Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WTLTX (WESTCORE FLEXIBLE INCOME FUND WESTCORE FLEXIBLE INCOME FUND-RETAIL CLASS) | 3.52% | 5.89% | 7.16% | 3.89% | 4.53% | 5.33% | 4.61% | 6.10% |
Data as of 07/18/2025, AR inception is 06/29/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTLTX (WESTCORE FLEXIBLE INCOME FUND WESTCORE FLEXIBLE INCOME FUND-RETAIL CLASS) | 06/29/1988 | 07/18/2025 |
| 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 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | 5.89 | 7.16 | 3.89 | 4.53 | 5.33 | 4.61 | 6.10 | 3.52 | 5.15 | 12.14 | -9.73 | 3.14 | 7.30 | 12.21 | -2.20 | 6.19 | 12.78 | -1.65 | 5.01 | 4.30 | 10.48 | 8.12 | 12.09 | 40.13 | -29.99 | -3.46 | 14.25 | -0.35 | 10.40 | 27.26 | -0.81 | 6.19 | 10.73 | -7.89 | 10.21 | 13.96 | 0.75 | 26.71 | -7.15 | 0.90 | 5.66 | 19.45 | 4.00 | 15.30 | 4.01 |
| Sharpe Ratio | NA | 0.97 | 0.86 | 0.46 | 0.65 | NA | NA | 0.66 | 1.00 | -0.49 | 1.60 | -1.61 | 1.40 | 0.75 | 4.78 | -1.51 | 3.12 | 2.67 | -0.46 | 1.80 | 1.65 | 4.73 | 2.14 | 4.14 | 6.48 | -3.78 | -1.51 | 3.52 | -0.65 | 2.47 | 7.34 | -0.40 | 0.76 | 0.98 | -1.34 | 0.92 | 1.74 | -0.34 | 3.40 | -1.30 | -0.08 | 0.55 | 2.87 | -0.17 | 1.91 | 0.24 |
| Standard Deviation(%) | NA | 2.92 | 4.55 | 4.43 | 4.77 | NA | NA | 6.01 | 3.35 | 2.91 | 4.98 | 6.92 | 2.22 | 9.40 | 2.26 | 2.33 | 1.79 | 4.71 | 3.65 | 2.78 | 2.59 | 2.22 | 3.78 | 2.90 | 6.18 | 8.16 | 4.28 | 3.14 | 3.88 | 3.84 | 3.62 | 4.81 | 5.14 | 6.80 | 8.27 | 7.52 | 5.98 | 8.06 | 6.72 | 7.76 | 15.14 | 5.94 | 5.45 | 7.25 | 5.02 | 12.25 |
| Draw Down(%) | NA | 2.60 | 7.18 | 13.33 | 16.96 | NA | NA | 38.49 | 2.60 | 1.86 | 3.64 | 13.09 | 2.18 | 16.96 | 0.69 | 3.75 | 1.67 | 4.34 | 6.08 | 3.01 | 4.54 | 2.09 | 4.72 | 3.64 | 7.56 | 33.25 | 8.08 | 1.33 | 5.60 | 6.70 | 3.33 | 10.83 | 6.26 | 6.11 | 9.31 | 6.79 | 4.18 | 8.14 | 3.88 | 11.68 | 15.99 | 4.25 | 2.39 | 6.24 | 2.61 | 3.39 |
| Yield(%) | 0.00 | 3.47 | 4.21 | 3.79 | 4.27 | 5.00 | 4.47 | 5.82 | 1.42 | 4.27 | 4.52 | 3.69 | 3.41 | 3.99 | 5.21 | 4.43 | 4.62 | 4.88 | 4.98 | 5.28 | 5.40 | 5.88 | 6.09 | 6.26 | 8.28 | 6.53 | 6.10 | 6.75 | 6.43 | 6.77 | 7.28 | 7.81 | 7.83 | 6.55 | 6.47 | 6.17 | 9.07 | 7.54 | 6.93 | 5.86 | 6.69 | 7.28 | 10.00 | 8.41 | 9.26 | 5.11 |
Data as of 07/18/2025, AR inception is 06/29/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTLTX (WESTCORE FLEXIBLE INCOME FUND WESTCORE FLEXIBLE INCOME FUND-RETAIL CLASS) |
-9.21%
Feb 2006 - Feb 2009 |
-3.85%
Feb 2004 - Feb 2009 |
1.32%
Nov 1998 - Nov 2008 |
2.67%
Nov 1993 - Nov 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTLTX (WESTCORE FLEXIBLE INCOME FUND WESTCORE FLEXIBLE INCOME FUND-RETAIL CLASS) |
21.07%
Feb 2009 - Feb 2012 |
15.08%
Feb 2009 - Feb 2014 |
9.62%
Feb 2009 - Feb 2019 |
8.02%
Feb 1989 - Feb 2004 |
Annualized Rolling Returns Comparison Chart