Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WISGX (WESTCORE SMALL-CAP GROWTH FUND-INSTITUTIONAL CLASS) | 18.07% | 31.86% | 17.67% | 4.92% | 14.16% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/24/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WISGX (WESTCORE SMALL-CAP GROWTH FUND-INSTITUTIONAL CLASS) | 12/24/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.03 | 31.86 | 17.67 | 4.92 | 14.16 | NA | NA | … | … | 18.07 | 9.33 | 15.75 | 18.32 | -32.48 | 11.79 | 57.84 | 28.67 | 3.03 | 25.94 | 9.22 | -4.37 | 4.24 | 0.70 |
| Sharpe Ratio | NA | 1.50 | 0.70 | 0.08 | 0.53 | NA | NA | … | … | 1.81 | 0.27 | 0.54 | 0.79 | -0.94 | 0.52 | 1.48 | 1.70 | 0.08 | 2.20 | 0.45 | -0.24 | 0.21 | 8.46 |
| Standard Deviation(%) | NA | 20.32 | 21.04 | 24.47 | 24.03 | NA | NA | … | … | 23.58 | 24.07 | 18.97 | 17.89 | 36.06 | 22.44 | 38.75 | 16.05 | 20.82 | 11.56 | 20.22 | 18.35 | 19.79 | 6.47 |
| Draw Down(%) | NA | 11.66 | 28.87 | 43.22 | 43.22 | NA | NA | … | … | 11.66 | 26.30 | 10.03 | 15.74 | 37.75 | 15.29 | 34.69 | 8.98 | 25.39 | 5.10 | 20.42 | 17.13 | 19.75 | 0.30 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 4.06 | 2.71 | 2.04 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 23.74 | 8.99 | 0.00 | 0.09 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/24/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WISGX (WESTCORE SMALL-CAP GROWTH FUND-INSTITUTIONAL CLASS) |
-6.24%
Apr 2021 – Apr 2024 |
1.91%
Mar 2021 – Mar 2026 |
9.29%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WISGX (WESTCORE SMALL-CAP GROWTH FUND-INSTITUTIONAL CLASS) |
31.43%
Dec 2018 – Dec 2021 |
28.36%
Feb 2016 – Feb 2021 |
14.73%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart