Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WTSLX (WESTCORE SMALL-CAP GROWTH FUND II WESTCORE SMALL-CAP GROWTH FUND II-INSTITUTIONAL CLASS) | NA | -9.28% | 9.26% | 1.03% | 9.20% | 6.35% | NA | 3.20% |
Data as of 03/26/2019, AR inception is 11/24/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTSLX (WESTCORE SMALL-CAP GROWTH FUND II WESTCORE SMALL-CAP GROWTH FUND II-INSTITUTIONAL CLASS) | 11/24/1999 | 03/26/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -9.28 | 9.26 | 1.03 | 9.20 | 6.35 | NA | 3.20 | 0.00 | -2.76 | 33.25 | -9.72 | -11.81 | 4.54 | 45.84 | -11.28 | -10.62 | 30.55 | 41.08 | -34.35 | 15.09 | 18.67 | 7.92 | 17.75 | 19.87 | -23.38 | -0.33 | -38.44 | 23.21 |
| Sharpe Ratio | NA | -0.61 | 0.55 | 0.03 | 0.45 | NA | NA | 0.08 | 0.00 | -0.21 | 2.59 | -0.59 | -0.66 | 0.25 | 2.83 | -0.64 | -0.37 | 1.42 | 1.32 | -0.85 | 0.68 | 1.18 | 0.45 | 1.15 | 1.10 | -0.93 | -0.12 | -0.61 | 27.32 |
| Standard Deviation(%) | NA | 17.68 | 15.28 | 16.74 | 19.83 | NA | NA | 26.32 | NA | 19.74 | 12.64 | 16.89 | 17.99 | 18.14 | 16.18 | 17.91 | 29.01 | 21.38 | 30.95 | 41.46 | 17.71 | 13.04 | 12.73 | 14.63 | 17.45 | 26.24 | 22.37 | 70.02 | 26.21 |
| Draw Down(%) | NA | 23.54 | 23.54 | 35.98 | 35.98 | NA | NA | 70.94 | 0.00 | 23.54 | 5.08 | 21.55 | 21.83 | 16.20 | 6.87 | 26.52 | 32.68 | 16.42 | 24.89 | 49.72 | 11.84 | 10.44 | 11.92 | 14.69 | 15.47 | 32.45 | 22.08 | 58.49 | 3.16 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.11 | 1.11 | 0.60 | 0.63 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.58 | 0.00 | 0.00 | 0.02 | 10.61 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/26/2019, AR inception is 11/24/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTSLX (WESTCORE SMALL-CAP GROWTH FUND II WESTCORE SMALL-CAP GROWTH FUND II-INSTITUTIONAL CLASS) |
-30.75%
Mar 2000 - Mar 2003 |
-13.52%
Mar 2000 - Mar 2005 |
-3.55%
Aug 2000 - Aug 2010 |
-0.42%
Sep 2000 - Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTSLX (WESTCORE SMALL-CAP GROWTH FUND II WESTCORE SMALL-CAP GROWTH FUND II-INSTITUTIONAL CLASS) |
28.70%
Feb 2009 - Feb 2012 |
23.20%
Feb 2009 - Feb 2014 |
11.54%
Nov 2008 - Nov 2018 |
9.14%
Apr 2003 - Apr 2018 |
Annualized Rolling Returns Comparison Chart