Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WTCOX (WESTCORE COLORADO TAX-EXEMPT FUND WESTCORE COLORADO TAX-EXEMPT FUND-RETAIL CLASS) | -0.54% | 0.43% | 0.91% | -0.11% | 1.70% | 2.29% | 2.72% | 3.83% |
Data as of 07/24/2025, AR inception is 06/19/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTCOX (WESTCORE COLORADO TAX-EXEMPT FUND WESTCORE COLORADO TAX-EXEMPT FUND-RETAIL CLASS) | 06/19/1991 | 07/24/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.43 | 0.91 | -0.11 | 1.70 | 2.29 | 2.72 | 3.83 | -0.54 | 2.08 | 5.05 | -10.61 | 1.88 | 5.09 | 6.62 | 0.70 | 5.13 | -0.09 | 3.03 | 7.25 | -2.55 | 5.56 | 8.90 | 1.46 | 10.73 | -1.33 | 2.85 | 4.02 | 1.54 | 2.58 | 3.87 | 6.91 | 4.39 | 9.05 | -2.21 | 5.60 | 7.38 | 4.29 | 13.04 | -3.24 | 9.84 | 8.07 | 7.18 |
| Sharpe Ratio | NA | -0.90 | -0.77 | -0.75 | 0.09 | NA | NA | 0.73 | -1.13 | -1.80 | 0.27 | -3.06 | 1.33 | 0.70 | 3.45 | -0.44 | 2.95 | -0.14 | 1.89 | 4.91 | -0.92 | 2.47 | 3.95 | 0.60 | 3.92 | -0.45 | -0.07 | 0.41 | -0.32 | 0.64 | 1.22 | 2.49 | 1.05 | 2.89 | -2.82 | 1.02 | 1.66 | 0.24 | 3.43 | -1.48 | 3.48 | 2.62 | 7.67 |
| Standard Deviation(%) | NA | 3.38 | 3.12 | 2.86 | 3.17 | NA | NA | 2.75 | 3.73 | 2.51 | 2.96 | 3.93 | 1.39 | 6.90 | 1.51 | 1.40 | 1.53 | 2.13 | 1.59 | 1.47 | 2.80 | 2.25 | 2.24 | 2.28 | 2.71 | 4.94 | 2.00 | 1.84 | 2.00 | 2.55 | 2.60 | 2.33 | 1.99 | 1.72 | 1.93 | 2.24 | 2.31 | 3.33 | 2.68 | 4.18 | 2.22 | 2.15 | 1.35 |
| Draw Down(%) | NA | 3.17 | 8.05 | 13.59 | 13.59 | NA | NA | 13.59 | 3.07 | 1.79 | 4.25 | 13.51 | 1.82 | 9.81 | 1.27 | 1.56 | 0.73 | 4.83 | 1.84 | 0.80 | 6.37 | 1.94 | 1.91 | 4.55 | 2.15 | 8.63 | 1.74 | 1.24 | 1.84 | 4.12 | 4.10 | 2.68 | 2.96 | 2.23 | 4.30 | 1.88 | 2.13 | 3.32 | 1.20 | 7.16 | 1.84 | 1.75 | 0.40 |
| Yield(%) | 0.00 | 3.11 | 3.02 | 2.63 | 2.81 | 2.96 | 3.15 | 4.08 | 1.39 | 3.40 | 3.18 | 2.55 | 2.19 | 2.78 | 3.10 | 2.99 | 2.86 | 2.87 | 2.71 | 2.95 | 2.97 | 3.16 | 3.71 | 3.29 | 3.83 | 3.77 | 3.85 | 3.84 | 3.69 | 3.65 | 3.04 | 2.92 | 4.06 | 4.36 | 4.09 | 4.30 | 4.70 | 4.62 | 5.27 | 4.91 | 5.25 | 5.58 | 3.24 |
Data as of 07/24/2025, AR inception is 06/19/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTCOX (WESTCORE COLORADO TAX-EXEMPT FUND WESTCORE COLORADO TAX-EXEMPT FUND-RETAIL CLASS) |
-3.07%
Oct 2020 - Oct 2023 |
0.10%
Oct 2017 - Oct 2022 |
1.27%
Oct 2012 - Oct 2022 |
2.38%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTCOX (WESTCORE COLORADO TAX-EXEMPT FUND WESTCORE COLORADO TAX-EXEMPT FUND-RETAIL CLASS) |
8.28%
Nov 1994 - Nov 1997 |
6.80%
Jul 1991 - Jul 1996 |
6.07%
Aug 1991 - Aug 2001 |
5.13%
Aug 1991 - Aug 2006 |
Annualized Rolling Returns Comparison Chart