Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTMGX (WESTCORE MID-CAP VALUE DIVIDEND FUND II WESTCORE MID-CAP VALUE DIVIDEND FUND II-RETAIL CLASS) | NA | -14.04% | -2.44% | -4.06% | 8.40% | 3.82% | 4.47% | … | … |
Data as of 03/26/2019, Common starting date is 09/29/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTMGX (WESTCORE MID-CAP VALUE DIVIDEND FUND II WESTCORE MID-CAP VALUE DIVIDEND FUND II-RETAIL CLASS) | 09/29/1987 | 03/26/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | 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 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -14.04 | -2.44 | -4.06 | 8.40 | 3.82 | 4.47 | … | … | 0.00 | -16.39 | 6.82 | -6.24 | -5.08 | 4.57 | 44.66 | 4.64 | -7.19 | 30.19 | 46.48 | -44.92 | 11.37 | 12.16 | 4.64 | 12.48 | 41.19 | -17.94 | -10.45 | -17.51 | 59.31 | 10.40 | 14.89 | 16.98 | 22.89 | -4.23 | 10.47 | -0.94 | 53.98 | -2.50 | 8.53 | 4.88 | -18.61 |
| Sharpe Ratio | NA | -1.51 | -0.28 | -0.32 | 0.44 | NA | NA | … | … | 0.00 | -1.39 | 0.74 | -0.38 | -0.30 | 0.25 | 2.83 | 0.27 | -0.25 | 1.45 | 1.52 | -1.09 | 0.48 | 0.60 | 0.20 | 0.79 | 2.37 | -0.79 | -0.46 | -0.49 | 2.48 | 0.28 | 0.59 | 0.86 | 1.34 | -0.49 | 0.56 | -0.20 | 2.66 | -0.43 | 0.14 | 0.01 | -0.94 |
| Standard Deviation(%) | NA | 10.27 | 11.26 | 14.34 | 18.59 | NA | NA | … | … | NA | 12.74 | 8.36 | 16.79 | 16.97 | 17.86 | 15.76 | 17.32 | 29.23 | 20.82 | 30.59 | 41.84 | 17.52 | 14.80 | 12.45 | 14.60 | 17.07 | 23.98 | 28.22 | 44.25 | 22.61 | 25.18 | 19.21 | 15.50 | 14.19 | 14.76 | 14.92 | 16.61 | 18.82 | 17.96 | 20.74 | 15.47 | 62.60 |
| Draw Down(%) | NA | 18.12 | 20.26 | 32.14 | 32.14 | NA | NA | … | … | 0.00 | 20.26 | 6.01 | 20.92 | 18.18 | 14.56 | 7.06 | 18.44 | 29.91 | 15.81 | 24.53 | 56.77 | 10.17 | 14.29 | 11.76 | 17.29 | 8.72 | 28.57 | 34.71 | 43.27 | 12.20 | 33.89 | 16.47 | 15.66 | 7.49 | 13.66 | 10.76 | 19.77 | 11.65 | 24.84 | 24.10 | 10.49 | 39.82 |
| Yield(%) | 0.00 | 1.00 | 0.72 | 5.79 | 12.94 | 7.35 | 6.80 | … | … | 0.00 | 0.96 | 1.00 | 0.04 | 5.88 | 23.67 | 34.50 | 1.06 | 5.56 | 0.00 | 0.00 | 3.79 | 18.24 | 16.71 | 0.23 | 0.00 | 0.00 | 0.00 | 0.00 | 49.40 | 47.25 | 12.82 | 16.15 | 15.31 | 0.00 | 0.00 | 0.01 | 0.03 | 3.27 | 0.74 | 2.64 | 0.78 | 7.37 |
Data as of 03/26/2019, Common starting date is 09/29/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTMGX (WESTCORE MID-CAP VALUE DIVIDEND FUND II WESTCORE MID-CAP VALUE DIVIDEND FUND II-RETAIL CLASS) |
-21.28%
Feb 2000 – Feb 2003 |
-7.93%
Feb 2004 – Feb 2009 |
-1.83%
Feb 2000 – Feb 2010 |
3.31%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTMGX (WESTCORE MID-CAP VALUE DIVIDEND FUND II WESTCORE MID-CAP VALUE DIVIDEND FUND II-RETAIL CLASS) |
37.45%
Feb 1997 – Feb 2000 |
28.38%
Feb 1995 – Feb 2000 |
19.47%
Feb 1990 – Feb 2000 |
10.91%
Oct 1990 – Oct 2005 |
Annualized Rolling Returns Comparison Chart