Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WIMVX (WESTCORE GLOBAL LARGE-CAP DIVIDEND FUND WESTCORE GLOBAL LARGE-CAP DIVIDEND FUND-INSTITUTIONAL CLASS) | 9.65% | 14.85% | 15.20% | 7.47% | 7.13% | 7.94% | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WIMVX (WESTCORE GLOBAL LARGE-CAP DIVIDEND FUND WESTCORE GLOBAL LARGE-CAP DIVIDEND FUND-INSTITUTIONAL CLASS) | 10/10/2007 | 06/10/2026 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.97 | 14.85 | 15.20 | 7.47 | 7.13 | 7.94 | NA | … | … | 9.65 | 9.80 | 16.36 | 21.89 | -20.07 | 18.70 | -13.56 | 25.55 | -8.53 | 19.78 | 8.64 | -0.62 | 4.74 | 24.99 | 13.57 | 5.34 | 4.05 | 30.10 | -36.08 | -6.42 |
| Sharpe Ratio | NA | 1.07 | 0.88 | 0.31 | 0.31 | NA | NA | … | … | 1.50 | 0.40 | 1.04 | 1.48 | -0.87 | 1.22 | -0.39 | 2.51 | -0.91 | 2.99 | 0.68 | -0.05 | 0.49 | 2.47 | 1.10 | 0.24 | 0.22 | 1.08 | -0.88 | -1.38 |
| Standard Deviation(%) | NA | 13.54 | 14.47 | 17.17 | 17.72 | NA | NA | … | … | 16.48 | 17.18 | 12.25 | 12.44 | 24.79 | 15.32 | 35.22 | 9.58 | 10.97 | 6.42 | 12.39 | 13.40 | 9.67 | 10.08 | 12.34 | 21.92 | 17.94 | 27.86 | 41.81 | 20.50 |
| Draw Down(%) | NA | 10.58 | 17.68 | 30.86 | 35.36 | NA | NA | … | … | 10.58 | 17.57 | 6.35 | 10.47 | 26.43 | 10.26 | 35.36 | 6.28 | 17.06 | 3.32 | 7.67 | 11.81 | 9.44 | 6.65 | 9.39 | 17.02 | 17.16 | 23.71 | 49.15 | 9.50 |
| Yield(%) | 0.00 | 5.78 | 5.85 | 3.41 | 4.70 | 6.86 | 4.32 | … | … | 0.00 | 6.08 | 6.44 | 4.29 | 0.37 | 0.64 | 1.72 | 10.18 | 6.15 | 5.86 | 5.24 | 10.19 | 7.75 | 32.48 | 9.15 | 2.06 | 0.88 | 0.75 | 0.77 | 6.58 |
Data as of 06/10/2026, Common starting date is 10/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WIMVX (WESTCORE GLOBAL LARGE-CAP DIVIDEND FUND WESTCORE GLOBAL LARGE-CAP DIVIDEND FUND-INSTITUTIONAL CLASS) |
-6.82%
Sep 2019 – Sep 2022 |
-1.55%
Sep 2017 – Sep 2022 |
3.54%
Oct 2013 – Oct 2023 |
3.40%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WIMVX (WESTCORE GLOBAL LARGE-CAP DIVIDEND FUND WESTCORE GLOBAL LARGE-CAP DIVIDEND FUND-INSTITUTIONAL CLASS) |
20.74%
Feb 2009 – Feb 2012 |
18.78%
Feb 2009 – Feb 2014 |
12.10%
Feb 2009 – Feb 2019 |
9.48%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart