WMNIX
WESTWOOD ALTERNATIVE INCOME FUND
Ultimus Managers Trust

Average annual returns

Through 2025
1 year
7.55%
3 year
6.78%
5 year
4.39%
10 year
4.38%

Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.

Calendar-year returns

Risk statistics

51 months through Jan. 31, 2026
Volatility (ann.)
1.98%
Sharpe
3.44
Sortino
15.03
Max drawdown
-3.98%
Best month
1.97%
Worst month
-1.32%
Beta vs VBTLX
0.30
Correlation
0.86

Derived from N-PORT monthly total returns; distinct from the prospectus returns above.

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