Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WIIBX (WESTCORE PLUS BOND FUND WESTCORE PLUS BOND FUND-INSTITUTIONAL CLASS) | 0.12% | 4.93% | 4.70% | 0.68% | 2.06% | 2.65% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WIIBX (WESTCORE PLUS BOND FUND WESTCORE PLUS BOND FUND-INSTITUTIONAL CLASS) | 10/10/2007 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.93 | 4.70 | 0.68 | 2.06 | 2.65 | NA | … | … | 0.12 | 7.53 | 2.19 | 7.59 | -12.93 | -1.07 | 7.26 | 8.90 | -0.22 | 3.76 | 4.00 | 0.24 | 6.02 | -1.04 | 5.76 | 7.81 | 6.86 | 10.55 | -1.76 | 1.83 |
| Sharpe Ratio | NA | 0.80 | 0.34 | -0.32 | 0.10 | NA | NA | … | … | -0.46 | 1.05 | -0.28 | 0.58 | -1.99 | -0.33 | 1.34 | 2.39 | -0.63 | 1.19 | 1.30 | 0.06 | 2.38 | -0.34 | 2.32 | 2.22 | 1.89 | 2.43 | -0.50 | 1.33 |
| Standard Deviation(%) | NA | 3.85 | 5.22 | 5.65 | 4.69 | NA | NA | … | … | 4.19 | 4.42 | 5.20 | 6.85 | 7.23 | 3.28 | 5.22 | 3.10 | 2.58 | 2.63 | 2.91 | 3.31 | 2.53 | 3.19 | 2.48 | 3.50 | 3.58 | 4.31 | 5.46 | 4.61 |
| Draw Down(%) | NA | 2.88 | 5.86 | 18.11 | 18.32 | NA | NA | … | … | 2.88 | 2.56 | 3.86 | 6.19 | 16.59 | 3.35 | 8.32 | 2.01 | 2.44 | 1.33 | 3.87 | 2.44 | 1.10 | 4.62 | 1.18 | 1.56 | 3.18 | 1.52 | 7.94 | 1.50 |
| Yield(%) | 0.00 | 4.03 | 4.16 | 3.24 | 3.33 | 3.52 | 3.57 | … | … | 1.40 | 4.44 | 4.18 | 3.96 | 2.91 | 2.52 | 2.98 | 4.28 | 3.23 | 3.59 | 3.52 | 3.60 | 4.06 | 3.66 | 3.94 | 5.38 | 4.29 | 4.59 | 4.90 | 0.87 |
Data as of 06/04/2026, Common starting date is 10/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WIIBX (WESTCORE PLUS BOND FUND WESTCORE PLUS BOND FUND-INSTITUTIONAL CLASS) |
-5.05%
Oct 2020 – Oct 2023 |
-0.46%
Jul 2020 – Jul 2025 |
1.04%
Oct 2012 – Oct 2022 |
2.66%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WIIBX (WESTCORE PLUS BOND FUND WESTCORE PLUS BOND FUND-INSTITUTIONAL CLASS) |
9.78%
Oct 2008 – Oct 2011 |
7.05%
Oct 2008 – Oct 2013 |
4.64%
Oct 2008 – Oct 2018 |
3.40%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart