Performance Comparison
Comparison Box

Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/01/2019.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
WTEIX (WESTCORE LARGE-CAP DIVIDEND FUND WESTCORE LARGE-CAP DIVIDEND FUND-RETAIL CLASS) NA 17.51% 11.44% 9.07% 13.20% 7.68% 6.85% 7.70%
More Performance Analytics Comparison
Name Start Date End Date
WTEIX (WESTCORE LARGE-CAP DIVIDEND FUND WESTCORE LARGE-CAP DIVIDEND FUND-RETAIL CLASS) 06/29/1988 05/01/2019
The return data shown below all have the same latest date: 05/01/2019.
AR inception is since 06/29/1988.
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 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 1990 1989 1988
Annualized Return (%) -0.32 17.51 11.44 9.07 13.20 7.68 6.85 7.70 17.40 -1.35 16.73 -0.38 4.43 6.79 32.93 15.13 -0.64 15.26 39.55 -45.34 22.48 4.60 6.23 11.18 31.87 -21.68 -13.49 3.75 46.15 6.63 27.25 23.24 15.35 -10.78 5.96 2.36 30.56 -6.12 9.02 -9.85
Sharpe Ratio NA 1.24 0.93 0.62 0.77 NA NA 0.30 6.10 -0.18 2.36 -0.04 0.26 0.45 2.47 1.01 -0.03 0.76 1.53 -1.19 1.08 0.09 0.34 0.88 1.92 -0.95 -0.72 -0.01 2.18 0.16 1.69 1.86 1.23 -1.35 0.39 0.00 2.44 -0.88 0.19 -1.64
Standard Deviation(%) NA 12.93 11.68 13.82 16.71 NA NA 17.81 10.02 15.08 6.85 15.15 16.94 15.05 13.34 15.00 26.04 20.07 25.78 38.77 18.14 13.90 12.04 11.69 16.26 23.89 22.36 26.79 19.68 21.05 13.96 10.55 9.32 10.17 10.02 9.13 10.92 12.87 17.75 14.42
Draw Down(%) NA 16.15 16.15 18.96 20.27 NA NA 55.99 2.22 16.15 2.66 14.29 13.10 9.50 6.68 12.07 20.27 17.92 20.64 53.07 10.34 13.70 9.39 9.54 10.34 30.75 28.80 18.71 13.18 29.02 8.57 8.14 6.23 13.42 6.89 6.70 6.57 14.19 17.85 11.77
Yield(%) 0.00 9.11 17.44 16.92 19.44 10.79 8.88 9.92 0.56 8.77 22.20 29.36 34.04 26.94 18.57 2.16 0.00 0.00 0.06 4.11 6.42 0.05 0.51 2.02 1.29 1.66 0.84 15.99 25.97 8.12 16.00 14.23 2.43 2.29 4.88 1.92 5.26 3.01 5.10 1.85
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WTEIX (WESTCORE LARGE-CAP DIVIDEND FUND WESTCORE LARGE-CAP DIVIDEND FUND-RETAIL CLASS) -15.69%
Feb 2006 - Feb 2009 		-6.50%
Feb 2004 - Feb 2009 		-1.73%
Aug 2000 - Aug 2010 		3.68%
Feb 1994 - Feb 2009
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WTEIX (WESTCORE LARGE-CAP DIVIDEND FUND WESTCORE LARGE-CAP DIVIDEND FUND-RETAIL CLASS) 31.31%
Mar 1997 - Mar 2000 		25.17%
Mar 1995 - Mar 2000 		15.07%
Aug 1990 - Aug 2000 		9.59%
Jan 1991 - Jan 2006
Annualized Rolling Returns Comparison Chart