| Period | WHG | S&P 500 | NASDAQ | vs S&P |
|---|---|---|---|---|
| 1D | +2.50% | +0.32% | +0.62% | +2.18% |
| 5D | +0.05% | +0.02% | -0.38% | +0.03% |
| 1M | +0.15% | +3.63% | +4.19% | -3.48% |
| 3M | +19.59% | +1.50% | -3.38% | +18.09% |
| 6M | +17.30% | +11.65% | +17.03% | +5.65% |
| YTD | +11.51% | +12.11% | +15.92% | -0.60% |
| 1Y | +8.50% | +18.72% | +24.12% | -10.22% |
| 3Y | +93.69% | +72.99% | +93.78% | +20.71% |
| 5Y | -9.65% | +70.11% | +89.00% | -79.76% |