 | $173.96 | $1.39 |
| 2018 | -46.35% | $4635.30 | $422.93 | $84.59 | $0.68 |
| 2017 | +14.25% | +$1425.30 | $429.28 | $85.86 | $0.69 |
| 2016 | +18.99% | +$1898.95 | $452.90 | $90.58 | $0.73 |
| 2015 | -13.16% | $1316.06 | $338.47 | $67.69 | $0.54 |
| 2014 | +2.36% | +$236.01 | $296.74 | $59.35 | $0.47 |
| 2013 | +55.59% | +$5558.65 | $405.47 | $81.09 | $0.65 |
| 2012 | +15.54% | +$1554.33 | $418.17 | $83.64 | $0.67 |
| 2011 | -5.53% | $553.00 | $359.65 | $71.93 | $0.58 |
| 2010 | +13.99% | +$1399.06 | $459.88 | $91.98 | $0.73 |
| 2009 | +31.33% | +$3133.21 | $437.35 | $87.47 | $0.69 |
| 2008 | -22.31% | $2231.45 | $322.27 | $64.46 | $0.51 |
| 2007 | +68.49% | +$6849.22 | $505.45 | $101.09 | $0.81 |
| 2006 | +33.33% | +$3332.99 | $738.35 | $147.67 | $1.18 |
| 2005 | -6.14% | $614.27 | $173.53 | $34.70 | $0.28 |
| 2004 | +15.32% | +$1531.55 | $554.13 | $110.83 | $0.89 |
| 2003 | +40.04% | +$4003.70 | $881.21 | $176.22 | $1.40 |
| 2002 partial | -17.24% (-29.09% ann.) | $1723.63 | $24.65 | $4.93 | $0.04 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bust / post-bubble disinflation scare partial | June 13, 2002 – October 9, 2002 | -14.56% | -38.57% | $1456.40 | $12.32 | $2.46 | $0.02 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +206.50% | +25.13% | +$20649.71 | $3722.53 | $744.50 | $5.95 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -6.85% | -4.90% | $684.78 | $424.89 | $84.98 | $0.68 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +23.94% | +6.56% | +$2393.93 | $1609.39 | $321.88 | $2.57 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +1.20% | +0.16% | +$119.59 | $5199.31 | $1039.86 | $8.32 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -39.50% | -99.68% | $3950.45 | $154.29 | $30.86 | $0.25 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | -41.37% | -57.64% | $4136.55 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +66.19% | +61.91% | +$6618.87 | $2555.27 | $511.05 | $4.09 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -33.86% | -35.53% | $3385.76 | $374.24 | $74.85 | $0.60 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +26.80% | +13.67% | +$2679.94 | $1141.71 | $228.35 | $1.83 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +37.72% | +22.63% | +$3772.29 | $728.74 | $145.75 | $1.17 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2002-09-12 | $0.0200 | 0.13% |
| 2002-12-12 | $0.0200 | 0.15% |
| 2003-03-13 | $0.1000 | 0.77% |
| 2003-06-12 | $0.0200 | 0.13% |
| 2003-09-11 | $1.0300 | 5.49% |
| 2003-12-11 | $0.0230 | 0.14% |
| 2004-03-11 | $0.0300 | 0.17% |
| 2004-06-14 | $0.0400 | 0.23% |
| 2004-09-13 | $0.8300 | 4.23% |
| 2004-12-13 | $0.0800 | 0.41% |
| 2005-03-11 | $0.0800 | 0.42% |
| 2005-06-13 | $0.0800 | 0.44% |
| 2005-09-13 | $0.0900 | 0.46% |
| 2005-12-13 | $0.0900 | 0.49% |
| 2006-03-13 | $0.0900 | 0.46% |
| 2006-06-13 | $0.0900 | 0.48% |
| 2006-09-13 | $1.0000 | 5.00% |
| 2006-12-13 | $0.1500 | 0.61% |
| 2007-03-13 | $0.2000 | 0.85% |
| 2007-06-13 | $0.2000 | 0.68% |
| 2007-09-12 | $0.5000 | 1.72% |
| 2007-12-12 | $0.2500 | 0.64% |
| 2008-03-12 | $0.3000 | 0.85% |
| 2008-06-11 | $0.3000 | 0.81% |
| 2008-09-11 | $0.3000 | 0.67% |
| 2008-12-11 | $0.3000 | 1.05% |
| 2009-03-11 | $0.3000 | 0.91% |
| 2009-06-11 | $0.3000 | 0.71% |
| 2009-09-11 | $0.3000 | 0.82% |
| 2009-12-11 | $0.3300 | 0.84% |
| 2010-03-11 | $0.3300 | 0.83% |
| 2010-06-11 | $0.3300 | 0.92% |
| 2010-09-13 | $0.3300 | 1.01% |
| 2010-11-29 | $0.6600 | 1.79% |
| 2011-03-11 | $0.3500 | 0.95% |
| 2011-06-13 | $0.3500 | 1.01% |
| 2011-09-13 | $0.3500 | 1.12% |
| 2011-12-13 | $0.3700 | 1.04% |
| 2012-03-13 | $0.3700 | 0.94% |
| 2012-06-13 | $0.3700 | 1.05% |
| 2012-09-12 | $0.3700 | 0.99% |
| 2012-11-29 | $0.4000 | 1.02% |
| 2013-03-13 | $0.4000 | 0.95% |
| 2013-06-12 | $0.4000 | 0.90% |
| 2013-09-11 | $0.4000 | 0.81% |
| 2013-12-11 | $0.4400 | 0.78% |
| 2014-03-12 | $0.4400 | 0.75% |
| 2014-06-11 | $0.4400 | 0.76% |
| 2014-09-11 | $0.4400 | 0.75% |
| 2014-12-11 | $0.5000 | 0.84% |
| 2015-03-11 | $0.5000 | 0.82% |
| 2015-06-10 | $0.5000 | 0.87% |
| 2015-09-09 | $0.5000 | 0.97% |
| 2015-12-11 | $0.5700 | 1.05% |
| 2016-03-09 | $0.5700 | 1.02% |
| 2016-06-08 | $0.5700 | 0.99% |
| 2016-09-07 | $0.5700 | 1.14% |
| 2016-12-07 | $0.6200 | 1.00% |
| 2017-03-08 | $0.6200 | 1.11% |
| 2017-06-07 | $0.6200 | 1.13% |
| 2017-09-07 | $0.6200 | 1.04% |
| 2017-12-07 | $0.6800 | 1.01% |
| 2018-03-08 | $0.6800 | 1.21% |
| 2018-06-07 | $0.6800 | 1.14% |
| 2018-09-06 | $0.6800 | 1.18% |
| 2018-12-06 | $0.7200 | 1.89% |
| 2019-03-07 | $0.7200 | 1.85% |
| 2019-06-06 | $0.7200 | 2.43% |
| 2019-09-05 | $0.7200 | 2.59% |
| 2019-12-05 | $0.7200 | 2.30% |
| 2020-03-05 | $0.4300 | 1.80% |
| 2021-03-01 | $0.1000 | 0.58% |
| 2021-06-03 | $0.1000 | 0.48% |
| 2021-08-05 | $2.5000 | 9.30% |
| 2021-09-02 | $0.1000 | 0.45% |
| 2021-12-02 | $0.1500 | 0.93% |
| 2022-03-03 | $0.1500 | 0.91% |
| 2022-06-02 | $0.1500 | 0.95% |
| 2022-09-01 | $0.1500 | 1.11% |
| 2022-12-01 | $0.1500 | 1.25% |
| 2023-02-28 | $0.1500 | 1.21% |
| 2023-06-01 | $0.1500 | 1.20% |
| 2023-08-31 | $0.1500 | 1.46% |
| 2023-11-30 | $0.1500 | 1.36% |
| 2024-02-29 | $0.1500 | 1.23% |
| 2024-06-03 | $0.1500 | 1.24% |
| 2024-08-30 | $0.1500 | 1.16% |
| 2024-12-02 | $0.1500 | 0.95% |
| 2025-03-03 | $0.1500 | 0.95% |
| 2025-06-02 | $0.1500 | 1.01% |
| 2025-09-02 | $0.1500 | 0.84% |
| 2025-12-01 | $0.1500 | 0.89% |
| 2026-03-03 | $0.1500 | 0.87% |
| Total | 93 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-03 | $62.97 | $12.59 | $0.10 | 2.4585 |
| 2021-08-05 | $1580.46 | $316.09 | $2.53 | 54.9101 |
| 2021-09-02 | $68.71 | $13.74 | $0.11 | 2.4556 |
| 2021-12-02 | $103.43 | $20.69 | $0.17 | 5.0323 |
| 2022-03-03 | $104.19 | $20.84 | $0.17 | 5.1221 |
| 2022-06-02 | $104.95 | $20.99 | $0.17 | 5.1951 |
| 2022-09-01 | $105.74 | $21.15 | $0.17 | 6.6629 |
| 2022-12-01 | $106.73 | $21.35 | $0.17 | 7.2772 |
| 2023-02-28 | $107.83 | $21.57 | $0.17 | 6.6994 |
| 2023-06-01 | $108.83 | $21.77 | $0.17 | 6.6890 |
| 2023-08-31 | $109.83 | $21.97 | $0.18 | 8.5972 |
| 2023-11-30 | $111.12 | $22.23 | $0.18 | 8.0655 |
| 2024-02-29 | $112.33 | $22.47 | $0.18 | 7.3999 |
| 2024-06-03 | $113.45 | $22.69 | $0.18 | 7.4854 |
| 2024-08-30 | $114.57 | $22.91 | $0.18 | 6.8568 |
| 2024-12-02 | $115.59 | $23.12 | $0.18 | 5.9581 |
| 2025-03-03 | $116.49 | $23.30 | $0.19 | 6.0353 |
| 2025-06-02 | $117.39 | $23.48 | $0.19 | 6.4065 |
| 2025-09-02 | $118.35 | $23.67 | $0.19 | 5.4526 |
| 2025-12-01 | $119.17 | $23.83 | $0.19 | 5.7526 |
| 2026-03-03 | $120.04 | $24.01 | $0.19 | 5.6876 |
| Total | $3722.18 | $744.44 | $5.96 | 176.1997 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.