Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTIFX (WESTCORE INTERNATIONAL SMALL-CAP FUND WESTCORE INTERNATIONAL SMALL-CAP FUND-RETAIL CLASS) | NA | -2,137,134.98% | nan% | nan% | nan% | nan% | nan% | … | … |
Data as of 06/30/2023, Common starting date is 12/28/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTIFX (WESTCORE INTERNATIONAL SMALL-CAP FUND WESTCORE INTERNATIONAL SMALL-CAP FUND-RETAIL CLASS) | 12/28/1999 | 06/30/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1,843,629.41 | -2,137,134.98 | nan | nan | nan | nan | nan | … | … | -2,050,868.21 | -33.80 | 16.49 | 33.21 | 43.01 | -23.32 | 33.64 | 1.60 | 1.05 | -18.82 | 22.36 | 24.84 | -5.75 | 35.24 | 64.17 | -48.86 | 2.94 | 18.77 | 19.51 | 3.24 | 58.11 | -18.42 | -20.92 | -5.61 | 1.08 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | -1.34 | 0.97 | 1.01 | 3.32 | -1.60 | 4.16 | 0.09 | 0.07 | -2.03 | 2.02 | 2.06 | -0.29 | 2.18 | 2.62 | -1.31 | -0.01 | 1.03 | 1.76 | 0.17 | 3.39 | -1.21 | -1.46 | -0.39 | 80.50 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 26.42 | 17.04 | 32.63 | 12.51 | 15.52 | 7.97 | 15.71 | 13.74 | 9.29 | 11.06 | 12.13 | 20.01 | 16.12 | 24.47 | 37.88 | 15.57 | 14.93 | 9.80 | 13.44 | 16.95 | 16.21 | 16.20 | 25.18 | 1.77 |
| Draw Down(%) | NA | 1,781,295.48 | 1,273,981.61 | 1,273,981.61 | 1,273,981.61 | NA | NA | … | … | 1,781,295.48 | 44.70 | 14.85 | 40.31 | 8.07 | 30.43 | 3.11 | 12.51 | 19.79 | 21.16 | 8.76 | 12.05 | 22.24 | 14.39 | 17.30 | 59.07 | 17.03 | 18.45 | 7.67 | 14.67 | 18.37 | 35.23 | 35.81 | 39.16 | 0.00 |
| Yield(%) | 100.01 | 114.39 | 41.71 | 24.19 | 15.35 | 15.08 | 19.24 | … | … | 110.16 | 8.30 | 8.91 | 6.79 | 0.00 | 13.35 | 2.52 | 4.83 | 7.53 | 2.53 | 3.64 | 1.50 | 1.55 | 0.70 | 1.80 | 1.21 | 2.75 | 1.00 | 0.28 | 0.12 | 0.07 | 0.00 | 0.00 | 0.00 | 0.10 |
Data as of 06/30/2023, Common starting date is 12/28/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTIFX (WESTCORE INTERNATIONAL SMALL-CAP FUND WESTCORE INTERNATIONAL SMALL-CAP FUND-RETAIL CLASS) |
-24.77%
Mar 2000 – Mar 2003 |
-7.05%
Feb 2004 – Feb 2009 |
-0.82%
Feb 2000 – Feb 2010 |
2.56%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTIFX (WESTCORE INTERNATIONAL SMALL-CAP FUND WESTCORE INTERNATIONAL SMALL-CAP FUND-RETAIL CLASS) |
36.17%
Feb 2009 – Feb 2012 |
27.72%
Feb 2009 – Feb 2014 |
13.82%
Mar 2003 – Mar 2013 |
11.14%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart