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WTSGX: WESTCORE SMALL-CAP GROWTH FUND WESTCORE SMALL-CAP GROWTH FUND-RETAIL CLASS (MUTUAL FUND)
Basic Info 17.77 0.11(0.62%) April 18
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 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/24/2013 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -5.4 | -2.7 | 6.9 | -6.7 | 7.8 | 9.9 | 9.1 | 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 | -0.06 | 0.47 | -0.29 | 0.25 | 0.4 | 0.36 | 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 | 4.3 | 15.8 | 43.3 | 43.3 | 43.3 | 43.3 | 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 | 18.1 | 17.1 | 25.8 | 27.9 | 23.5 | 23.5 | 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 | -0.01 | 0.09 | -0.07 | 0.07 | 0.09 | 0.08 | 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 | 0.01 | 0.01 | 0.01 | -0.01 | -0.01 | 0.02 | 0.06 | -0.01 | 0.04 | 0.01 | -0.01 | -0.01 | 0.0 | -0.09 |
Beta | NA | 0.94 | 0.89 | 1.03 | 1.02 | 1.04 | 1.04 | 0.89 | 1.09 | 1.04 | 1.01 | 0.99 | 1.04 | 1.04 | 1.15 | 1.1 | 1.21 | 2.62 |
RSquared | NA | 0.93 | 0.92 | 0.94 | 0.95 | 0.94 | 0.94 | 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 | 4.2 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 24.0 | 9.1 | 0.0 | 0.1 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | -100.0 | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 209.0 | 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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