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Westwood Alternative Income Fund Institutional Shares WMNIX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | WMNIX | Replication |
|---|---|---|
| Annualized growth | 4.4% | 3.3% |
| Annualized volatility | 2.0% | 1.0% |
| Sharpe ratio | 2.20 | 3.29 |
| Maximum drawdown | 4.3% | 2.5% |
| Replication fit (R²) | 0.51 · Tracking error 1.4% | |
Replication portfolio
The published portfolio below is the investable basket used to model WMNIX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| BIL | FI · Ultra-Short | 51.1% |
| VGSH | FI · Short Gov | 17.5% |
| BKLN | FI · Senior Bank Loans | 17.1% |
| MUB | FI · Municipal | 7.9% |
| STIP | FI · Short TIPS | 6.3% |