Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTMVX (WESTCORE GLOBAL LARGE-CAP DIVIDEND FUND WESTCORE GLOBAL LARGE-CAP DIVIDEND FUND-RETAIL CLASS) | 14.07% | 20.29% | 17.09% | 8.40% | 7.35% | 8.04% | 6.07% | … | … |
Data as of 06/04/2026, Common starting date is 06/29/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTMVX (WESTCORE GLOBAL LARGE-CAP DIVIDEND FUND WESTCORE GLOBAL LARGE-CAP DIVIDEND FUND-RETAIL CLASS) | 06/29/1988 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 (%) | 1.82 | 20.29 | 17.09 | 8.40 | 7.35 | 8.04 | 6.07 | … | … | 14.07 | 9.82 | 16.28 | 21.65 | -20.18 | 18.68 | -13.43 | 25.37 | -8.75 | 19.57 | 8.58 | -0.69 | 4.50 | 24.68 | 13.33 | 5.19 | 3.99 | 29.87 | -36.20 | 3.03 | 12.24 | 7.77 | 12.65 | 27.57 | -20.39 | -2.96 | 0.45 | 5.09 | 17.89 | 30.92 | 21.24 | 25.95 | -1.15 | 3.06 | -3.44 | 32.27 | -2.08 | 18.82 | -0.09 |
| Sharpe Ratio | NA | 1.28 | 0.92 | 0.32 | 0.32 | NA | NA | … | … | 1.83 | 0.40 | 1.03 | 1.48 | -0.87 | 1.22 | -0.39 | 2.48 | -0.93 | 2.95 | 0.67 | -0.05 | 0.47 | 2.45 | 1.09 | 0.24 | 0.22 | 1.08 | -0.89 | -0.01 | 0.85 | 0.52 | 0.98 | 1.62 | -0.91 | -0.31 | -0.18 | 0.10 | 0.72 | 1.70 | 1.51 | 1.92 | -0.43 | 0.07 | -0.49 | 1.93 | -0.45 | 1.00 | -0.48 |
| Standard Deviation(%) | NA | 13.19 | 14.39 | 17.13 | 17.69 | NA | NA | … | … | 16.13 | 17.20 | 12.24 | 12.30 | 24.83 | 15.33 | 35.19 | 9.63 | 10.93 | 6.43 | 12.40 | 13.36 | 9.63 | 10.05 | 12.27 | 21.91 | 17.88 | 27.68 | 41.80 | 16.18 | 10.39 | 10.65 | 11.95 | 16.58 | 23.59 | 17.48 | 21.10 | 17.54 | 20.13 | 15.96 | 11.51 | 11.43 | 9.79 | 12.90 | 11.98 | 14.60 | 16.94 | 12.84 | 11.50 |
| Draw Down(%) | NA | 10.58 | 17.63 | 30.93 | 35.43 | NA | NA | … | … | 10.58 | 17.56 | 6.43 | 10.53 | 26.59 | 10.27 | 35.43 | 6.31 | 17.19 | 3.32 | 7.62 | 11.81 | 9.51 | 6.70 | 9.45 | 17.01 | 17.16 | 23.71 | 49.19 | 10.24 | 9.14 | 6.84 | 10.85 | 14.72 | 34.28 | 23.77 | 9.56 | 15.23 | 24.22 | 10.05 | 7.19 | 9.49 | 8.85 | 10.13 | 9.05 | 7.20 | 21.68 | 10.45 | 7.38 |
| Yield(%) | 0.00 | 5.71 | 5.77 | 3.30 | 4.48 | 6.64 | 5.13 | … | … | 0.00 | 5.97 | 6.30 | 4.07 | 0.24 | 0.42 | 1.66 | 9.84 | 5.78 | 5.77 | 4.98 | 10.00 | 7.50 | 32.11 | 8.81 | 1.84 | 0.63 | 0.53 | 0.62 | 7.22 | 6.04 | 8.38 | 0.00 | 0.79 | 1.38 | 6.55 | 13.95 | 15.15 | 16.23 | 26.23 | 19.66 | 2.06 | 1.49 | 3.12 | 1.78 | 3.34 | 2.60 | 5.48 | 1.70 |
Data as of 06/04/2026, Common starting date is 06/29/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTMVX (WESTCORE GLOBAL LARGE-CAP DIVIDEND FUND WESTCORE GLOBAL LARGE-CAP DIVIDEND FUND-RETAIL CLASS) |
-14.89%
Feb 2006 – Feb 2009 |
-5.58%
Feb 2004 – Feb 2009 |
-1.84%
Feb 1999 – Feb 2009 |
2.38%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTMVX (WESTCORE GLOBAL LARGE-CAP DIVIDEND FUND WESTCORE GLOBAL LARGE-CAP DIVIDEND FUND-RETAIL CLASS) |
27.34%
Mar 1995 – Mar 1998 |
20.76%
Jun 1994 – Jun 1999 |
13.88%
Oct 1990 – Oct 2000 |
9.95%
Oct 1990 – Oct 2005 |
Annualized Rolling Returns Comparison Chart