# Westwood Multi-Asset Income Instl (WHGHX)

> Source: Nexqual · https://nexqual.com/WHGHX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, Westwood Multi-Asset Income Instl (WHGHX), nexqual.com/WHGHX" · informational, not investment advice.

**Price:** USD 10.05 (-0.10% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 10.06 · day 10.05–10.05 · 52w 9.92–10.46 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +3.3% vs S&P 500 +13.4%; 5Y +23.3% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +3.3% | +23.3% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +3.3% | +4.3% |
| Volatility (annualized) | 4.8% | 6.9% |
| Max drawdown | -3.6% (Feb 2026→Mar 2026) | -15.8% (Nov 2021→Oct 2022) |

## Peers
CLDIX (Calvert Long-Term Income Fund C) USD 15.18 -0.00% · QILGX (Federated Hermes MDT Large Cap ) USD 44.41 +0.00% · INPFX (American Funds Conservative Gro) USD 14.5 +0.00% · TAIFX (American Funds Tax-Aware Conser) USD 17.49 +0.00% · DALCX (Dean Mid Cap Value Fund No-Load) USD 30.62 -0.00%

## More
Full page: https://nexqual.com/WHGHX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt