Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WISCX (Westcore Small-Cap Opportunity Instl) | NA | 16.01% | 7.12% | 17.76% | NA | NA | NA | … | … |
Data as of 02/14/2014, Common starting date is 10/11/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WISCX (Westcore Small-Cap Opportunity Instl) | 10/11/2007 | 02/14/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.01 | 7.12 | 17.76 | NA | NA | NA | … | … | 0.00 | 23.38 | 7.17 | -3.85 | 20.99 | 28.73 | -35.73 | -12.35 |
| Sharpe Ratio | NA | 1.32 | 0.35 | 0.73 | NA | NA | NA | … | … | 0.00 | 1.85 | 0.47 | -0.13 | 0.92 | 0.85 | -0.82 | -1.86 |
| Standard Deviation(%) | NA | 12.11 | 20.16 | 23.13 | NA | NA | NA | … | … | NA | 12.62 | 15.44 | 28.98 | 22.69 | 33.79 | 44.65 | 25.65 |
| Draw Down(%) | NA | 6.02 | 26.06 | 26.06 | NA | NA | NA | … | … | 0.00 | 6.02 | 11.24 | 26.06 | 18.24 | 32.27 | 51.16 | 15.81 |
| Yield(%) | 0.00 | 0.00 | 7.46 | 8.33 | 2.18 | 1.45 | 1.09 | … | … | 0.00 | 0.00 | 22.65 | 1.34 | 0.39 | 0.00 | 0.00 | 1.70 |
Data as of 02/14/2014, Common starting date is 10/11/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WISCX (Westcore Small-Cap Opportunity Instl) |
-1.95%
Nov 2007 – Nov 2010 |
0.06%
Nov 2007 – Nov 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WISCX (Westcore Small-Cap Opportunity Instl) |
26.34%
Feb 2009 – Feb 2012 |
17.41%
Jan 2009 – Jan 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart