Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTMIX (WESTCORE MICRO-CAP OPPORTUNITY FUND WESTCORE MICRO-CAP OPPORTUNITY FUND-RETAIL CLASS) | NA | -61.01% | -24.92% | -14.34% | -0.74% | NA | NA | … | … |
Data as of 04/08/2020, Common starting date is 06/25/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTMIX (WESTCORE MICRO-CAP OPPORTUNITY FUND WESTCORE MICRO-CAP OPPORTUNITY FUND-RETAIL CLASS) | 06/25/2008 | 04/08/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -56.06 | -61.01 | -24.92 | -14.34 | -0.74 | NA | NA | … | … | -62.37 | 16.52 | -13.06 | 5.70 | 24.49 | -4.93 | 2.48 | 46.19 | 15.61 | -3.55 | 33.49 | 15.16 | -24.04 |
| Sharpe Ratio | NA | -0.75 | -0.53 | -0.38 | -0.04 | NA | NA | … | … | -0.62 | 1.06 | -0.91 | 0.40 | 1.41 | -0.33 | 0.15 | 3.06 | 0.92 | -0.11 | 1.30 | 0.42 | -0.76 |
| Standard Deviation(%) | NA | 83.16 | 49.59 | 39.74 | 32.24 | NA | NA | … | … | 158.36 | 14.24 | 15.85 | 12.77 | 17.15 | 15.18 | 16.62 | 15.09 | 17.02 | 32.61 | 25.74 | 36.19 | 54.56 |
| Draw Down(%) | NA | 62.47 | 65.88 | 65.88 | 65.88 | NA | NA | … | … | 62.47 | 12.87 | 26.41 | 8.47 | 12.64 | 13.13 | 12.63 | 5.92 | 14.12 | 28.47 | 19.27 | 34.59 | 44.04 |
| Yield(%) | 0.00 | 1.91 | 16.33 | 11.65 | 11.97 | 7.99 | 6.00 | … | … | 1.85 | 0.00 | 33.58 | 14.69 | 4.27 | 7.46 | 0.94 | 2.81 | 4.69 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/08/2020, Common starting date is 06/25/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTMIX (WESTCORE MICRO-CAP OPPORTUNITY FUND WESTCORE MICRO-CAP OPPORTUNITY FUND-RETAIL CLASS) |
-1.67%
Mar 2017 – Mar 2020 |
1.35%
Mar 2015 – Mar 2020 |
8.21%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTMIX (WESTCORE MICRO-CAP OPPORTUNITY FUND WESTCORE MICRO-CAP OPPORTUNITY FUND-RETAIL CLASS) |
28.69%
Feb 2009 – Feb 2012 |
26.99%
Feb 2009 – Feb 2014 |
15.51%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart