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WTSLX: WESTCORE SMALL-CAP GROWTH FUND II WESTCORE SMALL-CAP GROWTH FUND II-INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/24/1999 |
| Last Dividend Date: | 12/28/2011 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.02% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/24/1999 |
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 | 0.0 | 2.7 | 2.2 | 4.6 | 6.3 | 3.1 | 0.0 | -2.8 | 33.3 | -9.7 | -11.8 | 4.5 | 45.8 | -11.3 | -10.6 | 30.5 | 41.1 | -34.3 | 15.1 | 18.7 | 7.9 | 17.8 | 19.9 | -23.4 | -0.3 | -38.4 | 23.2 |
| Sharpe Ratio | NA | -0.61 | 0.55 | 0.03 | 0.45 | NA | 0.08 | 0.0 | -0.21 | 2.59 | -0.59 | -0.66 | 0.25 | 2.83 | -0.64 | -0.37 | 1.42 | 1.32 | -0.85 | 0.68 | 1.18 | 0.45 | 1.15 | 1.1 | -0.93 | -0.12 | -0.61 | 27.32 |
| Draw Down(%) | NA | 23.5 | 23.5 | 36.0 | 36.0 | NA | 70.9 | 0.0 | 23.5 | 5.1 | 21.6 | 21.8 | 16.2 | 6.9 | 26.5 | 32.7 | 16.4 | 24.9 | 49.7 | 11.8 | 10.4 | 11.9 | 14.7 | 15.5 | 32.5 | 22.1 | 58.5 | 3.2 |
| Standard Deviation(%) | NA | 17.7 | 15.3 | 16.7 | 19.8 | NA | 26.3 | NA | 19.7 | 12.6 | 16.9 | 18.0 | 18.1 | 16.2 | 17.9 | 29.0 | 21.4 | 30.9 | 41.5 | 17.7 | 13.0 | 12.7 | 14.6 | 17.4 | 26.2 | 22.4 | 70.0 | 26.2 |
| Treynor Ratio | NA | -0.14 | 0.09 | 0.01 | 0.09 | NA | 0.02 | NA | -0.04 | 0.26 | -0.1 | -0.11 | 0.04 | 0.41 | -0.11 | -0.11 | 0.32 | 0.42 | -0.44 | 0.13 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.07 | -0.02 | -0.04 | -0.04 | NA | 0.0 | -0.01 | 0.01 | 0.02 | -0.07 | -0.04 | -0.04 | 0.03 | -0.11 | -0.03 | 0.01 | 0.0 | 0.03 | 0.0 | 0.04 | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.78 | 0.91 | 0.99 | 1.01 | NA | 0.93 | 0.0 | 0.96 | 1.27 | 1.0 | 1.06 | 1.22 | 1.13 | 1.04 | 1.01 | 0.94 | 0.98 | 0.8 | 0.94 | 0.78 | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.62 | 0.7 | 0.78 | 0.86 | NA | 0.46 | 0.0 | 0.79 | 0.68 | 0.89 | 0.86 | 0.85 | 0.85 | 0.87 | 0.97 | 0.94 | 0.9 | 0.81 | 0.84 | 0.16 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.1 | 1.1 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.6 | 0.0 | 0.0 | 0.0 | 10.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | -100.0 | -99.8 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/24/1999
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