Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WILTX (WESTCORE FLEXIBLE INCOME FUND WESTCORE FLEXIBLE INCOME FUND-INSTITUTIONAL CLASS) | 0.85% | 5.44% | 7.38% | 3.64% | 4.68% | 5.07% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/11/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WILTX (WESTCORE FLEXIBLE INCOME FUND WESTCORE FLEXIBLE INCOME FUND-INSTITUTIONAL CLASS) | 10/11/2007 | 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 | 5.44 | 7.38 | 3.64 | 4.68 | 5.07 | NA | … | … | 0.85 | 7.98 | 5.75 | 12.21 | -9.49 | 3.35 | 7.39 | 12.30 | -2.01 | 5.28 | 13.11 | -1.47 | 5.20 | 4.45 | 10.76 | 8.16 | 12.13 | 40.28 | -29.88 | -5.09 |
| Sharpe Ratio | NA | 1.57 | 1.39 | 0.28 | 0.67 | NA | NA | … | … | -0.05 | 1.87 | 0.75 | 1.71 | -1.61 | 1.49 | 0.75 | 4.70 | -1.39 | 2.36 | 2.77 | -0.42 | 1.82 | 1.69 | 4.84 | 2.12 | 4.24 | 6.52 | -3.82 | -5.72 |
| Standard Deviation(%) | NA | 2.09 | 3.24 | 4.33 | 4.56 | NA | NA | … | … | 2.41 | 2.74 | 2.85 | 5.06 | 6.83 | 2.23 | 9.47 | 2.30 | 2.44 | 1.97 | 4.65 | 3.60 | 2.85 | 2.61 | 2.23 | 3.83 | 2.84 | 6.16 | 8.04 | 4.14 |
| Draw Down(%) | NA | 1.77 | 2.99 | 13.13 | 17.04 | NA | NA | … | … | 1.77 | 2.52 | 1.88 | 3.55 | 12.93 | 2.09 | 17.04 | 0.73 | 3.77 | 1.69 | 4.28 | 6.00 | 3.04 | 4.35 | 2.13 | 4.74 | 3.61 | 7.54 | 33.16 | 5.33 |
| Yield(%) | 0.00 | 3.98 | 4.55 | 3.95 | 4.44 | 4.86 | 4.12 | … | … | 1.41 | 4.43 | 4.47 | 4.74 | 3.86 | 3.61 | 4.14 | 5.22 | 4.59 | 4.74 | 5.10 | 5.13 | 5.47 | 5.55 | 5.84 | 6.81 | 7.02 | 8.51 | 6.71 | 1.08 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| WILTX (WESTCORE FLEXIBLE INCOME FUND WESTCORE FLEXIBLE INCOME FUND-INSTITUTIONAL CLASS) |
-0.48%
Sep 2019 – Sep 2022 |
1.40%
Sep 2017 – Sep 2022 |
3.42%
Sep 2012 – Sep 2022 |
4.26%
Nov 2007 – Nov 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WILTX (WESTCORE FLEXIBLE INCOME FUND WESTCORE FLEXIBLE INCOME FUND-INSTITUTIONAL CLASS) |
21.21%
Feb 2009 – Feb 2012 |
15.21%
Feb 2009 – Feb 2014 |
9.67%
Feb 2009 – Feb 2019 |
7.72%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart