WHG Average Annual Return 10 Years

Growth of $10,000.00
With Dividends Reinvested Into WHG

Also see:
• WHG stock yearly return 2014
• WHG stock yearly return 2015
• WHG stock yearly return 2016
• WHG stock yearly return 2017
• WHG stock yearly return 2018
• WHG stock yearly return 2019
• WHG stock yearly return 2020
• WHG stock yearly return 2021
• WHG stock yearly return 2022
• WHG stock yearly return 2023
• WHG YTD return

Compare WHG average annual return versus benchmarks:

S&P Average Annual Return
Dow Average Annual Return
Nasdaq 100 Average Annual Return
Russell 2000 Average Annual Return
Gold Average Annual Return
10 Year Treasury Average Annual Return

Start date:	04/22/2014
End date:	04/18/2024
Start price/share:	$62.93
End price/share:	$12.80
Starting shares:	158.91
Ending shares:	274.44
Dividends reinvested/share:	$18.69
Total return:	-64.87%
WHG Average Annual Return:	-9.94%
Starting investment:	$10,000.00
Ending investment:	$3,511.11

WHG average annual return is presented with the assumption of reinvestments of any dividends on ex-date.

Westwood Holdings Group is a holding company. Co. manages investment assets and provides services for its clients through its subsidiaries, Westwood Management Corp. and Westwood Advisors, L.L.C., and Westwood Trust. Co. operates two segments: Advisory and Trust. Co.'s advisory business encompasses five investment teams: U.S. Value Equity, Multi-Asset, Energy and Real Assets, Tactical Absolute Return, and Income Alternatives. Through Westwood Trust, Co. provides fiduciary and investment services to individuals and families, non-profit endowments and foundations, public and private retirement plans and individual retirement accounts. The WHG average annual return 10 years is shown above.

The Average Annual Return on the WHG average annual return 10 years page and across the coverage universe of our site, is a measure of the annualized return over the past ten years (or specified start date) for a given investment (up to the end of prior trading session recorded). Arguably, choosing ten years for a measurement period is on the one hand completely arbitrary, but on the other hand provides a sufficiently long window to capture long-term trends.

Thus, researching Average Annual Returns is good practice for investors — whether WHG average annual return 10 years or other benchmarks/peers — and when doing so it is also important to factor in dividends, because a financial instrument's annualized return is more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors by performing the WHG average annual return calculation with any dividends reinvested as applicable (on ex-dates).

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Westwood Holdings Group (WHG) is categorized under the Financials sector; to help you further research average annual return performance across stocks, below are some other companies in the same sector:

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What has the average annual return been for WHG over the past ten years?

✔️Accepted answer: The ten year WHG average annual return has been -9.94% with dividends reinvested.

When you say 'with dividends reinvested' what does that mean?

✔️Accepted answer: That means that each time the stock goes ex-dividend, the average annual return calculation then factors in how that dividend amount could have been reinvested into more shares of WHG at the then-current price — often this is referred to as 'compounding' and is very important when considering average annual return over a long period like a full decade.

What start date was used in your WHG average annual return calculation?

✔️Accepted answer: The start date was 04/22/2014.

What end date was used in your WHG average annual return calculation?

✔️Accepted answer: The end date was 04/18/2024.

If I had invested $10,000 into WHG ten years ago, how much would I have today?

✔️Accepted answer: With dividends reinvested, as of 04/18/2024, you would have $3,511.11.

What does that work out to on a total return basis?

✔️Accepted answer: The WHG ten year total return ending 04/18/2024 works out to -64.87%.

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