Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WIMGX (WESTCORE MID-CAP VALUE DIVIDEND FUND II WESTCORE MID-CAP VALUE DIVIDEND FUND II-INSTITUTIONAL CLASS) | NA | -13.96% | -2.27% | -3.92% | 8.56% | NA | NA | … | … |
Data as of 03/26/2019, Common starting date is 10/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WIMGX (WESTCORE MID-CAP VALUE DIVIDEND FUND II WESTCORE MID-CAP VALUE DIVIDEND FUND II-INSTITUTIONAL CLASS) | 10/10/2007 | 03/26/2019 |
| 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 (%) | 0.00 | -13.96 | -2.27 | -3.92 | 8.56 | NA | NA | … | … | 0.00 | -16.25 | 6.81 | -5.89 | -4.98 | 4.79 | 44.94 | 4.95 | -7.16 | 30.27 | 46.63 | -44.85 | -6.03 |
| Sharpe Ratio | NA | -1.48 | -0.27 | -0.31 | 0.44 | NA | NA | … | … | 0.00 | -1.38 | 0.72 | -0.36 | -0.29 | 0.27 | 2.88 | 0.28 | -0.24 | 1.45 | 1.51 | -1.09 | -1.31 |
| Standard Deviation(%) | NA | 10.41 | 11.38 | 14.41 | 18.64 | NA | NA | … | … | NA | 12.76 | 8.61 | 16.84 | 17.13 | 17.84 | 15.62 | 17.41 | 29.35 | 20.82 | 30.82 | 41.75 | 20.47 |
| Draw Down(%) | NA | 18.10 | 20.19 | 31.94 | 31.94 | NA | NA | … | … | 0.00 | 20.19 | 6.05 | 20.65 | 18.12 | 14.36 | 7.12 | 18.45 | 29.88 | 15.75 | 24.73 | 56.83 | 9.95 |
| Yield(%) | 0.00 | 1.10 | 0.73 | 5.72 | 12.91 | 4.67 | 3.50 | … | … | 0.00 | 1.06 | 0.93 | 0.04 | 5.75 | 23.39 | 34.22 | 1.05 | 5.54 | 0.00 | 0.00 | 3.78 | 15.40 |
Data as of 03/26/2019, 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 |
|---|---|---|---|---|
| WIMGX (WESTCORE MID-CAP VALUE DIVIDEND FUND II WESTCORE MID-CAP VALUE DIVIDEND FUND II-INSTITUTIONAL CLASS) |
-5.58%
Dec 2015 – Dec 2018 |
-5.28%
Feb 2014 – Feb 2019 |
3.88%
Nov 2007 – Nov 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WIMGX (WESTCORE MID-CAP VALUE DIVIDEND FUND II WESTCORE MID-CAP VALUE DIVIDEND FUND II-INSTITUTIONAL CLASS) |
32.27%
Feb 2009 – Feb 2012 |
28.19%
Feb 2009 – Feb 2014 |
10.44%
Nov 2008 – Nov 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart