Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WITAX (WESTCORE MUNICIPAL OPPORTUNITIES FUND WESTCORE MUNICIPAL OPPORTUNITIES FUND-INSTITUTIONAL CLASS) | 1.68% | 6.46% | 4.74% | 0.95% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/19/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WITAX (WESTCORE MUNICIPAL OPPORTUNITIES FUND WESTCORE MUNICIPAL OPPORTUNITIES FUND-INSTITUTIONAL CLASS) | 12/19/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 6.46 | 4.74 | 0.95 | NA | NA | NA | … | … | 1.68 | 5.34 | 3.09 | 5.51 | -11.11 | 2.87 | 6.71 | 7.20 | 1.46 | 6.75 | 0.89 |
| Sharpe Ratio | NA | 2.03 | 0.63 | -0.54 | NA | NA | NA | … | … | 0.55 | 0.83 | -0.22 | 0.64 | -3.24 | 1.91 | 1.00 | 3.96 | 0.06 | 3.37 | 24.32 |
| Standard Deviation(%) | NA | 1.82 | 2.72 | 2.90 | NA | NA | NA | … | … | 2.07 | 2.99 | 2.44 | 2.94 | 3.89 | 1.49 | 6.41 | 1.45 | 1.30 | 1.81 | 1.32 |
| Draw Down(%) | NA | 1.72 | 3.27 | 13.87 | NA | NA | NA | … | … | 1.72 | 2.89 | 1.73 | 3.43 | 13.75 | 1.80 | 9.21 | 1.20 | 1.35 | 0.66 | 0.00 |
| Yield(%) | 0.00 | 3.33 | 3.57 | 2.97 | 3.15 | 2.10 | 1.57 | … | … | 1.16 | 3.57 | 3.65 | 3.67 | 2.73 | 2.75 | 3.41 | 4.31 | 3.48 | 2.20 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/19/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WITAX (WESTCORE MUNICIPAL OPPORTUNITIES FUND WESTCORE MUNICIPAL OPPORTUNITIES FUND-INSTITUTIONAL CLASS) |
-2.58%
Oct 2020 – Oct 2023 |
0.67%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WITAX (WESTCORE MUNICIPAL OPPORTUNITIES FUND WESTCORE MUNICIPAL OPPORTUNITIES FUND-INSTITUTIONAL CLASS) |
5.87%
Jul 2018 – Jul 2021 |
4.37%
Jan 2017 – Jan 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart