Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTTAX (WESTCORE MUNICIPAL OPPORTUNITIES FUND WESTCORE MUNICIPAL OPPORTUNITIES FUND-RETAIL CLASS) | 1.72% | 6.30% | 4.62% | 0.80% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/19/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTTAX (WESTCORE MUNICIPAL OPPORTUNITIES FUND WESTCORE MUNICIPAL OPPORTUNITIES FUND-RETAIL CLASS) | 12/19/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.41 | 6.30 | 4.62 | 0.80 | NA | NA | NA | … | … | 1.72 | 5.08 | 3.04 | 5.34 | -11.25 | 2.73 | 6.53 | 6.99 | 1.33 | 6.62 | 0.89 |
| Sharpe Ratio | NA | 1.90 | 0.56 | -0.59 | NA | NA | NA | … | … | 0.58 | 0.75 | -0.23 | 0.57 | -3.24 | 1.81 | 0.97 | 3.69 | -0.04 | 3.26 | 24.32 |
| Standard Deviation(%) | NA | 1.86 | 2.74 | 2.93 | NA | NA | NA | … | … | 2.13 | 2.94 | 2.55 | 2.98 | 3.93 | 1.50 | 6.42 | 1.50 | 1.33 | 1.83 | 1.32 |
| Draw Down(%) | NA | 1.82 | 3.23 | 13.94 | NA | NA | NA | … | … | 1.82 | 2.89 | 1.84 | 3.50 | 13.76 | 1.81 | 9.30 | 1.20 | 1.37 | 0.66 | 0.00 |
| Yield(%) | 0.00 | 3.18 | 3.42 | 2.84 | 3.01 | 2.01 | 1.51 | … | … | 1.10 | 3.42 | 3.50 | 3.50 | 2.61 | 2.62 | 3.23 | 4.11 | 3.36 | 2.17 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| WTTAX (WESTCORE MUNICIPAL OPPORTUNITIES FUND WESTCORE MUNICIPAL OPPORTUNITIES FUND-RETAIL CLASS) |
-2.70%
Oct 2020 – Oct 2023 |
0.52%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTTAX (WESTCORE MUNICIPAL OPPORTUNITIES FUND WESTCORE MUNICIPAL OPPORTUNITIES FUND-RETAIL CLASS) |
5.69%
Jul 2018 – Jul 2021 |
4.23%
Jan 2017 – Jan 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart