Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WTMCX (WESTCORE MID-CAP VALUE DIVIDEND FUND WESTCORE MID-CAP VALUE DIVIDEND FUND-RETAIL CLASS) | NA | -9.89% | -0.39% | 3.83% | 8.61% | 5.25% | 5.27% | 6.46% |
Data as of 09/17/2020, AR inception is 12/14/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTMCX (WESTCORE MID-CAP VALUE DIVIDEND FUND WESTCORE MID-CAP VALUE DIVIDEND FUND-RETAIL CLASS) | 12/14/1999 | 09/17/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.05 | -9.89 | -0.39 | 3.83 | 8.61 | 5.25 | 5.27 | 6.46 | -13.32 | 22.04 | -14.12 | 6.02 | 22.76 | -1.50 | 12.70 | 30.57 | 12.39 | -0.02 | 20.18 | 31.95 | -42.38 | 1.61 | 12.20 | 15.97 | 20.71 | 38.50 | -19.18 | -1.12 | 0.90 | 8.10 |
| Sharpe Ratio | NA | -0.36 | -0.10 | 0.12 | 0.45 | NA | NA | 0.23 | -0.42 | 1.85 | -1.14 | 0.65 | 1.63 | -0.11 | 1.19 | 2.76 | 1.00 | 0.00 | 0.99 | 1.00 | -0.94 | -0.08 | 0.84 | 1.21 | 1.45 | 2.38 | -0.88 | -0.15 | -0.12 | 30.49 |
| Standard Deviation(%) | NA | 36.92 | 23.58 | 19.90 | 17.64 | NA | NA | 21.24 | 43.50 | 11.14 | 13.57 | 8.38 | 13.76 | 14.04 | 10.68 | 11.07 | 12.42 | 23.65 | 20.21 | 31.72 | 45.70 | 17.33 | 10.60 | 11.42 | 13.59 | 15.90 | 23.06 | 22.98 | 27.10 | 13.42 |
| Draw Down(%) | NA | 41.73 | 41.73 | 41.73 | 41.73 | NA | NA | 62.00 | 41.73 | 5.23 | 21.88 | 6.45 | 9.76 | 10.16 | 8.29 | 5.27 | 9.70 | 20.96 | 16.03 | 27.34 | 57.59 | 15.28 | 8.35 | 7.59 | 12.02 | 13.20 | 35.25 | 28.39 | 21.72 | 0.78 |
| Yield(%) | 0.00 | 5.46 | 6.67 | 7.37 | 8.13 | 5.30 | 5.18 | 6.48 | 2.61 | 3.51 | 6.99 | 8.03 | 5.84 | 11.11 | 9.26 | 1.18 | 1.27 | 0.85 | 0.59 | 0.86 | 0.94 | 1.22 | 1.91 | 7.52 | 5.18 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 |
Data as of 09/17/2020, AR inception is 12/14/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTMCX (WESTCORE MID-CAP VALUE DIVIDEND FUND WESTCORE MID-CAP VALUE DIVIDEND FUND-RETAIL CLASS) |
-19.10%
Feb 2006 - Feb 2009 |
-5.85%
Feb 2004 - Feb 2009 |
1.18%
Aug 2000 - Aug 2010 |
4.35%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTMCX (WESTCORE MID-CAP VALUE DIVIDEND FUND WESTCORE MID-CAP VALUE DIVIDEND FUND-RETAIL CLASS) |
28.25%
Mar 2003 - Mar 2006 |
22.80%
Feb 2009 - Feb 2014 |
14.56%
Feb 2009 - Feb 2019 |
10.52%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart