Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTSDX (WESTCORE SMID-CAP VALUE DIVIDEND FUND WESTCORE SMID-CAP VALUE DIVIDEND FUND-RETAIL CLASS) | NA | 4.59% | NA | NA | NA | NA | NA | … | … |
Data as of 11/01/2019, Common starting date is 12/19/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTSDX (WESTCORE SMID-CAP VALUE DIVIDEND FUND WESTCORE SMID-CAP VALUE DIVIDEND FUND-RETAIL CLASS) | 12/19/2016 | 11/01/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 4.59 | NA | NA | NA | NA | NA | … | … | 15.27 | -14.82 | 1.53 | -0.70 |
| Sharpe Ratio | NA | 0.10 | NA | NA | NA | NA | NA | … | … | 1.30 | -1.09 | 0.08 | -1.77 |
| Standard Deviation(%) | NA | 14.51 | NA | NA | NA | NA | NA | … | … | 12.98 | 14.86 | 10.85 | 10.25 |
| Draw Down(%) | NA | 17.16 | NA | NA | NA | NA | NA | … | … | 7.05 | 23.16 | 9.30 | 1.59 |
| Yield(%) | 0.00 | 2.59 | 1.36 | 0.82 | 0.41 | 0.27 | 0.20 | … | … | 1.77 | 0.98 | 1.61 | 0.00 |
Data as of 11/01/2019, Common starting date is 12/19/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTSDX (WESTCORE SMID-CAP VALUE DIVIDEND FUND WESTCORE SMID-CAP VALUE DIVIDEND FUND-RETAIL CLASS) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTSDX (WESTCORE SMID-CAP VALUE DIVIDEND FUND WESTCORE SMID-CAP VALUE DIVIDEND FUND-RETAIL CLASS) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart