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WTMVX: WESTCORE GLOBAL LARGE-CAP DIVIDEND FUND WESTCORE GLOBAL LARGE-CAP DIVIDEND FUND-RETAIL CLASS (MUTUAL FUND)
Basic Info 13.07 0.39(2.90%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 06/29/1988 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 5.72% |
| Expenses | 0.74% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/29/1988 |
2025 | 2024 | 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.1 | 10.8 | 17.0 | 15.9 | 7.8 | 7.0 | 7.8 | 5.9 | 7.3 | 9.8 | 16.3 | 21.6 | -20.2 | 18.7 | -13.4 | 25.4 | -8.8 | 19.6 | 8.6 | -0.7 | 4.5 | 24.7 | 13.3 | 5.2 | 4.0 | 29.9 | -36.2 | 3.0 | 12.2 | 7.8 | 12.7 | 27.6 | -20.4 | -3.0 | 0.5 | 5.1 | 17.9 | 30.9 | 21.2 | 26.0 | -1.2 | 3.1 | -3.4 | 32.3 | -2.1 | 18.8 | -0.1 |
| Sharpe Ratio | NA | 1.47 | 1.05 | 0.88 | 0.3 | 0.3 | NA | NA | 0.3 | 0.4 | 1.03 | 1.48 | -0.87 | 1.22 | -0.39 | 2.48 | -0.93 | 2.95 | 0.67 | -0.05 | 0.47 | 2.45 | 1.09 | 0.24 | 0.22 | 1.08 | -0.89 | -0.01 | 0.85 | 0.52 | 0.98 | 1.62 | -0.91 | -0.31 | -0.18 | 0.1 | 0.72 | 1.7 | 1.51 | 1.92 | -0.43 | 0.07 | -0.49 | 1.93 | -0.45 | 1.0 | -0.48 |
| Draw Down(%) | NA | 10.6 | 10.6 | 17.6 | 30.9 | 35.4 | NA | NA | 52.6 | 17.6 | 6.4 | 10.5 | 26.6 | 10.3 | 35.4 | 6.3 | 17.2 | 3.3 | 7.6 | 11.8 | 9.5 | 6.7 | 9.4 | 17.0 | 17.2 | 23.7 | 49.2 | 10.2 | 9.1 | 6.8 | 10.8 | 14.7 | 34.3 | 23.8 | 9.6 | 15.2 | 24.2 | 10.0 | 7.2 | 9.5 | 8.9 | 10.1 | 9.1 | 7.2 | 21.7 | 10.5 | 7.4 |
| Standard Deviation(%) | NA | 16.6 | 13.6 | 14.5 | 17.2 | 17.7 | NA | NA | 17.5 | 17.2 | 12.2 | 12.3 | 24.8 | 15.3 | 35.2 | 9.6 | 10.9 | 6.4 | 12.4 | 13.4 | 9.6 | 10.0 | 12.3 | 21.9 | 17.9 | 27.7 | 41.8 | 16.2 | 10.4 | 10.7 | 12.0 | 16.6 | 23.6 | 17.5 | 21.1 | 17.5 | 20.1 | 16.0 | 11.5 | 11.4 | 9.8 | 12.9 | 12.0 | 14.6 | 16.9 | 12.8 | 11.5 |
| Treynor Ratio | NA | 0.22 | 0.14 | 0.14 | 0.06 | 0.06 | NA | NA | 0.06 | 0.08 | 0.14 | 0.21 | -0.22 | 0.19 | -0.16 | 0.35 | -0.2 | 0.3 | 0.1 | -0.01 | 0.06 | 0.3 | 0.14 | 0.06 | 0.04 | 0.3 | -0.37 | 0.0 | 0.09 | 0.05 | 0.12 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.02 | -0.03 | -0.01 | -0.02 | -0.02 | NA | NA | 0.01 | -0.02 | -0.02 | -0.01 | 0.0 | -0.03 | -0.12 | 0.01 | -0.03 | 0.02 | 0.0 | -0.01 | -0.02 | -0.01 | 0.0 | 0.01 | -0.04 | 0.01 | 0.01 | -0.01 | -0.01 | 0.01 | 0.02 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.1 | 1.02 | 0.91 | 0.94 | 0.86 | NA | NA | 0.92 | 0.87 | 0.89 | 0.87 | 0.98 | 1.0 | 0.85 | 0.68 | 0.52 | 0.64 | 0.84 | 0.78 | 0.76 | 0.83 | 0.93 | 0.92 | 0.97 | 1.0 | 1.01 | 1.0 | 0.98 | 1.0 | 1.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.86 | 0.83 | 0.88 | 0.89 | 0.79 | NA | NA | 0.58 | 0.91 | 0.86 | 0.88 | 0.95 | 0.77 | 0.73 | 0.77 | 0.66 | 0.45 | 0.81 | 0.82 | 0.82 | 0.85 | 0.95 | 0.98 | 0.98 | 0.98 | 0.98 | 0.97 | 0.93 | 0.93 | 0.82 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 5.7 | 5.8 | 3.3 | 4.5 | 6.6 | 5.1 | N/A | 6.0 | 6.3 | 4.1 | 0.2 | 0.4 | 1.7 | 9.8 | 5.8 | 5.8 | 5.0 | 10.0 | 7.5 | 32.1 | 8.8 | 1.8 | 0.6 | 0.5 | 0.6 | 7.2 | 6.0 | 8.4 | 0.0 | 0.8 | 1.4 | 6.6 | 14.0 | 15.1 | 16.2 | 26.2 | 19.7 | 2.1 | 1.5 | 3.1 | 1.8 | 3.3 | 2.6 | 5.5 | 1.7 |
| Dividend Growth(%) | N/A | -100.0 | 5.0 | 721.6 | -37.5 | -50.7 | -38.0 | N/A | N/A | 5.0 | 80.9 | 1269.2 | -33.3 | -78.7 | -80.3 | 44.3 | 14.0 | 21.5 | -55.8 | 29.9 | -79.5 | 285.1 | 397.1 | 198.6 | 50.0 | -42.5 | -91.9 | 24.5 | -26.4 | N/A | -100.0 | -54.0 | -80.5 | -59.2 | -19.5 | -6.7 | -34.8 | 33.7 | 1091.2 | 35.4 | -52.7 | 66.4 | -31.7 | 21.0 | -45.2 | 214.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/29/1988
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