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WTIFX: WESTCORE INTERNATIONAL SMALL-CAP FUND WESTCORE INTERNATIONAL SMALL-CAP FUND-RETAIL CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | FOREIGN SMALL/MID GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/28/1999 |
| Last Dividend Date: | 06/26/2023 |
| 12-Mo. Yield | 114.39% |
| Expenses | 1.25% |
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Performance Analytics (As of 06/30/2023)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/28/1999 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1843629.4 | -2137135.0 | NA | NA | NA | NA | NA | � | -2050868.2 | -33.8 | 16.5 | 33.2 | 43.0 | -23.3 | 33.6 | 1.6 | 1.0 | -18.8 | 22.4 | 24.8 | -5.8 | 35.2 | 64.2 | -48.9 | 2.9 | 18.8 | 19.5 | 3.2 | 58.1 | -18.4 | -20.9 | -5.6 | 1.1 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | NA | NA | -1.34 | 0.97 | 1.01 | 3.32 | -1.6 | 4.16 | 0.09 | 0.07 | -2.03 | 2.02 | 2.06 | -0.29 | 2.18 | 2.62 | -1.31 | -0.01 | 1.03 | 1.76 | 0.17 | 3.39 | -1.21 | -1.46 | -0.39 | 80.5 |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | NA | NA | NA | 44.7 | 14.8 | 40.3 | 8.1 | 30.4 | 3.1 | 12.5 | 19.8 | 21.2 | 8.8 | 12.0 | 22.2 | 14.4 | 17.3 | 59.1 | 17.0 | 18.5 | 7.7 | 14.7 | 18.4 | 35.2 | 35.8 | 39.2 | 0.0 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | NA | NA | 26.4 | 17.0 | 32.6 | 12.5 | 15.5 | 8.0 | 15.7 | 13.7 | 9.3 | 11.1 | 12.1 | 20.0 | 16.1 | 24.5 | 37.9 | 15.6 | 14.9 | 9.8 | 13.4 | 16.9 | 16.2 | 16.2 | 25.2 | 1.8 |
| Treynor Ratio | NA | -10.59 | NA | NA | NA | NA | NA | NA | NA | -0.49 | 0.24 | 0.35 | 0.74 | -0.42 | 0.65 | 0.02 | 0.02 | -0.49 | 0.46 | 0.5 | -0.09 | 0.56 | 0.89 | -0.65 | 0.0 | 0.21 | 0.34 | 0.03 | 0.91 | -0.38 | -0.41 | -0.1 | -2.96 |
| Alpha | NA | -7457.56 | -2455.33 | -1478.27 | -743.81 | NA | NA | -314.65 | -15662.85 | -0.06 | 0.06 | -0.06 | 0.08 | -0.08 | 0.04 | 0.0 | 0.01 | -0.07 | 0.04 | 0.05 | 0.01 | 0.08 | 0.1 | -0.09 | -0.03 | 0.0 | 0.04 | -0.04 | 0.11 | -0.04 | -0.05 | 0.02 | 0.49 |
| Beta | NA | 2018.08 | 625.13 | 390.64 | 294.91 | NA | NA | 108.91 | 8385.79 | 0.72 | 0.68 | 0.93 | 0.56 | 0.59 | 0.51 | 0.65 | 0.53 | 0.39 | 0.48 | 0.5 | 0.62 | 0.63 | 0.72 | 0.77 | 0.62 | 0.74 | 0.51 | 0.77 | 0.63 | 0.52 | 0.58 | 1.02 | -0.48 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.82 | 0.61 | 0.8 | 0.42 | 0.49 | 0.33 | 0.52 | 0.39 | 0.27 | 0.34 | 0.5 | 0.77 | 0.73 | 0.72 | 0.81 | 0.59 | 0.56 | 0.29 | 0.56 | 0.26 | 0.49 | 0.52 | 0.52 | 1.0 |
| Yield(%) | N/A | 114.4 | 41.7 | 24.2 | 15.3 | 15.1 | 19.2 | N/A | 110.2 | 8.3 | 8.9 | 6.8 | 0.0 | 13.3 | 2.5 | 4.8 | 7.5 | 2.5 | 3.6 | 1.5 | 1.5 | 0.7 | 1.8 | 1.2 | 2.8 | 1.0 | 0.3 | 0.1 | 0.1 | 0.0 | 0.0 | 0.0 | 0.1 |
| Dividend Growth(%) | N/A | 772.4 | 591.5 | 561.7 | 1816.8 | N/A | N/A | N/A | 677.3 | -0.6 | 63.5 | N/A | -100.0 | 600.5 | -48.9 | -41.1 | 134.4 | -18.4 | 195.5 | -8.2 | 196.3 | -37.9 | -24.1 | -56.3 | 218.4 | 331.0 | 141.7 | 140.0 | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/28/1999
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