Find A Portfolio/Ticker
Comparison Box
WTIFX: WESTCORE INTERNATIONAL SMALL-CAP FUND WESTCORE INTERNATIONAL SMALL-CAP FUND-RETAIL CLASS (MUTUAL FUND)
Basic Info
Asset Class: | FOREIGN SMALL/MID GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/28/1999 |
Last Dividend Date: | 06/26/2023 |
12-Mo. Yield | 100.39% |
Expenses | 1.25% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 06/30/2023)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/19/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 15.9 | 7.2 | 4.6 | 5.7 | NA | NA | � | 11.2 | -33.8 | 6.9 | 33.2 | 43.0 | -23.0 | 33.6 | 1.6 | 1.0 | -18.8 | 22.4 | 24.8 | -5.8 | 35.2 | 64.2 | -48.9 | 2.9 | 18.8 | 19.5 | 3.2 | 58.1 | -18.4 | -20.9 | -5.6 | 1.1 |
Sharpe Ratio | NA | 0.59 | 0.29 | 0.15 | 0.28 | NA | NA | 0.22 | 1.31 | -1.34 | 0.35 | 1.01 | 3.33 | -1.57 | 4.16 | 0.09 | 0.07 | -2.03 | 2.02 | 2.06 | -0.29 | 2.18 | 2.62 | -1.31 | -0.01 | 1.04 | 1.77 | 0.17 | 3.39 | -1.2 | -1.46 | -0.38 | 80.5 |
Draw Down(%) | NA | 21.2 | 48.1 | 48.1 | 48.1 | NA | NA | 66.5 | 6.3 | 44.7 | 21.9 | 40.3 | 8.1 | 30.1 | 3.1 | 12.5 | 19.8 | 21.2 | 8.8 | 12.0 | 22.2 | 14.4 | 17.3 | 59.1 | 17.0 | 18.5 | 7.7 | 14.7 | 18.4 | 35.2 | 35.8 | 39.2 | 0.0 |
Standard Deviation(%) | NA | 21.2 | 20.6 | 22.4 | 17.9 | NA | NA | 18.8 | 14.9 | 26.4 | 19.6 | 32.6 | 12.5 | 15.5 | 8.0 | 15.7 | 13.7 | 9.3 | 11.1 | 12.1 | 20.0 | 16.1 | 24.5 | 37.9 | 15.6 | 14.9 | 9.8 | 13.4 | 16.9 | 16.2 | 16.2 | 25.2 | 1.8 |
Treynor Ratio | NA | 0.18 | 0.1 | 0.05 | 0.07 | NA | NA | 0.06 | 0.3 | -0.51 | 0.15 | 0.34 | 0.74 | -0.42 | 0.66 | 0.02 | 0.02 | -0.49 | 0.46 | 0.5 | -0.09 | 0.56 | 0.89 | -0.64 | 0.0 | 0.21 | 0.34 | 0.03 | 0.91 | -0.38 | -0.41 | -0.09 | -2.96 |
Alpha | NA | 0.0 | 0.0 | -0.01 | -0.01 | NA | NA | 0.0 | 0.01 | -0.09 | 0.01 | -0.06 | 0.08 | -0.07 | 0.04 | 0.0 | 0.01 | -0.07 | 0.04 | 0.05 | 0.01 | 0.08 | 0.1 | -0.09 | -0.03 | 0.0 | 0.04 | -0.04 | 0.11 | -0.04 | -0.05 | 0.02 | 0.49 |
Beta | NA | 0.69 | 0.62 | 0.71 | 0.67 | NA | NA | 0.68 | 0.66 | 0.69 | 0.45 | 0.96 | 0.56 | 0.59 | 0.51 | 0.65 | 0.53 | 0.39 | 0.48 | 0.5 | 0.62 | 0.63 | 0.72 | 0.77 | 0.62 | 0.74 | 0.51 | 0.77 | 0.63 | 0.52 | 0.58 | 1.02 | -0.48 |
RSquared | NA | 0.71 | 0.65 | 0.67 | 0.6 | NA | NA | 0.61 | 0.62 | 0.78 | 0.33 | 0.82 | 0.42 | 0.49 | 0.33 | 0.52 | 0.39 | 0.27 | 0.34 | 0.5 | 0.77 | 0.73 | 0.72 | 0.81 | 0.59 | 0.56 | 0.29 | 0.56 | 0.26 | 0.49 | 0.52 | 0.52 | 1.0 |
Yield(%) | N/A | 114.4 | 41.7 | 24.2 | 15.4 | 15.1 | 19.2 | N/A | 110.2 | 8.3 | 8.9 | 6.8 | 0.0 | 13.3 | 2.5 | 4.8 | 7.5 | 2.5 | 3.6 | 1.5 | 1.5 | 0.7 | 1.8 | 1.2 | 2.8 | 1.0 | 0.3 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 |
Dividend Growth(%) | N/A | 770.1 | 592.1 | 562.0 | 1848.6 | N/A | N/A | N/A | 678.7 | -1.0 | 63.2 | N/A | -100.0 | 600.0 | -48.6 | -41.3 | 133.3 | -18.2 | 200.0 | -8.3 | 200.0 | -38.5 | -23.5 | -57.5 | 233.3 | 300.0 | 200.0 | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/19/2000
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See FOREIGN SMALL/MID GROWTH Asset Class Trend Rankings |
Top Rated Funds in FOREIGN SMALL/MID GROWTH
Best Mutual Funds
- ACFFX (COLUMBIA ACORN INTERNATIONAL SELECT COLUMBIA ACORN INTERNATIONAL SELECT CLASS Z) (100%)
- ACINX (COLUMBIA ACORN INTERNATIONAL COLUMBIA ACORN INTERNATIONAL CLASS Z) (99%)
- ARTJX (ARTISAN INTERNATIONAL SMALL CAP FUND INVESTOR SHARES) (97%)
- OSMYX (Oppenheimer Intl Small Company Y) (96%)
- ACIOX (INTERNATIONAL OPPORTUNITIES FUND I CLASS) (95%)
- AIOIX (INTERNATIONAL OPPORTUNITIES FUND INVESTOR CLASS) (93%)
- WAIOX (WASATCH INTERNATIONAL OPPORTUNITIES FUND INVESTOR CLASS SHARES) (92%)
- MWNIX (MFS INTERNATIONAL NEW DISCOVERY FUND I) (91%)
- PRIDX (T. ROWE PRICE INTERNATIONAL DISCOVERY FUND T. ROWE PRICE INTERNATIONAL DISCOVERY FUND) (88%)
- WIISX (WILLIAM BLAIR INTERNATIONAL SMALL CAP GROWTH FUND INSTITUTIONAL CLASS) (87%)