Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTSGX (WESTCORE SMALL-CAP GROWTH FUND WESTCORE SMALL-CAP GROWTH FUND-RETAIL CLASS) | 17.98% | 31.60% | 17.47% | 4.74% | 13.97% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/24/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTSGX (WESTCORE SMALL-CAP GROWTH FUND WESTCORE SMALL-CAP GROWTH FUND-RETAIL CLASS) | 12/24/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.03 | 31.60 | 17.47 | 4.74 | 13.97 | NA | NA | … | … | 17.98 | 9.09 | 16.53 | 18.10 | -32.59 | 11.62 | 57.67 | 28.47 | 2.67 | 25.98 | 8.79 | -4.76 | 3.85 | 0.70 |
| Sharpe Ratio | NA | 1.49 | 0.69 | 0.07 | 0.52 | NA | NA | … | … | 1.80 | 0.26 | 0.53 | 0.78 | -0.95 | 0.52 | 1.48 | 1.68 | 0.07 | 2.23 | 0.41 | -0.26 | 0.19 | 8.46 |
| Standard Deviation(%) | NA | 20.36 | 21.08 | 24.49 | 24.06 | NA | NA | … | … | 23.64 | 24.14 | 18.97 | 17.91 | 36.05 | 22.47 | 38.68 | 16.10 | 20.64 | 11.43 | 20.76 | 18.34 | 19.84 | 6.47 |
| Draw Down(%) | NA | 11.68 | 28.91 | 43.29 | 43.29 | NA | NA | … | … | 11.68 | 26.33 | 10.03 | 15.84 | 37.82 | 15.34 | 34.67 | 9.01 | 25.42 | 5.08 | 20.58 | 17.16 | 19.95 | 0.30 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 4.10 | 2.71 | 2.04 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 24.05 | 9.10 | 0.00 | 0.09 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/24/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTSGX (WESTCORE SMALL-CAP GROWTH FUND WESTCORE SMALL-CAP GROWTH FUND-RETAIL CLASS) |
-6.39%
Apr 2021 – Apr 2024 |
1.73%
Mar 2021 – Mar 2026 |
9.09%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTSGX (WESTCORE SMALL-CAP GROWTH FUND WESTCORE SMALL-CAP GROWTH FUND-RETAIL CLASS) |
31.25%
Dec 2018 – Dec 2021 |
28.11%
Feb 2016 – Feb 2021 |
14.52%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart