Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTSCX (Westcore Small-Cap Opportunity) | NA | 15.83% | 6.98% | 17.58% | 5.51% | 7.53% | NA | … | … |
Data as of 02/14/2014, Common starting date is 10/28/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTSCX (Westcore Small-Cap Opportunity) | 10/28/1996 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.83 | 6.98 | 17.58 | 5.51 | 7.53 | NA | … | … | 0.00 | 23.16 | 7.03 | -3.95 | 20.77 | 28.49 | -35.92 | -3.33 | 16.26 | 5.13 | 22.45 | 41.05 | -15.50 | 9.99 | 19.99 | -7.83 | -5.73 | 27.78 | 8.93 |
| Sharpe Ratio | NA | 1.31 | 0.35 | 0.72 | 0.19 | NA | NA | … | … | 0.00 | 1.83 | 0.46 | -0.14 | 0.91 | 0.84 | -0.82 | -0.32 | 0.79 | 0.18 | 1.29 | 2.49 | -0.69 | 0.35 | 0.80 | -1.00 | -0.53 | 1.94 | 6.99 |
| Standard Deviation(%) | NA | 12.06 | 20.07 | 23.04 | 24.65 | NA | NA | … | … | NA | 12.62 | 15.43 | 29.12 | 22.68 | 33.74 | 44.65 | 20.45 | 16.38 | 15.61 | 16.60 | 16.19 | 24.09 | 21.66 | 19.64 | 11.18 | 17.48 | 12.35 | 8.53 |
| Draw Down(%) | NA | 6.05 | 26.09 | 26.09 | 63.04 | NA | NA | … | … | 0.00 | 6.05 | 11.24 | 26.09 | 18.27 | 32.29 | 51.30 | 20.78 | 14.86 | 13.23 | 13.08 | 14.64 | 35.35 | 24.48 | 9.60 | 18.47 | 35.47 | 9.31 | 3.31 |
| Yield(%) | 0.00 | 0.00 | 7.49 | 8.27 | 5.46 | 6.50 | 5.74 | … | … | 0.00 | 0.00 | 22.77 | 1.35 | 0.09 | 0.00 | 0.00 | 1.88 | 9.45 | 13.95 | 3.80 | 0.49 | 0.64 | 0.00 | 0.00 | 2.69 | 2.99 | 18.01 | 4.01 |
Data as of 02/14/2014, Common starting date is 10/28/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTSCX (Westcore Small-Cap Opportunity) |
-18.65%
Feb 2006 – Feb 2009 |
-6.57%
Feb 2004 – Feb 2009 |
2.09%
Feb 1999 – Feb 2009 |
4.42%
Apr 1998 – Apr 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTSCX (Westcore Small-Cap Opportunity) |
29.45%
Mar 2003 – Mar 2006 |
19.11%
Oct 2002 – Oct 2007 |
11.57%
Apr 1997 – Apr 2007 |
7.33%
Oct 1998 – Oct 2013 |
Annualized Rolling Returns Comparison Chart