Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WICOX (WESTCORE COLORADO TAX-EXEMPT FUND WESTCORE COLORADO TAX-EXEMPT FUND-INSTITUTIONAL CLASS) | 1.49% | 5.26% | 3.73% | 0.33% | 1.83% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 05/05/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WICOX (WESTCORE COLORADO TAX-EXEMPT FUND WESTCORE COLORADO TAX-EXEMPT FUND-INSTITUTIONAL CLASS) | 05/05/2016 | 06/09/2026 |
| 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 (%) | 0.10 | 5.26 | 3.73 | 0.33 | 1.83 | NA | NA | … | … | 1.49 | 3.42 | 2.53 | 5.18 | -10.54 | 2.01 | 5.27 | 6.81 | 0.74 | 5.45 | -2.71 |
| Sharpe Ratio | NA | 1.74 | 0.19 | -0.75 | 0.06 | NA | NA | … | … | 0.46 | 0.18 | -0.45 | 0.52 | -3.08 | 1.45 | 0.72 | 3.68 | -0.43 | 3.03 | -1.81 |
| Standard Deviation(%) | NA | 1.44 | 2.69 | 2.86 | 3.18 | NA | NA | … | … | 1.66 | 2.93 | 2.43 | 2.97 | 3.90 | 1.37 | 6.97 | 1.45 | 1.48 | 1.59 | 2.39 |
| Draw Down(%) | NA | 1.42 | 4.21 | 13.46 | 13.46 | NA | NA | … | … | 1.42 | 3.05 | 1.87 | 4.21 | 13.37 | 1.81 | 9.86 | 1.26 | 1.52 | 0.71 | 4.82 |
| Yield(%) | 0.00 | 3.63 | 3.54 | 2.85 | 2.87 | 1.92 | 1.44 | … | … | 1.47 | 3.52 | 3.53 | 3.30 | 2.66 | 2.32 | 2.88 | 3.20 | 3.11 | 2.91 | 1.46 |
Data as of 06/09/2026, Common starting date is 05/05/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WICOX (WESTCORE COLORADO TAX-EXEMPT FUND WESTCORE COLORADO TAX-EXEMPT FUND-INSTITUTIONAL CLASS) |
-2.94%
Oct 2020 – Oct 2023 |
0.07%
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 |
|---|---|---|---|---|
| WICOX (WESTCORE COLORADO TAX-EXEMPT FUND WESTCORE COLORADO TAX-EXEMPT FUND-INSTITUTIONAL CLASS) |
4.97%
Jul 2018 – Jul 2021 |
4.11%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart