Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTSVX (WESTCORE SMALL-CAP VALUE DIVIDEND FUND WESTCORE SMALL-CAP VALUE DIVIDEND FUND-RETAIL CLASS) | NA | -23.65% | -8.85% | -1.20% | 4.58% | 3.40% | NA | … | … |
Data as of 09/25/2020, Common starting date is 12/22/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTSVX (WESTCORE SMALL-CAP VALUE DIVIDEND FUND WESTCORE SMALL-CAP VALUE DIVIDEND FUND-RETAIL CLASS) | 12/22/2004 | 09/25/2020 |
| 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 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.88 | -23.65 | -8.85 | -1.20 | 4.58 | 3.40 | NA | … | … | -25.69 | 15.10 | -13.76 | -1.84 | 29.72 | -8.12 | 6.45 | 36.50 | 9.69 | -0.31 | 27.02 | 22.09 | -33.57 | -3.38 | 23.54 | 2.68 | 0.50 |
| Sharpe Ratio | NA | -0.58 | -0.37 | -0.09 | 0.20 | NA | NA | … | … | -0.69 | 0.96 | -0.97 | -0.21 | 1.78 | -0.55 | 0.49 | 2.85 | 0.68 | -0.01 | 1.23 | 0.61 | -0.77 | -0.33 | 1.44 | 0.03 | 1.60 |
| Standard Deviation(%) | NA | 41.74 | 27.01 | 23.04 | 20.59 | NA | NA | … | … | 48.26 | 14.13 | 15.65 | 12.07 | 16.56 | 14.89 | 13.07 | 12.79 | 14.37 | 29.04 | 21.96 | 36.13 | 44.93 | 19.93 | 14.02 | 13.89 | 13.45 |
| Draw Down(%) | NA | 45.75 | 50.97 | 50.97 | 50.97 | NA | NA | … | … | 45.75 | 10.29 | 26.07 | 10.98 | 10.46 | 11.89 | 9.88 | 4.99 | 10.26 | 24.54 | 17.33 | 34.74 | 50.12 | 15.76 | 8.48 | 10.27 | 0.90 |
| Yield(%) | 0.00 | 6.41 | 9.42 | 10.32 | 10.90 | 7.62 | 6.02 | … | … | 3.24 | 3.55 | 11.25 | 12.67 | 10.93 | 13.83 | 12.78 | 21.91 | 2.61 | 0.92 | 1.14 | 1.26 | 1.11 | 1.61 | 0.92 | 0.00 | 0.00 |
Data as of 09/25/2020, Common starting date is 12/22/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTSVX (WESTCORE SMALL-CAP VALUE DIVIDEND FUND WESTCORE SMALL-CAP VALUE DIVIDEND FUND-RETAIL CLASS) |
-17.71%
Feb 2006 – Feb 2009 |
-5.56%
Mar 2015 – Mar 2020 |
2.99%
Mar 2010 – Mar 2020 |
2.85%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTSVX (WESTCORE SMALL-CAP VALUE DIVIDEND FUND WESTCORE SMALL-CAP VALUE DIVIDEND FUND-RETAIL CLASS) |
29.78%
Feb 2009 – Feb 2012 |
24.79%
Feb 2009 – Feb 2014 |
14.28%
Feb 2009 – Feb 2019 |
5.65%
Jan 2005 – Jan 2020 |
Annualized Rolling Returns Comparison Chart