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WTSGX: WESTCORE SMALL-CAP GROWTH FUND WESTCORE SMALL-CAP GROWTH FUND-RETAIL CLASS (MUTUAL FUND)
Basic Info 20.82 0.2(0.97%) July 03
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (72%) |
| Start Date: | 12/24/2013 |
| Last Dividend Date: | 12/14/2018 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.03% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/24/2013 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.4 | -1.4 | 8.9 | 9.8 | 8.0 | 10.1 | 9.6 | 16.5 | 18.1 | -32.6 | 11.6 | 57.7 | 28.5 | 2.7 | 26.0 | 8.8 | -4.8 | 3.8 | 0.7 |
| Sharpe Ratio | NA | -0.21 | 0.23 | 0.28 | 0.24 | 0.36 | 0.36 | 0.53 | 0.78 | -0.95 | 0.52 | 1.48 | 1.68 | 0.07 | 2.23 | 0.41 | -0.26 | 0.19 | 8.46 |
| Draw Down(%) | NA | 26.3 | 28.9 | 28.9 | 43.3 | 43.3 | 43.3 | 10.0 | 15.8 | 37.8 | 15.3 | 34.7 | 9.0 | 25.4 | 5.1 | 20.6 | 17.2 | 19.9 | 0.3 |
| Standard Deviation(%) | NA | 28.4 | 25.1 | 22.8 | 24.8 | 24.2 | 23.5 | 19.0 | 17.9 | 36.1 | 22.5 | 38.7 | 16.1 | 20.6 | 11.4 | 20.8 | 18.3 | 19.8 | 6.5 |
| Treynor Ratio | NA | -0.06 | 0.06 | 0.07 | 0.06 | 0.09 | 0.08 | 0.1 | 0.16 | -0.31 | 0.11 | 0.57 | 0.27 | 0.01 | 0.25 | 0.07 | -0.04 | 0.03 | 0.21 |
| Alpha | NA | -0.02 | -0.01 | -0.01 | 0.0 | 0.01 | 0.01 | 0.0 | -0.01 | -0.01 | 0.02 | 0.06 | -0.01 | 0.04 | 0.01 | -0.01 | -0.01 | 0.0 | -0.09 |
| Beta | NA | 0.97 | 0.98 | 0.97 | 1.02 | 1.01 | 1.02 | 0.98 | 0.89 | 1.09 | 1.04 | 1.01 | 0.99 | 1.04 | 1.04 | 1.15 | 1.1 | 1.21 | 2.62 |
| RSquared | NA | 0.97 | 0.96 | 0.95 | 0.95 | 0.93 | 0.93 | 0.93 | 0.93 | 0.97 | 0.91 | 0.97 | 0.93 | 0.94 | 0.87 | 0.93 | 0.91 | 0.92 | 0.99 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 3.7 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 24.1 | 9.1 | 0.0 | 0.1 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 210.0 | N/A | -100.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/24/2013
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