Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WIMCX (WESTCORE MID-CAP VALUE DIVIDEND FUND WESTCORE MID-CAP VALUE DIVIDEND FUND-INSTITUTIONAL CLASS) | NA | -9.86% | -0.26% | NA | NA | NA | NA | … | … |
Data as of 09/17/2020, Common starting date is 05/04/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WIMCX (WESTCORE MID-CAP VALUE DIVIDEND FUND WESTCORE MID-CAP VALUE DIVIDEND FUND-INSTITUTIONAL CLASS) | 05/04/2016 | 09/17/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | -9.86 | -0.26 | NA | NA | NA | NA | … | … | -10.63 | 18.23 | -20.62 | 6.23 | 17.09 |
| Sharpe Ratio | NA | -0.28 | -0.05 | NA | NA | NA | NA | … | … | -0.34 | 1.47 | -1.33 | 0.67 | 2.30 |
| Standard Deviation(%) | NA | 36.84 | 23.56 | NA | NA | NA | NA | … | … | 43.41 | 11.56 | 16.53 | 8.34 | 11.50 |
| Draw Down(%) | NA | 41.71 | 41.71 | NA | NA | NA | NA | … | … | 41.71 | 5.17 | 27.79 | 6.37 | 4.16 |
| Yield(%) | 0.00 | 5.65 | 6.69 | 5.41 | 2.71 | 1.80 | 1.35 | … | … | 2.76 | 3.57 | 6.95 | 7.93 | 4.29 |
Data as of 09/17/2020, Common starting date is 05/04/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WIMCX (WESTCORE MID-CAP VALUE DIVIDEND FUND WESTCORE MID-CAP VALUE DIVIDEND FUND-INSTITUTIONAL CLASS) |
-8.04%
Mar 2017 – Mar 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WIMCX (WESTCORE MID-CAP VALUE DIVIDEND FUND WESTCORE MID-CAP VALUE DIVIDEND FUND-INSTITUTIONAL CLASS) |
6.60%
Oct 2016 – Oct 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart