Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WIIFX (WESTCORE INTERNATIONAL SMALL-CAP FUND WESTCORE INTERNATIONAL SMALL-CAP FUND-INSTITUTIONAL CLASS) | NA | -296,951.10% | nan% | nan% | NA | NA | NA | … | … |
Data as of 06/30/2023, Common starting date is 05/05/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WIIFX (WESTCORE INTERNATIONAL SMALL-CAP FUND WESTCORE INTERNATIONAL SMALL-CAP FUND-INSTITUTIONAL CLASS) | 05/05/2016 | 06/30/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -255,920.90 | -296,951.10 | nan | nan | NA | NA | NA | … | … | 11.31 | -33.66 | 7.63 | 33.45 | 43.32 | -22.49 | 33.89 | 0.72 |
| Sharpe Ratio | NA | 0.60 | 0.30 | 0.16 | NA | NA | NA | … | … | 1.32 | -1.33 | 0.40 | 1.01 | 3.35 | -1.54 | 4.22 | 0.06 |
| Standard Deviation(%) | NA | 21.14 | 20.59 | 22.36 | NA | NA | NA | … | … | 14.92 | 26.41 | 19.25 | 32.63 | 12.52 | 15.48 | 7.91 | 14.32 |
| Draw Down(%) | NA | 21.15 | 47.96 | 47.96 | NA | NA | NA | … | … | 6.25 | 44.60 | 21.35 | 40.31 | 7.96 | 30.03 | 3.05 | 8.49 |
| Yield(%) | 100.04 | 114.66 | 41.84 | 24.40 | 16.21 | 10.81 | 8.10 | … | … | 110.21 | 7.68 | 8.31 | 6.37 | 0.00 | 12.83 | 0.68 | 1.39 |
Data as of 06/30/2023, Common starting date is 05/05/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WIIFX (WESTCORE INTERNATIONAL SMALL-CAP FUND WESTCORE INTERNATIONAL SMALL-CAP FUND-INSTITUTIONAL CLASS) |
-0.42%
Mar 2017 – Mar 2020 |
0.89%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WIIFX (WESTCORE INTERNATIONAL SMALL-CAP FUND WESTCORE INTERNATIONAL SMALL-CAP FUND-INSTITUTIONAL CLASS) |
30.69%
Dec 2018 – Dec 2021 |
18.64%
Aug 2016 – Aug 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart