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WTEIX: WESTCORE LARGE-CAP DIVIDEND FUND WESTCORE LARGE-CAP DIVIDEND FUND-RETAIL CLASS (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/29/1988 |
Last Dividend Date: | 03/27/2019 |
12-Mo. Yield | 9.11% |
Expenses | 1.06% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 8.3 | 6.6 | 11.1 | 7.7 | 6.9 | 8.2 | 17.4 | -1.4 | 16.7 | -0.4 | 4.4 | 6.8 | 32.9 | 15.1 | -0.6 | 15.3 | 39.6 | -45.3 | 22.5 | 4.6 | 6.2 | 11.2 | 31.9 | -21.7 | -13.5 | 3.7 | 46.1 | 6.6 | 27.3 | 23.2 | 15.4 | -10.8 | 6.0 | 2.4 | 30.6 | -6.1 | 9.0 | -9.9 |
Sharpe Ratio | NA | 1.24 | 0.93 | 0.62 | 0.77 | NA | NA | 0.3 | 6.1 | -0.18 | 2.36 | -0.04 | 0.26 | 0.45 | 2.47 | 1.01 | -0.03 | 0.76 | 1.53 | -1.19 | 1.08 | 0.09 | 0.34 | 0.88 | 1.92 | -0.95 | -0.72 | -0.01 | 2.18 | 0.16 | 1.69 | 1.86 | 1.23 | -1.35 | 0.39 | 0.0 | 2.44 | -0.88 | 0.19 | -1.64 |
Draw Down(%) | NA | 16.2 | 16.2 | 19.0 | 20.3 | NA | NA | 56.0 | 2.2 | 16.2 | 2.7 | 14.3 | 13.1 | 9.5 | 6.7 | 12.1 | 20.3 | 17.9 | 20.6 | 53.1 | 10.3 | 13.7 | 9.4 | 9.5 | 10.3 | 30.7 | 28.8 | 18.7 | 13.2 | 29.0 | 8.6 | 8.1 | 6.2 | 13.4 | 6.9 | 6.7 | 6.6 | 14.2 | 17.8 | 11.8 |
Standard Deviation(%) | NA | 12.9 | 11.7 | 13.8 | 16.7 | NA | NA | 17.8 | 10.0 | 15.1 | 6.9 | 15.1 | 16.9 | 15.1 | 13.3 | 15.0 | 26.0 | 20.1 | 25.8 | 38.8 | 18.1 | 13.9 | 12.0 | 11.7 | 16.3 | 23.9 | 22.4 | 26.8 | 19.7 | 21.0 | 14.0 | 10.5 | 9.3 | 10.2 | 10.0 | 9.1 | 10.9 | 12.9 | 17.7 | 14.4 |
Treynor Ratio | NA | 0.36 | 0.19 | 0.11 | 0.14 | NA | NA | 0.07 | 2.27 | -0.04 | 0.34 | -0.01 | 0.04 | 0.06 | 0.31 | 0.15 | -0.01 | 0.15 | 0.38 | -0.45 | 0.18 | 0.01 | 0.04 | 0.14 | 0.38 | -0.31 | -0.28 | 0.0 | 0.53 | 0.04 | 0.39 | 0.38 | 0.3 | -0.19 | 0.06 | 0.0 | 0.44 | -0.2 | 0.05 | -0.32 |
Alpha | NA | 0.02 | 0.0 | -0.01 | -0.01 | NA | NA | 0.0 | 0.1 | -0.01 | 0.01 | 0.0 | -0.02 | -0.03 | -0.02 | -0.01 | 0.0 | 0.01 | 0.01 | -0.04 | 0.04 | 0.01 | -0.02 | 0.02 | 0.03 | 0.03 | 0.02 | 0.07 | 0.1 | -0.06 | 0.04 | 0.04 | 0.0 | -0.06 | 0.03 | 0.0 | 0.01 | -0.04 | -0.05 | -0.08 |
Beta | NA | 0.45 | 0.57 | 0.75 | 0.9 | NA | NA | 0.79 | 0.27 | 0.6 | 0.48 | 1.0 | 1.02 | 1.07 | 1.08 | 1.0 | 0.97 | 1.03 | 1.04 | 1.03 | 1.08 | 1.03 | 0.98 | 0.75 | 0.82 | 0.73 | 0.58 | 0.67 | 0.81 | 0.76 | 0.6 | 0.51 | 0.39 | 0.72 | 0.61 | 0.59 | 0.6 | 0.57 | 0.69 | 0.73 |
RSquared | NA | 0.55 | 0.61 | 0.74 | 0.87 | NA | NA | 0.8 | 0.34 | 0.7 | 0.36 | 0.94 | 0.95 | 0.94 | 0.94 | 0.94 | 0.98 | 0.98 | 0.98 | 0.98 | 0.96 | 0.93 | 0.91 | 0.87 | 0.94 | 0.93 | 0.83 | 0.75 | 0.75 | 0.76 | 0.76 | 0.47 | 0.19 | 0.57 | 0.38 | 0.52 | 0.74 | 0.72 | 0.29 | 0.37 |
Yield(%) | N/A | 9.1 | 17.4 | 16.9 | 19.4 | 10.8 | 8.9 | N/A | 0.6 | 8.6 | 22.0 | 29.4 | 34.0 | 26.9 | 18.5 | 2.1 | 0.0 | 0.0 | 0.0 | 4.1 | 6.4 | 0.1 | 0.5 | 2.0 | 1.4 | 1.6 | 0.8 | 16.0 | 25.9 | 8.1 | 15.9 | 14.4 | 2.4 | 2.3 | 4.9 | 2.0 | 5.3 | 3.1 | 5.1 | 1.8 |
Dividend Growth(%) | N/A | -62.2 | -59.5 | 344.3 | 138.0 | N/A | N/A | N/A | -94.2 | -63.1 | -45.3 | -40.3 | 1.2 | 59.3 | 892.6 | N/A | N/A | N/A | -100.0 | -27.9 | 8500.0 | -83.3 | -72.7 | 83.3 | -33.3 | 80.0 | -95.7 | -29.6 | 212.3 | -43.0 | 19.2 | 578.3 | -8.0 | -53.7 | 145.5 | -52.2 | 53.3 | -36.2 | 147.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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