WHG vs PHX
Comparison between Westwood Holdings Group Inc (WHG, Company) and PHX Minerals Inc - Class A (PHX, Company).
5-Year PerformancePHX has outperformed WHG, delivering a return of +11.2% compared to +6.2%
WHG vs PHX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
WHG vs PHX - Historical Returns
Returns include dividend reinvestment.
WHG vs PHX - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | WHG | PHX |
|---|---|---|
| 2026 | +7.32% | N/A |
| 2025 | +19.76% | +11.70% |
| 2024 | +19.47% | +27.10% |
| 2023 | +12.79% | -10.73% |
| 2022 | -31.63% | +75.38% |
| 2021 | +34.84% | -6.76% |
| 2020 | -49.02% | -78.81% |
| 2019 | -8.59% | -30.22% |
| 2018 | -45.28% | -24.65% |
| 2017 | +13.34% | -12.60% |
| 2016 | +24.04% | +41.96% |
| 2015 | -10.84% | -28.12% |
| 2014 | +4.90% | +43.54% |
| 2013 | +53.22% | +10.70% |
| 2012 | +14.35% | -14.15% |
| 2011 | -6.03% | +17.19% |
| 2010 | +11.29% | +1.71% |
| 2009 | +35.74% | +21.52% |
| 2008 | -18.47% | -29.90% |
| 2007 | +65.33% | +38.41% |
| 2006 | +35.10% | -6.99% |
| 2005 | -1.76% | +78.33% |
| 2004 | +16.61% | +47.64% |
| 2003 | +42.21% | +75.02% |
| 2002 | -17.19% | +27.66% |
| 2001 | N/A | +8.27% |
| 2000 | N/A | +101.15% |
| 1999 | N/A | -9.40% |
WHG vs PHX Drawdown Comparison
The maximum drawdown for WHG was -83.72%, occurring on Oct 30, 2020. This drawdown has not yet recovered.
The maximum drawdown for PHX was -95.48%, occurring on Sep 30, 2020. This drawdown has not yet recovered.
The current WHG drawdown is -56.76%. The current PHX drawdown is -84.27%.
| Rank | WHG | PHX |
|---|---|---|
| #1 | -83.72% Oct 20, 2017 - Oct 30, 2020 | -95.48% Jul 22, 2014 - Sep 30, 2020 |
| #2 | -53.21% Sep 19, 2008 - Feb 12, 2013 | -66.52% Aug 11, 2008 - Jan 21, 2014 |
| #3 | -34.86% Nov 3, 2014 - Dec 7, 2016 | -45.50% May 14, 2001 - Jun 11, 2003 |
| #4 | -30.12% Jul 9, 2007 - Oct 2, 2007 | -32.08% Sep 1, 2005 - Feb 6, 2006 |
| #5 | -28.57% Jun 13, 2002 - Aug 12, 2002 | -28.69% Mar 9, 2005 - Aug 12, 2005 |
| #6 | -25.00% Aug 12, 2002 - Jun 16, 2003 | -26.06% Mar 8, 2004 - Oct 14, 2004 |
| #7 | -19.60% Oct 25, 2007 - May 20, 2008 | -24.21% Apr 19, 2006 - May 2, 2007 |
| #8 | -19.58% Dec 14, 2004 - Feb 2, 2006 | -23.43% Sep 21, 2000 - Feb 9, 2001 |
| #9 | -19.11% Jul 22, 2008 - Sep 19, 2008 | -19.87% Feb 6, 2006 - Apr 19, 2006 |
| #10 | -17.94% Dec 8, 2016 - Sep 18, 2017 | -18.74% Jun 22, 2007 - Jan 10, 2008 |
| #11 | -17.79% Apr 2, 2014 - Oct 28, 2014 | -18.68% Jun 23, 2008 - Aug 11, 2008 |
| #12 | -14.72% Jul 29, 2003 - Aug 25, 2004 | -17.21% Mar 5, 2008 - Apr 30, 2008 |
| #13 | -13.39% Dec 31, 2013 - Mar 21, 2014 | -16.90% Nov 3, 1999 - Apr 13, 2000 |
| #14 | -12.99% Dec 5, 2006 - May 31, 2007 | -16.67% Nov 29, 2004 - Feb 22, 2005 |
| #15 | -12.06% May 27, 2008 - Jun 16, 2008 | -15.69% Dec 31, 2003 - Mar 1, 2004 |
Correlation
Correlation between WHG and PHX is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
WHG vs PHX dividend yield comparison.
| Year | WHG | PHX |
|---|---|---|
| 2026 | 1.61% | 0.00% |
| 2025 | 3.49% | 1.84% |
| 2024 | 4.14% | 3.50% |
| 2023 | 4.77% | 3.03% |
| 2022 | 5.39% | 1.93% |
| 2021 | 17.41% | 1.84% |
| 2020 | 2.97% | 3.04% |
| 2019 | 9.72% | 1.43% |
| 2018 | 8.12% | 1.03% |
| 2017 | 3.84% | 0.78% |
| 2016 | 3.88% | 0.68% |
| 2015 | 3.97% | 0.99% |
| 2014 | 2.94% | 0.69% |
| 2013 | 2.65% | 0.87% |
| 2012 | 3.69% | 0.99% |
| 2011 | 3.89% | 0.85% |
| 2010 | 4.13% | 1.02% |
| 2009 | 3.38% | 1.08% |
| 2008 | 4.22% | 1.56% |
| 2007 | 3.06% | 1.09% |
| 2006 | 5.78% | 1.06% |
| 2005 | 5.98% | 0.49% |
| 2004 | 5.03% | 0.83% |
| 2003 | 7.08% | 0.92% |
| 2002 | 0.30% | 1.53% |
| 2001 | 0.00% | 2.39% |
| 2000 | 0.00% | 2.03% |
| 1999 | 0.00% | 0.95% |
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