Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WILGX (WESTCORE LARGE-CAP DIVIDEND FUND WESTCORE LARGE-CAP DIVIDEND FUND-INSTITUTIONAL CLASS) | NA | 17.58% | 11.66% | 9.29% | 13.41% | NA | NA | … | … |
Data as of 05/01/2019, Common starting date is 10/11/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WILGX (WESTCORE LARGE-CAP DIVIDEND FUND WESTCORE LARGE-CAP DIVIDEND FUND-INSTITUTIONAL CLASS) | 10/11/2007 | 05/01/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.46 | 17.58 | 11.66 | 9.29 | 13.41 | NA | NA | … | … | 17.40 | -1.25 | 17.11 | -0.14 | 4.68 | 6.98 | 33.14 | 15.37 | -0.48 | 15.44 | 39.82 | -45.34 | -0.05 |
| Sharpe Ratio | NA | 1.24 | 0.95 | 0.63 | 0.79 | NA | NA | … | … | 5.98 | -0.17 | 2.43 | -0.02 | 0.28 | 0.46 | 2.48 | 1.02 | -0.02 | 0.77 | 1.54 | -1.19 | -0.11 |
| Standard Deviation(%) | NA | 13.00 | 11.68 | 13.80 | 16.70 | NA | NA | … | … | 10.21 | 15.09 | 6.82 | 15.04 | 16.91 | 15.03 | 13.35 | 15.11 | 26.00 | 20.02 | 25.81 | 38.81 | 23.77 |
| Draw Down(%) | NA | 16.13 | 16.13 | 18.81 | 20.23 | NA | NA | … | … | 2.16 | 16.13 | 2.58 | 14.19 | 13.05 | 9.48 | 6.71 | 12.16 | 20.23 | 17.91 | 20.61 | 53.07 | 8.88 |
| Yield(%) | 0.00 | 8.56 | 17.59 | 16.97 | 19.63 | 7.26 | 5.45 | … | … | 0.61 | 8.18 | 24.01 | 28.71 | 33.59 | 26.74 | 18.48 | 2.21 | 0.00 | 0.00 | 0.32 | 4.11 | 5.25 |
Data as of 05/01/2019, Common starting date is 10/11/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WILGX (WESTCORE LARGE-CAP DIVIDEND FUND WESTCORE LARGE-CAP DIVIDEND FUND-INSTITUTIONAL CLASS) |
-5.55%
Nov 2007 – Nov 2010 |
0.26%
Dec 2007 – Dec 2012 |
5.85%
Dec 2007 – Dec 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WILGX (WESTCORE LARGE-CAP DIVIDEND FUND WESTCORE LARGE-CAP DIVIDEND FUND-INSTITUTIONAL CLASS) |
27.18%
Feb 2009 – Feb 2012 |
23.53%
Feb 2009 – Feb 2014 |
14.88%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart